Personal Banker

About the role

Under direct supervision, provide exceptional customer service involving receipt and payment of cash while working in a high‑volume sales environment.

Responsibilities

• Evaluate new and existing customer relationships and recommend bank products and services to support their financial success
• Follow established policies in accordance with the bank and supervisor’s direction
• Accountable for the personal achievement of monthly new account production as assigned by upper management
• Participate in an active sales environment that may require in‑store aisle prospecting
• Process deposits and pay out funds in accordance with bank procedures, recording all transactions accurately and balancing each day's operations
• Receive cash and checks for deposit, verify amounts, and look for check endorsements
• Examine cash carefully to guard against acceptance of counterfeit checks and identification
• Enter transactions into computer and issue customer receipts
• Sell and prepare money orders, cashier's checks, bank‑to‑bank wires, and certificates of deposit
• Process Western Union wires and cash advances
• Cross‑sell bank services and products
• Provide bank services to a diverse customer base, including a large Spanish‑speaking population
• Perform other tasks requested by supervisors as they relate to the bank and its functions
• Maintain regular and predictable attendance and punctuality
• Approval limits will be based upon established authority levels

Requirements

• Required to stand or walk for extended periods of time dependent upon branch location
• Ability to work in a high volume, stressful and noisy environment
• Operate a computer and other office machinery
• Ability to lift up to 50 lbs.

Schedule

Schedules are prepared based on business need and subject to change at any time.