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PlainsCapital Bank · 1 month ago

Floating Teller/Customer Service Representative (The Woodlands)

The Woodlands, TX

Full-time

Onsite

Entry Level

1+ years exp

PlainsCapital Bank is a financial institution that focuses on relationship banking and customer service. The Floating Teller/Customer Service Representative will process various financial transactions, assist customers with account management, and provide excellent service in a branch setting.

BankingFinancial Services

Responsibilities

Provides excellent customer service which includes prompt acknowledgment of the customer, maintaining a friendly and courteous disposition and a professional image, and accurately processing customer transactions

Processes a variety of transactions, including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders

Responds to routine inquiries regarding bank products and services for both customers and employees. These inquiries are made in person, via the telephone or by mail

Offers notary service

Performs branch opening and closing duties as scheduled and in line with security and dual control requirements

Maintains and balances daily cash drawer, other receipts daily, ATM (Automatic Teller Machine) when required, and assists in vault, TCD, and/or TCR balancing

Processes mail, night-drop, and ATM deposits. Scans and uploads documents to be forwarded or uploaded to the appropriate file or department

Wraps and bags coin, verifies currency, mixes new currency and turns-in mutilated currency

Open new accounts and cross sells bank products and services. Explains various account/product options and consults with customer to assess their needs; guides customer on product selection or refers customer to the appropriate business line

Inputs customer information and prepares required documentation to open new accounts. Reviews and explains required account documentation and obtains appropriate signatures

Performs general maintenance on customer accounts and provides customer service, including processing address changes, placing stop payments on checks, processing requests for e-statements, and closing accounts in accordance to account/product closing procedures

Performs miscellaneous duties such as filing, answering phones, maintaining supplies, etc

Other duties as required

Qualification

Customer serviceBanking experienceMathematical calculationsMicrosoft OfficeTime managementOrganizational skillsProblem-solvingInterpersonal communicationAttention to detail