Teller/Customer Service Representative

PrimeLending • Prosper, TX

1d

About The Position

Under direct supervision, the Teller/Customer Service Representative processes financial transactions and provides customer service related to bank products and accounts. The role also assists customers with opening accounts, ordering checks, issuing debit cards, maintaining existing accounts, and other account-related duties. Responsibilities may change at the Company's discretion and are not limited to the duties listed.

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 and use a basic calculator.
• Excellent verbal, written, and interpersonal communication skills.
• Strong time-management, organizational, and problem-solving skills, with the ability to multitask 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, accountability, and attention to detail.

Responsibilities

• Provide prompt, friendly, courteous, and professional customer service while accurately processing transactions.
• Process transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, and preparing change orders.
• Respond to routine inquiries about bank products and services in person, by telephone, or by mail.
• Offer notary services.
• 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 them to the appropriate business line.
• Enter customer information and prepare required documentation for new accounts; review and explain required documentation and obtain appropriate signatures.
• Maintain customer accounts and provide related service, including processing address changes, stop-payment requests, e-statement requests, and account closures in accordance with procedures.
• Perform miscellaneous duties such as filing, answering phones, and maintaining supplies.
• Perform other duties as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED