What are the responsibilities and job description for the Personal Banker Floater position at Lone Star National Bank?
Job Details
Description
JOB SUMMARY
Teller Floaters process transactions in an efficient manner and in accordance with our established teller policies and procedures. Teller Floaters may be moved from branch to branch within their assigned region to provide coverage, as needed.
Qualifications
ESSENTIAL DUTIES
The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary. In addition, incumbent may be required to rotate between banking centers, as needed.
- Offers world-class customer service and greet every customer in a way that makes them feel welcome
- Builds effective rapport with each customer to uncover additional products and services to meet the customer’s needs and to achieve personal sales goals
- Participates in job specific training and other various Bank training programs, as necessary
- 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
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
- Six (6) months prior experience in the sales and service industry (relevant college courses may substitute this requirement)— 1 year prior experience in sales and service in a retail environment is preferred
- Strong customer relations and interpersonal skills are essential
- Must be able to work flexible hours as scheduled Monday through Friday, and Saturday rotation (hours will fluctuate as business needs dictate)
- Prior cash handling experience is preferred
- Bilingual in English and Spanish, required
ORGANIZATION
- This position reports to Banking Center Manager
- This position does not oversee other positions
TRAINING REQUIREMENTS
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.
COMMUNITY INVOLVEMENT
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.
