Personal Banker I

ValueBank Texas is an independently owned community bank since 1967. Our mission statement is to grow our business by providing the products and services our customers want, and by building positive, lasting relationships with our customers.
 

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:
• Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments
• Enhances customer satisfaction by assisting customers with setup of online products, loan applications, and mobile banking
 

Sales:
• Achieves personal sales and referral goals by identifying customer needs and recommending banking products and services to help
• Identifies referral opportunities and makes relevant referrals
• Maintains strong collaborative relationships with co-workers, management, and business
partners
 

Operations:
• Works independently on the Platform side on performing duties such as opening/closing
various accounts, assisting with courtesy and collection calls (NSFs) as needed, submitting
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