Teller/Customer Service Representative

PrimeLending•Dallas, TX

About The Position

PlainsCapital Bank is seeking a Teller/Customer Service Representative who, under direct supervision, processes financial transactions and provides customer service. The role includes handling cash and deposits, withdrawals, transfers, loan payments, and change orders, as well as helping customers open accounts, order checks, obtain debit cards, and maintain existing accounts. The representative also responds to routine questions about bank products and services, explains account options, and guides customers toward appropriate products or business lines.

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 and use a basic calculator.
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 spreadsheets, 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 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 account documentation and obtain required signatures.
Maintain customer accounts and provide related service, including address changes, stop payments, 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.