Teller/Customer Service Representative

Hilltop Holdings•Dallas, TX

About The Position

Under direct supervision, the Teller/Customer Service Representative 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 includes opening and closing the branch as scheduled, maintaining and balancing cash and other receipts, handling mail, night-drop and ATM deposits, and supporting vault and related balancing. The representative also opens accounts, explains product options, processes account maintenance requests, and performs general branch duties. Other duties may be assigned as required.

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, including 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 prompt, friendly, courteous, and professional customer service while accurately processing customer transactions.
Process checks, deposits, withdrawals, transfers, loan payments, and change orders.
Respond to routine inquiries about bank products and services 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 options, assess customer needs, guide customers in product selection, or refer them to the appropriate business line.
Enter customer information, prepare account-opening documentation, explain required documentation, and obtain appropriate signatures.
Maintain customer accounts and process address changes, stop-payment requests, e-statement requests, and account closures in accordance with applicable procedures.
Perform miscellaneous duties such as filing, answering phones, and maintaining supplies.
Perform other duties as required.