Personal Banker Floater

Cnbanktexas; Texas; On-site; USD 35,000 - 50,000; Full time

Job summary

CN Bank Texas is seeking a Personal Banker Floater to support Teller and New Accounts duties across Rockdale, Brenham, Cameron, and Giddings. You will provide friendly service, open deposits, maintain accounts, and educate customers on digital tools while following bank policies.

This role requires 1 year of cash handling or banking experience, strong interpersonal/communication skills, and a willingness to travel between branches as needed.

Qualifications

• One year of cash handling and/or banking experience.
• Natural desire to help others and build lasting relationships with clients and teammates.
• Responsibility to suggest suitable products, handle fraud concerns, and assist with finances.
• Available to work Saturdays, depending on business needs.
• Willing to travel to different locations within the organization.

Responsibilities

• Provides prompt, efficient, and friendly service to clients in person, on the phone, and via email.
• Open new deposit accounts for individuals and entities.
• Perform account maintenance on existing deposit accounts.
• Cross-sell bank products and services.
• Educate clients on digital services and self-service options.
• Issue debit cards, order checks, and set up internet banking.
• Resolve problems or discrepancies concerning clients' accounts.
• Answer questions and research transactions while maintaining compliance.
• Process wires and Reg E claims with clients.
• Maintain knowledge of bank products and services.
• Additional duties as assigned.
• Assist with teller duties: deposits, withdrawals, transfers.
• Participate in branch balancing and auditing.
• Promote and sell products such as debit cards, eStatements, checking accounts, CDs.

Skills

Cash handling

Banking experience

Microsoft Office

Interpersonal skills

Verbal and written communication

Team collaboration

Tools

Fiserv Precision

Integrated Teller

Job description

Personal Banker Floater# Personal Banker FloaterRockdale, TX 76520; Brenham, TX 77070; Cameron, TX 76520; Giddings, TX 78942## OverviewPosition TypeFull TimeJob ShiftDay## Personal Banker Floater## **Reports To**## **Regional Service Manager**## **Job Overview**## The 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.## **Responsibilities**## **Primary Duties*** Provides 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 Duties*** Assist 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.## **Skills*** Self-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 Qualifications*** One 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 Qualifications*** Experience with Fiserv Precision and Integrated Teller.* 2+ years of banking experience.* Knowledge of Bank’s State and Federal regulations.