What are the responsibilities and job description for the Personal Banker position at ValueBank Texas?
Family is at the heart of everything we do at ValueBank Texas. We’re not just bankers – we’re parents, neighbors, and active participants in our community. We’re deeply connected to the areas we serve. Step into one of our branches, and you’ll feel it. Our tellers greet you like an old friend, and our managers make it a point to say hello. This is the essence of ValueBank Texas – a community where you’re not just a customer, but a valued member of our family. Join us in making this bond even stronger.
Description:
The Personal Banker I will be crossed trained for both Customer Service Representative and Teller
duties. This position will participate in the daily operations of the branch; including but not limited to,
assisting customers with account management and other financial services needs and providing timely
and efficient completion of client transactions while maintaining accurate records and thorough
handling of all monies assigned. This position will proactively participate in the sales/quality referral
process of the branch as directed by management.
Key Responsibilities:
Service:
payments, cash advances, transfers, and issuing monetary instruments
Sales:
Service:
- Processes a variety of customer transactions accurately and efficiently in adherence to bank
payments, cash advances, transfers, and issuing monetary instruments
- Enhances customer satisfaction by assisting customers with setup of online products, loan
Sales:
- Achieves personal sales and referral goals by identifying customer needs and recommending
- Identifies referral opportunities and makes relevant referrals
- Maintains strong collaborative relationships with co-workers, management, and business
Operations:
address and name changes; seeks assistance and guidance from leadership when necessary
- Works independently on the Platform side on performing duties such as opening/closing
address and name changes; seeks assistance and guidance from leadership when necessary
- Adheres to all operational banking regulations and policies
- Observes branch security procedures and protects customer confidentiality and privacy
- Performs other job related duties such as CTRs, REG CC holds, Dual Control Processes, etc.
- Must comply with BSA/AML/OFAC regulations and guidelines
- Performs other job related duties or special projects as assigned
Requirements:
- One – Four years’ sales relationship and/or cash handling experience preferred
- High School diploma or equivalent (College degree preferred)
- Demonstrates personal integrity, superior salesmanship, service excellence
- Effective listener, team builder, excellent communicator
