Personal Banker

First National Bank Texas; Portland (TX); On-site; USD 26,000 - 38,000; Full time

Job summary

First National Bank Texas is seeking a customer-focused teller to handle cash transactions, deposits, and routine banking services in a high-volume environment. You will evaluate customer needs, recommend products, and ensure accurate balancing of tills.

Representing a diverse customer base, including Spanish speakers, you will support branch goals through effective sales and adherence to bank policies, with a requirement for reliable attendance and teamwork.

Qualifications

• Provide exceptional customer service in a high-volume environment.
• Recommend bank products to support customers' financial success.
• Follow policies and supervisor directions.
• Personal achievement of monthly new account production.
• Cross-sell bank services and products.
• Serve a diverse customer base, including Spanish speakers.

Responsibilities

• Receive cash and checks for deposits, verify amounts, and issue receipts.
• Process deposits and payouts in accordance with procedures and balance operations.
• Sell and prepare money orders, cashier's checks, and wires.
• Process Western Union wires and cash advances.
• Cross-sell banking services and products.
• Provide bank services to a diverse customer base, including Spanish-speaking customers.

Skills

Customer service

Cash handling

Sales / cross-selling

Teamwork

Attendance / punctuality

Education

High school diploma or equivalent

Tools

Computer skills

Office equipment

Job description

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'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.

Qualifications

• 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