Teller/Customer Service Representative

Hilltop Holdings•Dallas, TX

13h

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. The position provides customer service and responds to routine questions about bank products and services. It performs branch opening and closing duties, balances cash and other receipts, processes deposits and documents, and supports account opening, account maintenance, and sales of bank products and services. Other duties may be assigned as required.

Requirements

High school diploma or GED, or equivalent.
At least one year of retail customer service or banking experience.
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; 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 by promptly acknowledging customers, maintaining a friendly, courteous disposition and professional image, and accurately processing transactions.
Process financial 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 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 product selection, or refer customers 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 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.