Senior Teller/Customer Service Representative (Kirby)

PrimeLending•Houston, TX

8d•Onsite

About The Position

PlainsCapital Bank is seeking a Senior Teller/Customer Service Representative for its Kirby branch. The role processes a variety of financial transactions, assists tellers and other front-line staff with complex or escalated transactions, and provides overrides or approvals within assigned limits. It also supports customers with opening accounts, check orders, debit cards, account maintenance, and other account-related needs. The position may also assist branch management or the lead teller with reports and performs branch opening and closing duties as scheduled.

Requirements

High school diploma, GED, or equivalent required.
One to three years of teller experience required.
Excellent customer service skills.
Ability to perform basic mathematical calculations using basic calculator skills.
Excellent verbal, written, and interpersonal communication skills.
Excellent time-management, organizational, and problem-solving skills, with the ability to multitask in a deadline-driven environment.
Excellent PC skills, including Microsoft Office word processing and spreadsheet products, as well as custom applications and systems.
Self-motivated, with strong initiative, a high level of accountability, and attention to detail.

Responsibilities

Provide prompt, courteous, and professional customer service while accurately processing transactions.
Process checks, deposits, withdrawals, transfers, loan payments, and change orders.
Assist tellers with escalated and complex transactions.
Review teller transactions and provide overrides, as appropriate and within assigned limits.
Research outages and relay information to branch management and the research department.
Perform vault duties, including ordering and verifying coin and currency, preparing outgoing coin, and distributing change orders to tellers.
Verify cash received or distributed by the vault and balance the vault as scheduled.
Respond to routine inquiries about bank products and services in person, by telephone, or by mail.
Offer notary service.
Assist branch management and/or the lead teller with teller reports, including audit and shipment logs.
Perform branch opening and closing duties as scheduled and in accordance with security and dual-control requirements.
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 them to the appropriate business line.
Enter customer information and prepare required documentation to open new accounts.
Review and explain account documentation and obtain appropriate signatures.
Maintain customer accounts and provide related service, including address changes, stop-payment requests, e-statement requests, and account closures according to procedures.
Perform other duties as required.