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    Financial Services Counselor - Dallas, TX, United States - First National Bank Texas

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    Description

    Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.


    • Follow the established policies in accordance with the bank and the supervisor's direction
    • Accountable for the personal achievement of monthly new account production as assigned by upper management
    • Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
    • Receive cash and checks for deposit, verify amounts, and look for check endorsements
    • Examine cash carefully to guard against acceptance of counterfeit checks and identification
    • Enter transactions into computer and issue customer receipts
    • Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit
    • Process western union wires and cash advances
    • Cross-sell bank services and products
    • Provide bank services to a diverse customer base, including a large Spanish speaking population
    • Perform other tasks requested by supervisors as they relate to the bank and its functions
    Operate a computer and other office machinery

    • Six months of work experience in a retail or customer service environment preferred
    • Must be able to work a flexible schedule including evenings, weekends, and holidays.
    • Must successfully pass background investigation according to company policy


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