Federal Deposit Insurance Corporation - FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Federal Deposit Insurance Corporation - FDIC-Insured - Backed by the full faith and credit of the U.S. Government
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.
Key Responsibilities:
Service:
Sales:
Operations:
*Performs other job related duties or special projects as assigned
Requirements:
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.
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
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.
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
Description:
The Assistant Operations Manager leads operations, promotes service and sales, and employee
development in the Operations. The ABM provides superior level of customer service, promotes a service and sales culture through mentoring and coaching, and develops new deposit and loan business. The ABM is responsible for implementing human resource strategies that involve cultivating a solid team, leadership according to ValueBank Texas’ core values and mission statement, and focus on delivering the best customer and employee experience.
Key Assistant Responsibilities:
Operations:
• Manages Operations personnel including training, mentoring, staffing, scheduling, prioritizing, and delegating work assignments
• Responsible for opening new accounts and maintaining customer relationships
• Performs monthly, quarterly and annual audits, reviews accounts for CIP exceptions
• Audit bank vault, buying and selling of cash, ensuring regulations such as REG CC holds are done properly, balance and replenish ATM according to bank policy
• Must comply with BSA/AML/OFAC regulations and guidelines
Business Development/Sales Development:
• Maintains strong collaborative relationships with relative business lines, partners, and peers
• Strengthens and maintains customer relationships by cross selling products and delivering superior customer service
• Participates in bank sponsored community volunteer projects and assignments to increase bank’s visibility
• Identifies referral opportunities and makes relevant referrals across lines of business
Employee Development:
• Leads and follows up on action plans to improve employee experience
• Does observations to evaluate and mentor team to encourage stronger performance
• Supports Retail Operations Manager in their external market/business development objectives by managing to superior service and sales
*Performs other job-related duties or special projects as assigned
AOM I –Revised 10/17/2024 Page 2
Requirements:
• College degree preferred (relevant years of experience can be substituted at discretion of
management
• Generally, 1-2 years’ experience in managing a team, may be substituted at management’s
discretion
• Demonstrates people leadership in a service-driven sales culture