Personal Banker Floater

Citizens National Bank; Giddings (TX); Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

Citizens National Bank seeks a Personal Banker Floater to provide teller and new accounts support across branches in Cameron, Rockdale, Giddings and Brenham. You will assist with deposits, new accounts, and everyday banking needs while maintaining regulatory compliance and delivering excellent customer service.

The role requires flexibility to cover multiple branches, including Saturdays, and a proactive approach to cross-selling and problem resolution.

Qualifikationen

• One year of cash handling/banking experience.
• Availability to work Saturdays as needed.
• Willingness to travel to different branches within the region.

Aufgaben

• Open new deposit accounts for personal and non-personal entities.
• Perform account maintenance on existing deposits.
• Cross-sell bank products and services to clients.
• Issue debit cards and set up internet banking access.
• Process wires and Reg E disputes.
• Balance and audit ATM and assist with branch audits.
• Promote and sell bank services and digital solutions.

Kenntnisse

Interpersonal skills

Verbal & written communication

Confidentiality

Microsoft Office

Self-motivation

Team player

Tools

Fiserv Precision

Integrated Teller

Jobbeschreibung

Reports ToRegional Service ManagerJob OverviewThe Personal Banker Floater will serve in a dual-purpose role which requires a candidate to fulfil responsibilities of both a (Teller) and a (New Accounts Rep). This position provides excellent customer service to our clients and can provide a broad range of banking services including deposit transactions, new account openings, account maintenance and routine teller functions while following bank policies and procedures. This position will support the branch by ensuring coverage for all branch hours, including some Saturdays, as well as assisting the management team with business development initiatives. The Personal Banker Floater will be required to be able to report to work at any of our branches within their region of Cameron, Rockdale, Giddings and Brenham if coverage is needed.ResponsibilitiesPrimary DutiesProvides prompt, efficient, and friendly service to clients, in person, on the phone and through email.Open new deposit accounts, including personal and non-personal entities.Perform account maintenance as needed on existing deposit accounts.Cross sells other value-added bank products and services.Present and educate clients and prospects on the benefits of digital services and other self-service options.Issue debit cards, order checks, and set up access to internet banking products.Resolve problems or discrepancies concerning clients' accounts.Assist clients by answering questions, researching transactions, etc., while maintaining compliance and policy standards.Process wires.Process debit card disputes and Reg E claims with client.Maintain a strong working knowledge of bank products and service.Additional duties as assigned.Teller DutiesAssist clients with deposits, withdrawals, and transfers.Participate in branch balancing and assisting with branch auditing.Promote, prepare, and sell bank related products and services such as debit cards, eStatements, checking accounts, certificates of deposit, etc.Assist in maintaining dual control and bank logs such as daily opening and closing checklist; vault access; night deposit access and content verification; mail deposits; outgoing wires; cashier’s checks; counterchecks; key box contents; REG E debit card disputes; Teller/CSR over-short; cash transactions over $3,000; coin machine and ATM balancing; and Frost/Fed/TIB cash and coin buy/sell transactions.Follow compliance reporting procedures concerning CTRs, SARs, others.Adhering to policies, procedures, and regulatory banking requirements.Stay current on compliance and security training.Balance and audit ATM.SkillsSelf-directed; takes initiative, anticipates issues, and prioritizes their own work on the right things.Motivated self-starter who can work independently in a stressful environment and loves a challenge, strong sense of urgency.Proficient with Microsoft Office, Word, and Outlook.Strong follow through with the ability to prioritize tasks and projects.Ability to maintain confidentiality and demonstrate respect and professionalism.Excellent interpersonal skills; demonstrate consultative, influencing, and problem-solving skills.Excellent verbal and written communication skills to communicate professionally.Works great with a team.Minimum QualificationsOne year of cash handling and/or banking experience.Must have a natural desire to help others and build lasting relationships with clients and teammates alike.Must always be conscious of the responsibility we have to our clients when it comes to suggesting products or services that could help them, handling fraud concerns, and helping them with their finances.Must be available to work Saturdays, depending on the needs of the business.Willing to travel to different locations within the organization.Preferred QualificationsExperience with Fiserv Precision and Integrated Teller.2+ years of banking experience.Knowledge of Bank’s State and Federal regulations.