Personal Banker Associate: Customer Success & Sales

MidFirst Bank; Houston (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

MidFirst Bank is seeking a Personal Banker Associate in Houston to perform teller and banking duties, processing a wide range of transactions while promoting products and services. The role focuses on delivering high-quality service and achieving sales goals, with opportunities to deepen relationships with customers and support banking center staff.

Responsibilities include greeting customers, handling deposits and loans, generating referrals, and maintaining accuracy under internal controls.

Qualifications

• Minimum of one year successful sales experience in an incentive-driven or relational selling environment.
• Minimum 6 months of cash handling, processing payments, and/or POS experience in retail or banking.
• Ability to generate referrals including on-site visits with local businesses.
• Ability to work effectively as a team member and with customers.
• Strong work ethic and high integrity.
• Proficiency with Microsoft applications (Word, Outlook, Excel).

Responsibilities

• Greet customers and provide a welcoming environment.
• Deliver extraordinary customer service while achieving goals and supporting staff.
• Build and maintain customer relationships to identify financial needs.
• Promote financial products and services.
• Open deposit accounts and process loan applications.
• Process customer transactions accurately in a fast-paced setting.
• Generate new business and expand relationships through networking.
• Respond to inquiries and provide positive solutions.
• Support other employees as needed.

Skills

Sales experience

Cash handling

Referral generation

Teamwork

Integrity

MS Office proficiency

Bilingual Spanish

Notary (required or willing)

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Job description

MidFirst Bank is seeking a Personal Banker Associate in Houston to perform teller and banking duties, processing a wide range of transactions while promoting products and services. The role focuses on delivering high-quality service and achieving sales goals, with opportunities to deepen relationships with customers and support banking center staff.

Responsibilities include greeting customers, handling deposits and loans, generating referrals, and maintaining accuracy under internal controls.