Personal Banker I (Full Time) - Frisco Warren

About the Role

Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also collaborates with the Teller Supervisor to develop, train, and motivate lobby associates to assist customers and effectively cross-sell bank products and services.

Responsibilities

• Presents and explains Bank products and services to clients, assisting in meeting their financial needs, including opening, closing, and maintaining checking, savings, time deposit, and individual retirement accounts, as well as working with safe deposit boxes, savings bonds, credit cards, and basic consumer loans.
• Answers questions and solves problems for clients by listening, collecting data, and securing answers.
• Profiles clients to identify sales opportunities and uses lead lists to generate additional business.
• Resolves client requests and questions promptly, courteously, and professionally.
• Processes new client accounts and changes to existing accounts, maintaining privacy of customer account information.
• Assists area personnel, keeps the Banking Center Manager informed of activities, and completes required reports and records accurately and promptly.
• Oversees annual year-end reporting and special projects, such as key box audits or safe deposit box key audits.
• Reviews new account and data entry for accuracy, supports Treasury Management with new accounts and services, and ensures daily logs are completed correctly.
• Actively sells Bank products and services, meeting sales production goals, and performs related clerical duties.

Qualifications

• High school graduate or equivalent.
• Good understanding of financial services and products.
• 0–3 years of New Account experience.

Requirements

• Complete Personal Banker Mentor Program or Personal Banker Learning Plan.
• Teller Learning Plan, if applicable.
• Understanding of Caller Identification Process and Secure Code, BPM Training (I, II, III, IV), and DocuSign forms and templates.
• Ability to open consumer and commercial checking and savings accounts, issue debit cards, and complete customer file maintenance.
• Clear DDA exceptions, input debit card disputes, and offer bank products to customers.
• Process check orders, wire transfers, and denial exceptions, and identify fraud situations.
• Assist on the teller line and close accounts, as needed.

Skills

• Excellent communication and public relations skills.
• Professional appearance and attitude.
• Ability to operate related computer applications and business equipment, including 10-key and telephone.
• Solid math and bookkeeping abilities.

Schedule

Monday - Friday: 7:15 AM - 6:15 PM. Saturday: 8:45 AM - 1:15 PM. 40 hours per week.