Personal Banker

Overview

Personal Banker Job Duties :
Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

Follows established policies in accordance with the bank and the supervisor's direction.

• Meets monthly new account production goals as assigned by upper management.
• Processes deposits and pay out funds in accordance with bank procedures, recording all transactions accurately and balancing each day's operations.
• Receives cash and checks for deposit, verifies amounts, and looks for check endorsements.
• Examines cash carefully to guard against acceptance of counterfeit checks and identification.
• Enters transactions into computer and issues customer receipts.
• Sells and prepares money orders, cashier's checks, bank-to-bank wires, savings bonds, travelers' checks, and certificates of deposit.
• Processes Western Union wires and cash advances.
• Cross-sells bank services and products.
• Provides bank services to a diverse customer base.
• Performs other tasks as requested by supervisors as they relate to the bank and its functions.