Personal Banker Floater

Lone Star National Bank; Pharr (TX); Sur place; USD 36 000 - 48 000; Plein temps

Résumé du poste

The Lone Star National Bank is seeking a Personal Banker I in Pharr, TX. You will build relationships, learn customers' financial needs, and open accounts or take credit applications to support growth.

You’ll assist with diverse banking products, cross-sell services, and maintain compliance. Flexibility to work across branches and participate in training is required.

Qualifications

• High School Diploma or GED.
• Bachelor’s degree in business, marketing or related field preferred.
• One year of cash handling experience.
• One year of Banking experience.
• Thorough understanding of account documentation and CIP preferred.
• Ability to learn new information and technology platforms.
• Experience using Microsoft Word, Excel and Outlook.
• Bilingual in English and Spanish preferred.
• Flexible hours Monday–Friday with Saturday rotation.

Responsabilités

• Provides a welcoming environment and communicates professionally with customers.
• Opens all types of new accounts and processes credit card applications.
• Cross-sell bank products and services such as self-service banking solutions.
• Assist teller line and balance cash drawer.
• Contribute to meeting branch goals through referrals to partners.
• Maintain compliance with banking regulations and internal controls.
• Participate in trainings and bank programs.

Connaissances

Cash handling

Banking experience

Bilingual English/Spanish

Sales experience

Adapt to new information/tech

PC literacy

Formation

High School Diploma or GED

Bachelor’s degree in business/marketing or related field

Outils

Microsoft Word

Excel

Outlook

Description du poste

Job Details: Job Location: Pharr - 1st Floor - Pharr, TX 78577,

JOB SUMMARY

The Personal Banker I (PB I) is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results. The PB I makes a positive impact in the lives of our customers by building strong relationships and learning about their financial needs. The PB I will establish all types of accounts and take credit applications from our customers. The PB I possess a strong passion to succeed and engages with prospects to develop new business and deepen the relationship of our existing customers while delivering exceptional quality service.

Personal Bankers devote much of the day to building long term relationships with customers in person and by phone. Floaters may be moved from branch to branch within their assigned region to provide coverage, as needed.

ESSENTIAL DUTIES

• Provides a welcoming environment and communicates professionally and effectively with customers and other members of the team
• Displays passion for serving others and consistently executes exceptional quality service
• Applies strong critical thinking and problem-solving skills to resolve and or identify financial solutions for new and existing customers
• Provides a complete range of customer service including opening all types of new accounts, credit cards, and cross- selling of other bank products/services such as self-service banking solutions (ATM, Mobile Banking, etc.)
• Actively contributes to help meet the banking center’s goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as; Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management
• Assist teller line as needed and maintains and balances the cash drawer by accounting for cash assigned, received and disbursed
• Maintains current knowledge and adheres to all new account’s compliance rules/regulations and internal audit controls related to banking center lobby operations
• Participates in job specific training and other various Bank training programs, as necessary
• Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
• Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
• Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML

Qualifications:

QUALIFICATIONS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• High School Diploma or GED
• Bachelor’s degree in business, marketing or related field, preferred
• An equivalent amount of experience in sales, marketing or operations may substitute the degree preference
• (1) year of cash handling experience
• (1) year of Banking experience
• Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP, preferred
• Ability to learn and adapt to new information and technology platforms
• Experience using personal computers, Microsoft Word, Excel and Outlook
• Bilingual in English and Spanish, preferred
• Must be able to work flexible hours as scheduled Monday through Friday, and Saturday rotation (hours will fluctuate as business needs dictate)

ORGANIZATION

This position reports to the Banking Center Manager

This position does not oversee other positions

TRAINING REQUIREMENTS

All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal banking laws and regulations, including internal bank policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination.

COMMUNITY INVOLVEMENT

Lone Star National Bank’s Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for bank sponsored activities, civic, charitable and community events and to be active in the communities we serve.

ATTENDANCE

Among other things, "good attendance habits" mean the following:

• Be at your work station ready for work by the start of each workday
• Remain at your work station, unless the needs of the job require being elsewhere, except during authorized breaks (including restroom breaks)
• Take only the time normally allowed for breaks
• Call in and notify your supervisor or another member of management if you are going to be either absent or tardy
• Alternate work arrangements such as telecommuting or working from home are not permitted by Lone Star National Bank

LSNB is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws.

Management reserves the right to change this position description at any time according to business needs.