Personal Banker

NewFirst; Rosenberg (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

NewFirst is seeking a customer-focused banker to handle a range of sales and service tasks within the branch. The role includes opening new accounts, servicing existing deposits, answering inquiries, and handling routine transactions in a fast-paced banking environment.

Ideal candidates will have a high school diploma, 1–3 years of lobby or related experience, and full training in new accounts and teller procedures. Strong communication and a friendly demeanor are essential.

Qualifications

• Strong customer service and communication skills expected.
• Experience in lobby services, new accounts or related customer-facing role preferred.
• Completion of new accounts and teller training programs.
• Knowledge of bank products and services required.
• Previous sales or retail experience preferred.
• Pleasant telephone demeanor and clear speaking voice.

Responsibilities

• Open new deposit accounts and service existing accounts.
• Answer customer questions about products and services.
• Process stop payments, address changes, wire transfers, debit cards, etc.

Skills

Customer service

Sales

Cash handling

Education

High School diploma or GED

Job description

Description

General Summary

Under the direction of the Branch Service Supervisor, and in compliance with established policies and procedures, performs a variety of sales activities. Performs customer services such as opening new checking, savings and certificate accounts; performs teller services as needed and answers questions concerning products and/or services provided by the bank.

Essential Functions

• Open new deposit accounts
• Service existing deposit accounts
• Answer customer inquiries
• Accepts and processes stop payments, changes of address, wire transfer requests, debit cards, etc.
• Order checks and deposit slips
• Close deposit accounts
• Perform teller functions
• Available to open or close the teller line
• Perform all paying and receiving teller functions
• Receive and process all night deposit bags
• Assist in the servicing of existing and potential customers
• Assure that corporate goals (objectives) are met
• Develop new and existing relationships
• Is knowledgeable of regulatory requirements and compliance issues as related to area of responsibility
• Follow through on established Training Curriculum
• Cross-trained in all customer service duties
• Ability to lift up to 25 lbs. of coin as needed

Work Schedule

This is a full-time position with a normal work schedule of 8 am–5 pm Monday–Thursday and 8 am – 5:30 pm on Friday.

Requirements

Minimum Level of Preparation and Training

• A high school diploma or G.E.D.
• One to three years of job related experience in lobby services, new accounts or other customer related position.
• Completion of new accounts training program and teller training program.
• Excellent working knowledge of bank products and services.
• Previous sales or retail experience preferred.
• Have a pleasant and friendly telephone demeanor and voice