Personal Banker/Float

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Family is at the heart of everything we do at ValueBank Texas. We’re not just bankers – we’re parents, neighbors, and active participants in our community. We’re deeply connected to the areas we serve. Step into one of our branches, and you’ll feel it. Our tellers greet you like an old friend, and our managers make it a point to say hello. This is the essence of ValueBank Texas – a community where you’re not just a customer, but a valued member of our family. Join us in making this bond even stronger.

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. As a Personal Banker/Float, you must be willing to float to other local branches in the bay area as needed.

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

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