Personal Banker

Newfirst-National-Bank; Rosenberg (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Newfirst-National-Bank in Rosenberg, TX, is seeking a Branch Teller/Customer Service representative to open new accounts, handle deposits, and answer questions about bank products. The role requires a friendly manner and strong customer service skills.

The ideal candidate has a high school diploma or G.E.D., 1–3 years in lobby services or related customer roles, and completes new accounts and teller training. Banking product knowledge is essential, with prior sales experience a plus.

Qualifications

• 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.

Responsibilities

• 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
• 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

Skills

Customer service

Sales experience

Banking knowledge

Telephone demeanor

Lobby services

Education

High school diploma or G.E.D.

Job 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