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Lone Star National Bank - Edinburg, TX
posted 3 months ago
About the position
The Personal Banker I (PB I) at Lone Star National Bank is a customer-focused role aimed at building strong relationships with clients and addressing their financial needs. The PB I is responsible for establishing various types of accounts, processing credit applications, and providing exceptional customer service while actively contributing to the banking center's sales goals. This entry-level position requires a strong work ethic, critical thinking skills, and a passion for helping customers succeed financially.
Responsibilities
- Provide a welcoming environment and communicate professionally with customers and team members.
- Display passion for serving others and execute exceptional quality service consistently.
- Apply critical thinking and problem-solving skills to identify financial solutions for customers.
- Open all types of new accounts, credit cards, and cross-sell other bank products/services.
- Contribute to meeting the banking center's goals and individual sales and referral goals.
- Participate in job-specific training and other bank training programs as necessary.
- Maintain knowledge of internal risk controls and loss prevention, reporting suspicious activity as per bank policy.
- Comply with all federal and state laws and regulations, and established bank policies and procedures.
- Maintain knowledge of rules and regulations related to BSA/OFAC/USA Patriot Act/CIP/AML.
Requirements
- High School Diploma or GED required.
- Bachelor's degree in business, marketing, or related field preferred.
- 1 year of cash handling experience required.
- 1 year of banking experience required.
- Thorough understanding of corporate business account documentation and consumer loan documentation preferred.
- Ability to learn and adapt to new information and technology platforms.
- Experience using Microsoft Word, Excel, and Outlook.
- Bilingual in English and Spanish preferred.
- Must be able to work flexible hours, including Monday through Friday and Saturday rotation.
Nice-to-haves
- Experience in sales or marketing is a plus.
- Proficiency with BSA and CIP is preferred.
Benefits
- Opportunities for community involvement and volunteering for bank-sponsored activities.
