Texas Regional Bank
Personal Banker – Houston, TX
Texas Regional Bank is seeking a dedicated Personal Banker to serve customers in the Houston area. The role combines teller and new account responsibilities to deliver a positive banking experience.
Position Summary Open and close personal and commercial accounts, process teller transactions including cash, deposits, withdrawals, transfers, maintain accurate ledgers, balance cash drawers, provide customer service, and promote bank products. The Personal Banker communicates effectively with customers and staff, handles both teller and new account services, and ensures compliance with policies.
Responsibilities
Open and close accounts using the Business Process Manager software.
Discuss new account documentation and order checks/debit cards.
Prepare documentation for new accounts under CIP/BSA policies.
Execute wire transfers.
Provide account information regarding interest rates and charges.
Operate and maintain cash drawer, process deposits, withdrawals, transfers, loan payments, and cash checks.
Maintain accurate transaction details and prepare daily general ledger entries.
Assist with vault functions and coin machine balancing.
Promote and cross‑sell the bank’s products at every opportunity.
Resolve customer problems and maintain positive relations.
Ensure compliance with all policies and procedures.
Support the bank’s vision, mission, and core values.
Qualifications
High School Diploma or GED.
At least one year of banking experience in new accounts, teller, or lending.
At least six months of cash handling experience.
Strong customer relations and interpersonal skills.
Typing, 10‑key calculator, and Microsoft Office proficiency.
Exceptional accuracy and problem‑solving skills.
Ability to work in high‑pressure, fast‑paced environments and lift up to 25 pounds.
Flexible schedule: Monday through Saturday.
Must be physically present at the bank location.
Texas Regional Bank is an Equal Opportunity Employer.
Additional Details Seniority level: Entry level | Employment type: Full‑time | Job function: Finance and Sales | Industries: Banking
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Position Summary Open and close personal and commercial accounts, process teller transactions including cash, deposits, withdrawals, transfers, maintain accurate ledgers, balance cash drawers, provide customer service, and promote bank products. The Personal Banker communicates effectively with customers and staff, handles both teller and new account services, and ensures compliance with policies.
Responsibilities
Open and close accounts using the Business Process Manager software.
Discuss new account documentation and order checks/debit cards.
Prepare documentation for new accounts under CIP/BSA policies.
Execute wire transfers.
Provide account information regarding interest rates and charges.
Operate and maintain cash drawer, process deposits, withdrawals, transfers, loan payments, and cash checks.
Maintain accurate transaction details and prepare daily general ledger entries.
Assist with vault functions and coin machine balancing.
Promote and cross‑sell the bank’s products at every opportunity.
Resolve customer problems and maintain positive relations.
Ensure compliance with all policies and procedures.
Support the bank’s vision, mission, and core values.
Qualifications
High School Diploma or GED.
At least one year of banking experience in new accounts, teller, or lending.
At least six months of cash handling experience.
Strong customer relations and interpersonal skills.
Typing, 10‑key calculator, and Microsoft Office proficiency.
Exceptional accuracy and problem‑solving skills.
Ability to work in high‑pressure, fast‑paced environments and lift up to 25 pounds.
Flexible schedule: Monday through Saturday.
Must be physically present at the bank location.
Texas Regional Bank is an Equal Opportunity Employer.
Additional Details Seniority level: Entry level | Employment type: Full‑time | Job function: Finance and Sales | Industries: Banking
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