Teller/Customer Service Representative

PrimeLending•Dallas, TX

About The Position

Under direct supervision, the Teller/Customer Service Representative processes a variety of financial transactions and provides customer service related to bank products, services, and accounts. The role also assists customers with opening accounts, processing check orders, issuing debit cards, and maintaining existing accounts. The position performs branch opening and closing duties and helps maintain accurate cash, receipt, ATM, and other branch balancing. The listed responsibilities describe the general nature and level of the work and are not exhaustive; they may be changed at the Company’s discretion.

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 basic calculator skills.
Excellent verbal, written, and interpersonal communication skills.
Excellent time-management, organizational, and problem-solving skills, with 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-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 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 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 product selection, or refer them to the appropriate business line.
Enter customer information and prepare required documentation to open accounts; review and explain account documentation and obtain required signatures.
Perform general maintenance on customer accounts and related service requests, including 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.