Personal Banker II

ADP, Inc.

San Antonio (TX)

On-site

USD 38,000 - 55,000

Full time

11 days ago
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Benefits offered by this job

Paid time off and holidays
Medical, dental, and vision insurance
401(k) plan with company match
Ongoing training and career growth
Team-oriented environment
Community involvement opportunities

Job summary

Rio Bank is seeking a Personal Banker II in Stone Oak to help customers manage everyday banking needs and build lasting relationships. You will assist with opening accounts, processing transactions, and explaining digital banking options to customers.

The role emphasizes accuracy, customer service, and teamwork within a supportive branch environment. It offers opportunities for growth in relationship banking and financial knowledge.

Qualifications

  • High school diploma or GED required.
  • 1+ years of customer service, sales, or banking experience preferred.
  • 1+ years of cash handling experience preferred.
  • Strong communication, interpersonal, and customer service skills required.
  • Ability to work effectively in a team and manage multiple priorities.

Responsibilities

  • Build relationships with customers by identifying financial needs and recommending banking products and services.
  • Open and maintain consumer and business deposit accounts, including checking and savings.
  • Accurately process retail and commercial transactions: deposits, withdrawals, transfers, payments, check cashing.
  • Educate customers on digital banking tools and account features to enhance experience.
  • Maintain accurate documentation and follow banking regulations and internal policies.
  • Resolve routine customer questions and escalate when appropriate.
  • Partner with team members and other departments to support branch goals and service consistency.
  • Maintain reliability, punctuality, and professionalism in daily duties.

Skills

Customer service
Cash handling
Communication
Teamwork
Problem solving
Attention to detail

Education

High School diploma or GED
Some college coursework or banking-related training

Job description

Location:Stone Oak
Department: Branch Operations
Status: Full-Time, Non-Exempt

We have an exciting opportunity for a Personal Banker IIat the Stone OakBanking Center. Whether you are continuing your banking career or ready to take the next step in customer service and relationship banking, this role offers the chance to build meaningful customer connections, strengthen your banking knowledge, and be part of a team that supports one another.

What It’s Like to Work at Rio Bank

At Rio Bank, we believe great service starts with a strong team. Our employees support one another, take pride in their work, and genuinely care about the customers they serve.

You will work in an environment where people are approachable, teamwork comes naturally, and your contributions are valued. Whether you are helping a customer open an account, answering questions, or supporting the banking center during a busy day, you will have the guidance and support you need to succeed.

About the Role

As a Personal Banker II, you will be a trusted resource for customers as they manage everyday banking needs and make important financial decisions. You will help customers open and maintain accounts, complete transactions, understand available banking solutions, and feel confident in their relationship with Rio Bank.

This role is a great opportunity to build on your banking experience, strengthen your customer service and relationship-building skills, and grow within a community-focused organization that values accuracy, teamwork, and personal service.

What You’ll Do
  • Build relationships with customers by identifying financial needs and recommending appropriate banking products and services
  • Open and maintain consumer and business deposit accounts, including checking, savings, certificates of deposit, and related account services
  • Accurately process retail and commercial transactions, including deposits, withdrawals, transfers, payments, and check cashing
  • Educate customers on digital banking tools, account features, and available services to support and enhance customer experience
  • Maintain accurate documentation and follow applicable banking regulations, security procedures, and internal policies
  • Resolve routine customer questions and concerns professionally, escalating matters when appropriate
  • Partner with team members and other departments to support branch goals and provide consistent service
  • Maintain reliability, punctuality, and professionalism in daily responsibilities
A Day in the Life of a Personal Banker II

Your day may begin by preparing for customer appointments, reviewing account needs, or getting ready to assist customers at the banking center. Throughout the day, you may open accounts, process transactions, answer questions, and help customers understand the banking tools and services available to them.

You will work closely with your team, support branch operations, and take pride in delivering accurate, dependable service. Each day brings variety, along with opportunities to learn, solve problems, and build trust with the customers you serve.

What Success Looks Like

You will be successful in this role when you create a positive customer experience, complete work accurately, and contribute to a team environment where people can count on one another.

  • Create a welcoming and positive experience for every customer
  • Build trust through helpful conversations, follow-through, and dependable service
  • Process transactions, account documentation, and operational tasks accurately
  • Work collaboratively with your team to support customers and keep the banking center running smoothly
  • Show professionalism, attention to detail, sound judgment, and a willingness to keep learning
Work Schedule

Monday - Friday, 7:45 a.m. to 6:15 p.m. (hours vary)

What We’re Looking For
Required
  • High school diploma or GED
  • One (1) or more years of customer service, sales, or banking experience, preferably in a financial institution
  • One (1) or more years of cash handling experience, preferably in a financial institution
  • Strong communication, interpersonal, and customer service skills
  • Strong attention to detail, problem-solving skills, and organizational abilities
  • Ability to work effectively in a team environment and manage multiple priorities
  • Ability to make sound decisions under pressure while maintaining professionalism
Preferred
  • Some college coursework or additional banking-related training
  • Knowledge of banking rules, regulations, products, and services
  • Bilingual abilities to support a diverse customer base
Why This Role Matters

Personal Banker II team members help customers feel welcomed, informed, and supported. By combining service, accuracy, and relationship-building, this role helps create the dependable banking experience customers expect from Rio Bank.

What You’ll Gain at Rio Bank

At Rio Bank, we are committed to supporting your success both professionally and personally. When you join our team, you can expect:

  • Paid time off and paid holidays
  • Medical, dental, and vision insurance
  • 401(k) plan with company match
  • Ongoing training and opportunities to grow your career
  • A supportive, team-oriented work environment
  • Opportunities to give back through community involvement
Equal Opportunity Employer

Rio Bank is an equal opportunity employer. We welcome and encourage applicants of all backgrounds and provide reasonable accommodations for qualified individuals with disabilities.

This posting is intended to provide a general overview of the role. Responsibilities may evolve based on business needs. Employment with Rio Bank remains at-will.

Rio Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all persons regardless of race, religion, color, sex, national origin, age, disability, veteran status or any other legally protected status. Reasonable accommodations for an individual’s disabilities will be made for qualified applicants who are able to successfully perform the essential functions of the job with or without reasonable accommodation.

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