CSR - Teller/New Accounts

Financial Staffing Resources, Ltd.•Lewisville, TX

17d•$20 - $22

About The Position

As a CSR / Teller, you play a key role in creating a welcoming and trusted experience for every customer. You’re the face of exceptional service, building satisfaction and confidence through every interaction. With a positive attitude, strong product knowledge, and a genuine desire to help, you provide support across a wide range of account services—from opening new accounts to assisting with everyday transactions. You also help customers discover the products and solutions that best meet their financial needs, including referring and up-streaming loan opportunities.

Requirements

High School Diploma or equivalent
Good personal credit history required
Experience in a financial institution as a teller.

Nice To Haves

New accounts experience a plus!

Responsibilities

Recognizes and addresses customers by name. Listens carefully to customer requests, comments, or complaints and responds appropriately in accordance with established procedures. Responsible for comprehensive, prompt, and efficient customer transactions.
Performs a variety of customer service transactions daily, such as account holds, stop payments, direct deposits, and check confirmations.
Cross-markets and promotes additional products and services, including loans, IRAs, CDs, and safe deposit boxes, and up-streams loans for approval.
Opens new personal and commercial accounts, including DDA, savings, CDs, IRAs, and safe deposit boxes. Reviews and approves or declines NSF items in accordance with policy and procedures.
Provides extensive personalized service to depositors with unique or specialized needs, offering account advice, suggestions for resolution, researching customer inquiries, and providing account information as requested.
Counts, checks, and packages coins and currency. Cashes checks and accepts cash for deposits, verifying amounts, examining endorsements, and entering transactions into system records.
Maintains cash supply within prescribed limits, orders cash when needed, prepares transfer slips, and counts incoming cash.
Balances cash drawer at the end of each shift, compares totals to the electronic journal, and reports discrepancies to a supervisor when necessary.
Places holds on accounts for uncollected funds and prepares required notices in accordance with procedures.
Balances and loads the ATM when necessary.
Receives mortgage, consumer loan, and other payments, verifies negotiable instruments and cash offered, ensures payments match balances due, enters payments into system records, and generates receipts.
Performs bank-by-mail and night deposit functions where available.
Participates as a volunteer in community and non-profit activities.
Performs other duties as assigned.