Personal Banker Associate - Houston Float
Listed on 2026-01-27
-
Finance & Banking
Bank Customer Service
Personal Banker Associate - Houston Float
Job Category
:
Banking
Requisition Number
: PERSO
004409
Posted
:
January 15, 2026
Employment Type
:
Full-Time
Work Location
:
On-site
- 750 Town And Country Blvd, Houston, TX 77024
- 2555 W Holcombe Blvd, Houston, TX 77030
- 5897 San Felipe St, Houston, TX 77057
The Person al Banker Associate has responsibilities as both a Teller and a Personal Banker. The Person al Banker Associate must efficiently process a variety of customer transactions, generate business and deepen relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service while achieving sales goals and supporting banking center staff as needed.
Duties- Greet customers and facilitate a welcoming and customer-focused environment
- Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed
- Build and maintain relationships with customers to help identify financial products and services that meet their needs
- Promote financial products and services
- Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers
- Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures
- Generate new business and expand relationships with current customers through networking and Centers of Influence
- Respond to customer inquiries and concerns and create positive solutions
- Support other employees as needed
As a float Personal Banker Associate, a designated banking center will be assigned at the location stated. This position requires flexibility to drive to and from different banking centers within the region. The cities included in the region are Houston, Sugarland, and Katy. Employee will be required to drive their personal vehicle to various banking center locations and as such, will receive mileage reimbursement.
Required Skills
- Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals
- Minimum of 6 months cash handling and/or Point of Sale (POS) transaction experience in a retail sales or food industry environment
- Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense
Additional Skills
- Ability to generate referrals including making on-site visits with local businesses
- Ability to work effectively as a team member and with customers
- Strong work ethic and high integrity
- Proficient with all Microsoft applications (Word, Outlook, Excel etc.)
- Friendly, outgoing, assertive, confident, and enthusiastic personality
This position is required to participate in both informal and formal training (paid) and must successfully pass our Teller Certification test to be allowed to operate a Teller drawer. Formal training consists of one full week of training/testing which is conducted within your first 3 weeks of employment and is scheduled Monday through Friday from 8:00 a.m.
- 5:00 p.m.
- Successful sales record in a retail banking environment; with knowledge of bank services and products.
- Bilingual (fluent verbal and written Spanish) skills
Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.
EducationHigh School or better.
Equal Opportunity EmployerEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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