Personal Banker & New Accounts Specialist

Bank of the Orient; Houston (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of the Orient is seeking a Banking Services Specialist (Personal Banker) for our Bellaire Branch in Houston, TX. The ideal candidate will manage teller operations, oversee new accounts, and ensure adherence to bank compliance rules.

The role involves opening accounts, cross-selling services, training staff, maintaining records, handling inquiries and complaints, coordinating with ABM to meet branch goals, and maintaining branch security and audit readiness.

Qualifications

• 2 years college level courses or equivalent work experience.
• Minimum 2 years’ experience in all phases of retail bank operations.
• Minimum 1 year New Account experience.
• Notary Public designation.
• Bilingual in Chinese and Vietnamese preferred.

Responsibilities

• Provide support and overrides to teller lines.
• Assists in training Universal Banking Representatives in operational duties.
• Open new accounts with customers, cross-sell and respond to inquiries about account types and services.
• Submit new accounts for review in a timely manner and follow up on any required corrections.
• Perform maintenance on customer accounts and follow bank procedures on record-keeping for new accounts.
• Handle customer complaints and inquiries in a professional and timely manner.
• Coordinate with ABM to meet branch goals by promoting bank products and services to customers.
• Assist ABM in ensuring the branch maintains maximum operational efficiency and security, and compliance with all bank policy and procedures along with applicable laws and banking regulations.
• Prepare weekly, monthly, and quarterly reports in a timely and accurate manner.
• Assist in keeping branch security system in good working order and updates staff about security procedures and policies.
• Actively works with customers to understand each customer’s normal account activity.
• Cross-sells Bank’s products and services.
• Assists as a backup to the ABM in their absence.

Skills

Customer service

Retail banking

Account opening

Compliance awareness

Education

Two years college level courses or equivalent work experience

Job description

Bank of the Orient is seeking a Banking Services Specialist (Personal Banker) for our Bellaire Branch in Houston, TX. The ideal candidate will manage teller operations, oversee new accounts, and ensure adherence to bank compliance rules.

The role involves opening accounts, cross-selling services, training staff, maintaining records, handling inquiries and complaints, coordinating with ABM to meet branch goals, and maintaining branch security and audit readiness.