Personal Banking Associate 

POSITION SUMMARY

This role provides front-line support across both teller operations and personal banking services in a high-volume financial institution. The ideal candidate will deliver exceptional customer service while driving business growth through relationship-building, product recommendations, and seamless transaction processing. The position requires a friendly, goal-oriented individual who thrives in a customer-centric and fast-paced environment.

RESPONSIBILITIES AND DUTIES

• Deliver a welcoming, personalized experience to customers through in-person service and product guidance.

• Assist clients with deposits, withdrawals, and loan application processing, ensuring accuracy and compliance with bank procedures.

• Open and maintain checking, savings, and loan accounts while advising clients on suitable financial products.

• Manage cash drawers with accuracy and efficiency, following internal controls and balancing procedures.

• Handle transaction processing in a timely manner while resolving discrepancies and ensuring customer satisfaction.

• Cultivate client relationships by identifying financial needs and referring appropriate products or services.

• Support business development by initiating contact with prospective clients through referrals and networking.

• Respond to customer questions or concerns with professionalism and timely follow-up.

• Collaborate with banking center staff to meet team goals and maintain smooth branch operations.

REQUIRED SKILLS AND ABILITIES

• At least 1 year of sales experience in a goal-driven or service-based setting, with a proven track record of exceeding performance targets.

• Minimum of 6 months handling cash or operating a Point of Sale system in retail, hospitality, or similar environments.

• Willingness to obtain Notary Public credentials (bank-sponsored).

• Demonstrated ability to build local relationships and drive referrals through community engagement.

• Comfortable working in a collaborative team environment.

• High ethical standards, attention to detail, and strong work discipline.

• Proficient in Microsoft Office tools such as Outlook, Excel, and Word.

• Positive, engaging personality with confidence and enthusiasm in client interactions.

PREFERRED SKILLS

• Prior banking or financial services experience with a working knowledge of account types and financial products.

• Bilingual proficiency in Spanish (verbal and written) is highly desirable.

HOURS OF OPERATION

• Regular hours: Monday–Friday, 7:15 a.m. – 6:15 p.m.; Saturday, 8:45 a.m. – 1:15 p.m.

• Flexibility required for rotating Saturdays and occasional weekends.

COMPENSATION

Salary range for this position is $18-$19 / HR, depending on background and experience.

To apply, please visit www.fuse3solutions.com.

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