Personal Banker - Southlake, TX

About the Role

The Personal Banker plays a dual role within the banking center by providing both Teller and New Account services. This position requires delivering high-quality customer service and a positive banking experience for all customers.

Responsibilities

New Accounts Duties

• Be well-versed in the Bank’s available products and services.
• Open and close accounts in the Business Process Manager software, including personal and business checking, savings, IRAs, and Certificates of Deposit.
• Discuss new account documentation with customers.
• Order checks and debit cards.
• Prepare documentation for new accounts under the Bank’s CIP/BSA policies.
• Follow up on requests from clients and loan officers in a timely manner.
• Deposit funds received from customers and provide receipts.
• Execute wire transfers.
• Provide information to current and prospective customers regarding interest rates, account charges, and other pertinent account information.

Teller Duties

• Operate and maintain a cash drawer, processing deposits, withdrawals, transfers, loan payments, and cashing checks.
• Maintain accurate details of each transaction.
• Prepare daily general ledger entries.
• Perform vault functions as necessary.
• Assist with daily balancing of the coin machine.
• Assist existing and potential customers with product and service inquiries.
• Balance teller drawer daily.
• Verify accuracy of posted transactions.
• Promote and cross-sell the Bank’s products and services.
• Resolve customer problems and maintain positive relations with all contacts.
• Comply with all department and company policies and procedures.

Other Responsibilities

• Support and promote the Bank’s Vision, Mission, Core Values, organizational structure, policies, and procedures.
• Demonstrate excellent communication, analysis, observation, and decision-making skills.
• Work effectively in high-pressure situations and a stressful atmosphere while remaining composed.
• Comply with federal and state regulations as well as all established Bank policies and procedures.
• Perform other duties as assigned.

Requirements

• High School Diploma or GED.
• At least one year of banking experience working in new accounts, as a teller, or in lending.
• At least six months of cash handling experience.
• Strong customer relations and interpersonal skills.
• Ability to type, use a computer efficiently, and use a 10-key calculator.
• Proficiency with Microsoft Office Suite.
• Ability to handle large quantities of currency while maintaining accuracy.
• Good problem-solving skills, solid decision-making, and effective communication.
• Ability to prioritize and organize work activities.
• Mental concentration for handling frequent interruptions in a fast-paced environment.

Qualifications

• Self-starting individual.
• Must be able to work flexible hours as scheduled, Monday through Saturday, and at any of the bank’s locations as needed.
• Must be physically present in the Bank to perform job duties.
• Position can be mentally and physically stressful, requiring standing for most of the workday and lifting, carrying, or moving heavy boxes or bags of currency and coin, weighing up to 25 pounds.