Teller/Customer Service Representative

PrimeLending•Austin, TX

18d

About The Position

Under direct supervision, the Teller/Customer Service Representative processes a variety of financial transactions, assists customers with opening and maintaining accounts, and responds to inquiries about bank products and services. The role includes providing courteous, accurate customer service in person, by telephone, and by mail, as well as performing scheduled branch opening and closing duties in accordance with security and dual-control requirements. The position also supports daily cash and ATM balancing, document handling, and other branch operations. Duties may change at the Company's discretion and are not limited to those listed.

Requirements

High school diploma, GED, or equivalent.
At least 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.
Strong time-management, organizational, and problem-solving skills, including the ability to multitask in a deadline-driven environment.
Strong 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

Provide prompt, friendly, courteous, and professional customer service while accurately processing transactions.
Process checks, 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 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 selecting products, or refer them to the appropriate business line.
Enter customer information and prepare documentation for new accounts; review and explain required documentation and obtain signatures.
Maintain customer accounts and process address changes, stop-payment requests, e-statement requests, and account closures according to applicable procedures.
Perform miscellaneous duties such as filing, answering phones, and maintaining supplies.
Perform other duties as required.