Personal Banker/Teller

Platte Valley Bank Kansas City, MO 2018-11-07

Platte Valley Bank has a full time Personal Banker/Teller opening at our Barry Road location. This position will work rotating shifts and 2 Saturdays a month.

The Personal Banker/Teller assists customers in opening new accounts and works as a teller while adhering to Bank policies and procedures.

Essential Functions:

Sales/Operations– 85%

  • Have a basic knowledge of all bank deposit products and services
  • Provide prompt, friendly and professional service at all times
  • Meet monthly cross-sell goals of 4% on new customers and 1.5% on existing customers
  • Refer customers to other types bank products, such as: loans, mortgages and investment services
  • Accept deposits, cash checks
  • Attend sales training as required
  • Maintain a professional appearance and attitude at all times
  • Adhere to Platte Valley Bank Sales program
  • Opening new accounts and performing maintenance on existing accounts
  • Opening safe deposit boxes and allowing customer access
  • Attend all required operational and sales training
  • Assist customers over the phone
  • Properly follow up with each new customer
  • Assisting with customer problem resolution

Compliance/Security – 15%


  • Attend required compliance training*
  • Complies with all new account policies and procedures*
  • Protects the confidentiality of the customers’ business at all times


  • Follow security procedures when opening/closing branch
  • Knows and follow dual control procedures when necessary
  • Knows robbery procedures
  • Protects the confidentiality of the customers’ business at all times
  • Remains alert to possible check cashing scams, money laundering, and forgery/fraud situations


The Personal Banker/Teller is to follow all 5 stages of the sales program:

  • Plan Stage – have a neat workstation and all necessary materials available
  • Relax Stage – Greet customer, make eye contact, stand up, lean forward, use customers name, initiate non-business conversation, give full attention
  • Evaluate Stage – Determine reason for visit, obtain information and verify service need, ask product needs
  • Present Stage – satisfy service information needs, uses sales referral impact question, present product benefit statement
  • Close Stage – Explain purpose of referral, Handle referral objection, name person to see, give brochure, smile, use customers name in closing, make closing remark



  • Uses multiple computer programs, must be able to switch programs quickly and often


  • The Personal Banker/Teller will go back and forth between the Personal Banker duties and Teller duties
  • Must be able to adapt to changing processes and procedures

Detail Oriented

  • Work should be completed quickly and efficiently with few errors

People skills

  • Must be able to listen to and assess customer needs

Physical Demands:

The Personal Banker/Teller can sit for long periods of time and have prolonged computer usage/typing. Coin may have to be lifted 2-3 times per week and bags may be as heavy as 50 pounds. Repetitive motion with counting money.


Previous banking experience preferred. The Personal Banker/Teller must have basic clerical skills and above average computer skills. Good communication skills are necessary.


Job Type: Full-time


  • Sales: 1 year (Preferred)
  • Customer Service: 1 year (Preferred)
  • Cash Handling: 1 year (Preferred)