Personal Banker Floater

Job description

Personal Banker Floater

Palmview - Palmview, TX 78574

Job Description

The Personal Banker I (PB I) is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results. The PB I makes a positive impact in the lives of our customers by building strong relationships and learning about their financial needs. The PB I will establish all types of accounts and take credit applications from our customers. The PB I possess a strong passion to succeed and engages with prospects to develop new business and deepen the relationship of our existing customers while delivering exceptional quality service.

Personal Bankers devote much of the day to building long term relationships with customers in person and by phone. Floaters may be moved from branch to branch within their assigned region to provide coverage, as needed.

Essential Duties

Displays passion for serving others and consistently executes exceptional quality service

Applies strong critical thinking and problem-solving skills to resolve and or identify financial solutions for new and existing customers

Provides a complete range of customer service including opening all types of new accounts, credit cards, and cross-selling of other bank products/services such as self-service banking solutions (ATM, Mobile Banking, etc.)

Actively contributes to help meet the banking center's goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as; Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management

Assist teller line as needed and maintains and balances the cash drawer by accounting for cash assigned, received and disbursed

Maintains current knowledge and adheres to all new account's compliance rules/regulations and internal audit controls related to banking center lobby operations

Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy

Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations

Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML

Qualifications

Qualifications

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

High School Diploma or GED

Bachelor's degree in business, marketing or related field, preferred

An equivalent amount of experience in sales, marketing or operations may substitute the degree preference

(1) year of cash handling experience

(1) year of Banking experience

Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP, preferred

Ability to learn and adapt to new information and technology platforms

Experience using personal computers, Microsoft Word, Excel and Outlook

Bilingual in English and Spanish, preferred

Must be able to work flexible hours as scheduled Monday through Friday, and Saturday rotation (hours will fluctuate as business needs dictate)

This position reports to the Banking Center Manager

This position does not oversee other positions

All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal banking laws and regulations, including internal bank policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination.

Lone Star National Bank's Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for bank sponsored activities, civic, charitable and community events and to be active in the communities we serve.

LSNB is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws.

Management reserves the right to change this position description at any time according to business needs.

Worksite address

mission, TX, 78512, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.