Personal Banker

First Convenience Bank; Plano (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

First Convenience Bank is seeking a customer-focused team member in Plano, TX to handle cash, assist customers, and promote bank services in a fast-paced environment. The role emphasizes accuracy, teamwork, and the ability to serve a diverse clientele, including Spanish speakers, while meeting sales targets.

The position requires 18+ years old, a high school diploma or current enrollment, and flexibility to work evenings, weekends, and holidays, with a background check conducted as part of

Qualifications

• Must be 18 years of age or older.
• High school diploma or currently enrolled.
• Six months of retail or customer service experience preferred.
• Able to work flexible schedule including evenings, weekends and holidays.
• Pass background investigation per company policy.
• Ability to work well in a team environment.

Responsibilities

• Provide exceptional customer service, handling cash in a high-volume environment.
• Evaluate customer relationships and suggest bank products and services.
• Follow policies under supervision to operate within guidelines.
• Achieve monthly new account production as assigned by management.
• Participate in an active sales environment and in-store prospecting.
• Process deposits and payments, balance daily operations, issue receipts.
• Receive cash and checks, verify amounts and endorsements.
• Cross-sell bank services and assist a diverse customer base, including Spanish speakers.
• Perform tasks requested by supervisors related to bank functions.
• Maintain regular attendance and punctuality; adhere to authority limits.

Skills

Customer service

Cash handling

Sales

Bilingual support

Education

High school diploma or equivalent

Tools

POS systems

Job description

• At least 18 years of age
• High school diploma, high school equivalency or currently attending high school
• Six months of work experience in a retail or customer service environment preferred
• Must be able to work a flexible schedule including evenings, weekends, and holidays
• Must successfully pass background investigation according to company policy
• Must be able to get along with co-workers and work effectively in a team environment

Job Description

• Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
• Evaluate new and existing customer relationships and recommend bank products and services to support their financial success
• Follow established policies in accordance with the bank and the supervisor s direction
• Accountable for the personal achievement of monthly new account production as assigned by upper management
• Participate in an active sales environment that may require in-store aisle prospecting
• Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
• Receive cash and checks for deposit, verify amounts, and look for check endorsements
• Examine cash carefully to guard against acceptance of counterfeit checks and identification
• Enter transactions into computer and issue customer receipts
• Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
• Process western union wires and cash advances
• Cross-sell bank services and products
• Provide bank services to a diverse customer base, including a large Spanish speaking population
• Perform other tasks requested by supervisors as they relate to the bank and its functions
• Regular and predictable attendance and punctuality
• Approval limits will be based upon established authority levels

Environmental and Physical Requirements

• Required to stand or walk for extended periods of time dependent upon branch location
• Ability to work in a high volume, stressful and noisy environment
• Schedules are prepared based on business need and subject to change at any time
• Operate a computer and other office machinery
• Ability to lift up to 50 lbs.

FNBT is an equal opportunity employer.

EEO is the Law