Personal Banker - Harker Heights

Teller Functions (50%) 1. Always maintain a neat and organized work area. Make sure that you have ample supplies on hand and your Personal Banker station is properly set up prior to opening for business. 2. Count currency, coins, and checks received, by hand or using currency-counting machine. 3. Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds. 4. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips. 5. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents. 6. Enter customers' transactions into computers to record transactions and issue computer-generated receipts. 7. Count and balance currency, coin, and checks in cash drawers at end of shifts, and calculate daily transactions using computers, calculators, or adding machines. 8. Identify transaction mistakes when debits and credits do not balance when running proof. 9. Process transactions such as term deposits, retirement savings plan contributions, automated Personal Banker transactions, night deposits, and mail deposits. 10. Prepare and verify cashier's checks. 11. Process mortgage or other loan payments, verifying payment dates and amounts due. 12. Provide exemplary customer service via phone and in person. 13. Resolve problems or discrepancies concerning customers' accounts. 14. Explain, promote, or sell other bank products or services. 15. Assist in balancing cash vault to ensure cash balances are correct. Count, verify, and post armored car deposits. 16. Carry out special services for customers, such as ordering bank cards, check, and internet banking products. 17. Follow compliance reporting procedures concerning CTRs, SARs, others 18. Assist in maintaining dual control and other bank logs such as: daily opening and closing checklist; vault access; night deposit access and content verification; mail deposits; outgoing wires; cashier's checks; counter-checks; new account kits; key box contents; REG E debit card disputes; Teller/CSR over-short; cash transactions over $3,000; coin machine and ATM balancing; and Frost/Fed/TIB cash and coin buy/sell transactions. 19. Willing to travel to different locations within the organization. 20. Willing to cross sell all bank and non-banking products and services. New Account Representative Functions (50%) 1. Perform Personal Banker Duties as required. 2. Execute wire transfers. 3. Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes. 4. Answer customers' questions, and explain available services such as deposit accounts, CDs, and IRAs. 5. Inform customers of procedures for applying for services such as Online Banking, ATM cards, direct deposit of checks, certificates of deposit and IRAs. 6. Learn and follow CIP policy when opening new accounts. 7. Obtain all necessary information and required documentation to open specific account type. 8. Use computers and computer systems/programs to set up functions, enter data, or process information. 9. Compile information about new accounts, enter account information into computers, scan and file related forms or other documents. 10. Compile, code, categorize, calculate, tabulate, audit or verify information or data. 11. Obtain credit records from reporting agencies. 12. Cross-sell other value-added bank products and services. 13. Issue initial and replacement safe deposit keys to customers and manage vault access to safety deposit boxes. 14. Analyze information and evaluate results to choose the best solution and solve problems. 15. Refer customers to appropriate bank personnel to meet their financial needs. 16. Develop specific goals and plans to prioritize, organize, and accomplish your work. 17. Assess the value, importance, or quality of things or people. 18. Develop constructive and cooperative working relationships with others and maintaining them over time. 19. Perform day-to-day administrative tasks such as maintaining information files and processing paperwork. 20. Monitor and review information from materials, events, or the environment, to detect or assess problems. 21. Handle complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others. 22. Willing to travel to different locations within the organization. 23. Willing to cross sell all bank and non-banking products and services.

Job Type:

Full-time Pay:

From $18.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Health insurance Health savings account Life insurance Paid time off Vision insurance Wellness program

Work Location:

In person