Teller/Customer Service Representative

Hilltop Holdings•Houston, TX

About The Position

Under direct supervision, the Teller/Customer Service Representative at PlainsCapital Bank processes a variety of financial transactions, including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, and preparing change orders. The role also assists customers with opening accounts, processing check orders, issuing debit cards, maintaining existing accounts, and other account-related duties as needed. The position provides customer service and responds to routine questions about bank products and services. It also supports branch operations through cash and ATM balancing, opening and closing duties, deposit processing, document handling, and general administrative tasks. The role may include opening accounts and explaining product options to help customers identify services that meet their needs.

Requirements

High school diploma, GED, or equivalent.
Minimum of one year of retail customer service or banking experience.
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 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-motivated, with strong initiative, a high level of accountability, and attention to detail.

Responsibilities

Provide excellent customer service through prompt acknowledgment, a friendly and courteous disposition, a professional image, and accurate transaction processing.
Process financial transactions, including check cashing, deposits, 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 daily 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 them to the appropriate business line.
Enter customer information and prepare required documentation for new accounts; review and explain account documents and obtain appropriate signatures.
Maintain customer accounts and provide service, including processing address changes, placing check stop payments, processing e-statement requests, and closing accounts according to applicable procedures.
Perform miscellaneous duties such as filing, answering phones, and maintaining supplies.
Perform other duties as required.