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Personal Banker

1 month ago

Houston, United States Guaranty Bank and Trust NA Full time

We are currently searching for the right person to join our team as a Personal Banker- T.  The Personal Banker-T position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers. 

Our Company’s culture supports customers in achieving their financial goals and dreams.  The Personal Banker is able to help contribute to this by:

Job Duties:

This position will train in Teller duties first and then train in opening new accounts.  Below are the duties of each position.

 Teller

  • Handle cash transactions and make appropriate decisions regarding negotiable instrument transactions, including verify cash and endorsements, receive proper identification and ensure validity, and identify counterfeit currency.
  • Balance ATMs and all cash on hand, drawer activities and totals on a daily basis. Ensure all cash and coin is secured in accordance with bank policy when not in use.
  • Consolidate and balance daily transactions.
  • Performing transactions such as opening accounts, accepting deposits, process loan payments, cashing checks, and issuing money orders and cashier’s checks

Personal Banker

  • Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
  • Taking ownership of the customer experience including on-boarding and resolving service issues
  • Conducting some outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank
  • Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs
  • Contacting new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer’s financial priorities

Combined

  • Engaging customers in the lobby and the phone to assist, educate, and train them on how to conduct transactions through self-service technologies
  • Complying with privacy policies and procedures to maintain customer confidentiality and information protection
  • Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures
  • Completing and passing all required regulatory compliance training as assigned
  • Perform any additional duties and tasks assigned by management

 Qualifications & Skills:

  • Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives
  • Excellent communication skills that build customer relationships based on trust
  • Strong critical thinking and problem-solving skills to meet our customer's needs
  • Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change
  • Ability to collaborate with others to achieve shared goals
  • Proficient in Microsoft Office
  • Ability to work location hours, including some weekends and evenings

Education, Experience & Licenses:

  • High school degree or higher- preferred
  • Minimum of six months’ previous banking or customer service experience
  • Minimum of six months’ cash handling experience.
ExperiencePreferred
  • Less than 1 year(s): A minimum of six months’ cash handling experience.
  • Less than 1 year(s): A minimum of six months’ previous banking or customer service experience
EducationRequired
  • High School or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

See job description