Personal Banker

First National Bank Texas

Quinlan (TX)

On-site

USD 30,000 - 36,000

Full time

7 days ago
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Job summary

First National Bank Texas is seeking a friendly teller to deliver exceptional customer service while handling cash, deposits, and payments in a high-volume branch.

You will evaluate customer needs, cross-sell bank services, maintain accurate records, and balance daily transactions, while following policies and supervisor directions.

The role requires a flexible schedule including evenings and weekends, strong teamwork, and the ability to serve a diverse customer base, including Spanish speakers.

Qualifications

  • Minimum 18 years of age.
  • High school diploma or equivalent.
  • Six months of customer service or retail experience preferred.
  • Flexible schedule including evenings, weekends, and holidays.
  • Must pass background investigation.
  • Must work well in a team environment.

Responsibilities

  • Provide exceptional customer service, handling cash receipts and payments in a high-volume setting.
  • Evaluate customer needs and cross-sell bank products and services.
  • Follow bank policies and supervisor directions.
  • Aim for monthly new account production as assigned by management.
  • Prospect in-store and maintain an active sales environment.
  • Process deposits and cash transactions and balance daily operations.
  • Receive cash and checks, verify amounts, and check endorsements.
  • Detect counterfeit currency and verify identifications.
  • Enter transactions into the computer and issue receipts.
  • Sell and prepare money orders, cashier's checks, wires, and CDs.
  • Process Western Union wires and cash advances.
  • Provide services to a diverse customer base, including Spanish speakers.
  • Perform other tasks as directed by supervisors.

Skills

Customer service
Cash handling
Sales/upsell
Teamwork
Flexibility
Banking knowledge

Education

High School Diploma or equivalent

Tools

POS system
Banking software
Computer literacy

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 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.

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
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