Personal Banker Associate - Katy

MidFirst Bank; Katy (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

MidFirst Bank in Katy, TX is seeking a Personal Banker Associate who blends teller responsibilities with personal banking to deepen customer relationships and promote bank products. You will greet customers, handle transactions accurately, open deposit accounts, process loan applications, and generate referrals while delivering friendly service in a fast-paced environment.

Excellent teamwork, adherence to regulatory requirements, and commitment to customer satisfaction are required, with

Qualifications

• Minimum one year of sales experience in an incentive-driven environment.
• Minimum 6 months cash handling or POS experience in a retail/service setting.
• Ability to generate referrals and visit local businesses.
• Team player with strong work ethic and high integrity.
• Proficient with MS Office applications (Word, Outlook, Excel).
• Friendly, outgoing, and confident personality; notary willingness is required.

Responsibilities

• Greet customers and foster a welcoming, customer-focused environment.
• Provide exceptional service while achieving goals and supporting staff.
• Build relationships to identify financial products meeting customer needs.
• Promote bank products and services.
• Open deposit accounts and take loan applications; process loan requests.
• Process transactions accurately and maintain balanced cash drawer.
• Generate new business and expand relationships through networking.
• Respond to inquiries and resolve customer concerns with positive solutions.
• Support other employees as needed.

Skills

Sales experience

Cash handling

Referral generation

Team player

Integrity

MS Office

Friendly demeanor

Notary

Spanish language

Job description

Description

The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker. The Personal Banker Associate must efficiently process a variety of customer transactions, generate business and deepen relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service while achieving sales goals and supporting banking center staff as needed.

• Greet customers and facilitate a welcoming and customer-focused environment
• Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed
• Build and maintain relationships with customers to help identify financial products and services that meet their needs
• Promote financial products and services
• Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers
• Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures
• Generate new business and expand relationships with current customers through networking and Centers of Influence
• Respond to customer inquiries and concerns and create positive solutions
• Support other employees as needed

Required Skills

• Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals
• Minimum 6 months of cash handling, processing of transactional payments, and/or point of sale experience in a retail sales or service environment and/or previous banking experience
• Ability to generate referrals including making on-site visits with local businesses
• Ability to work effectively as a team member and with customers.
• Strong work ethic and high integrity
• Proficient with all Microsoft applications (Word, Outlook, Excel etc.)
• Friendly, outgoing, assertive, confident, and enthusiastic personality
• Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank's expense

Preferred Skills

• Successful sales record in a retail banking environment; with knowledge of bank services and products.
• Bilingual (fluent verbal and written Spanish) skills

Physical Requirements

This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.