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Personal Banker North Texas Floater

Texas Regional Bank

Job Location:

Dallas, TX - USA

Monthly Salary: Not provided by the employer

Posted: 3 July 2026 (30+ days ago)

Application Deadline: 30 September 2026

Vacancies: 1 Vacancy

Job Summary

Position Summary

The Personal Banker plays a dual role within the banking center by providing both Teller and New Account services. Providing high quality customer service and a positive banking experience for all customers is essential in this role. The Personal Banker is responsible for opening and closing personal and commercial accounts maintenance of accounts processing teller transactions which includes cashing checks receiving and processing deposits withdrawals transfers balancing teller cash drawer answering phones safe deposit entry answering customer questions resolving related account problems and providing other assistance as requested. This position involves a high level of interaction with customers and employees and requires an ability to communicate effectively. Additionally accurate and timely processing of transactions and requests in accordance with established teller policies and procedures is essential.

New Accounts Duties and Responsibilities

Responsible for being well versed in the Banks available products and services.
Ability to open and close accounts in the Business Process Manger software. Account types may include personal and business checking savings IRAs and Certificates of Deposit.
Ability to discuss new account documentation with customers.
Order checks and debit cards.
Prepare documentation for new accounts under the Banks CIP/BSA policies.
Follow up on requests from clients and loan officers in a timely manner.
Deposit funds received from customer and obtain receipt for customer.
Execute wire transfers.
Provide information to current and prospective customers regarding interest rates account charges and other pertinent account information.

Teller Duties and Responsibilities

Operate and maintain a cash drawer process deposits withdrawals transfers loan payments and cash checks.
Maintain accurate details of each transaction.
Prepare daily general ledger entries.
Perform vault functions as necessary.
Assist with daily balancing of coin machine.
Assist existing & potential customers with product and service inquiries.
Balance teller drawer daily.
Verify accuracy of posted transactions.
Promote and cross-sell the Banks products and services at every opportunity.
Make concentrated effort to solve customer problems.
Promote and maintain positive relations with all contacts customers and potential customers.
Comply with all department and company policies and procedures.

Other Responsibilities

Support and promote the Banks Vision Mission Core Values organizational structure policies and procedures.
Must have excellent communication analysis observation and decision-making skills.
Ability to work in high-pressure situations and a stressful atmosphere while remaining composed.
Comply with federal and state regulations as well as all established Bank policies and procedures.
Other duties as assigned.

Qualifications Education and Experience Requirements

A self-starting individual who possesses the following: High School Diploma or GED and at least one year of banking experience working in new accounts as a teller or in lending.
At least six (6) months of cash handling experience.
Strong customer relations and interpersonal skills.
Ability to type use a computer efficiently and use a 10-key calculator.
Proficiency with Microsoft Office Suite.
Ability to handle large quantities of currency while maintaining accuracy.
Good problem-solving skills solid decision-making and effective communication.
Ability to prioritize and organize work activities.
Mental concentration for handling frequent interruptions and working in a fast-paced environment.
Position can be mentally and physically stressful will require standing for most of the workday and require lifting carrying or moving heavy boxes or bags of currency and coin weighing up to 25 pounds.
Must be able to work flexible hours as scheduled Monday through Saturday and work at any of the banks locations as needed.
Must be able to be physically present in the Bank to perform job duties.
Texas Regional Bank is an Equal Opportunity Employer.