Floating Teller/Customer Service Representative (Fort Worth, Southlake, Denton)

PrimeLending•Fort Worth, TX

20d•Onsite

About The Position

PlainsCapital Bank is seeking a Floating Teller/Customer Service Representative to cover its downtown Fort Worth, Southlake, and Denton branches. This full-time role processes financial transactions such as check cashing, deposits, withdrawals, transfers, loan payments, and change orders. The representative also assists customers with opening accounts, ordering checks, issuing debit cards, maintaining existing accounts, and other account-related duties. The position provides customer service in person, by telephone, and by mail; responds to routine questions about bank products and services; and helps customers assess and select appropriate account and product options. Additional duties include maintaining and balancing cash and other receipts, performing scheduled branch opening and closing duties, processing mail and deposits, preparing currency and coin, scanning and uploading documents, and completing general branch support tasks.

Requirements

High school diploma, GED, or equivalent required.
At least one year of retail customer service or banking experience required.
Excellent customer service skills.
Ability to perform basic mathematical calculations, including addition, subtraction, multiplication, and division, and use a basic calculator.
Excellent verbal, written, and interpersonal communication skills.
Excellent time-management, organizational, and problem-solving skills, with the ability to multitask and work in a deadline-driven environment.
Excellent PC skills, including word processing and spreadsheets using Microsoft Office products, as well as custom applications and systems.
Self-motivation, strong initiative, a high level of accountability, and attention to detail.

Responsibilities

Acknowledge customers promptly, maintain a friendly and courteous disposition and professional image, and process customer transactions accurately.
Process transactions including cashing checks, receiving deposits, distributing withdrawals, transfers, loan payments, and change orders.
Respond to routine inquiries about bank products and services from customers and employees in person, by telephone, or by mail.
Offer notary service.
Perform scheduled branch opening and closing duties in accordance with security and dual-control requirements.
Maintain and balance the daily cash drawer and other receipts; balance the ATM when required; and assist with vault, TCD, and/or TCR balancing.
Process mail, night-drop, and ATM deposits.
Scan and upload documents to the appropriate file or department.
Wrap and bag coin, verify currency, mix new currency, and turn in mutilated currency.
Open new accounts and cross-sell bank products and services.
Explain account and product options, assess customer needs, guide customers in product selection, or refer customers to the appropriate business line.
Enter customer information, prepare account-opening documentation, explain required documentation, and obtain appropriate signatures.
Maintain customer accounts and provide related service, including processing address changes, placing stop payments, processing e-statement requests, and closing accounts according to procedures.
Perform miscellaneous duties such as filing, answering phones, and maintaining supplies.
Perform other duties as required.