Senior Teller/Customer Service Representative

2 weeks ago

San Antonio, United States Hilltop Holdings Full time
Job Description

The Senior Teller/Customer Service Representative is responsible for assisting with the supervision and operational needs of activities that take place on the teller line. Assists customers with new account onboarding, conducting ancillary account product or services onboarding, , assists current customers with service and maintenance requests for existing account relationship, and answering customer calls.

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more

Responsibilities

  1. Sets an example of excellence in performance of teller duties such as accepting deposits and loan payments, cashing checks, issuing money orders, official checks, savings bonds, handling customer inquiries, closing accounts, etc.
  2. Communicates with superiors about policies and procedures, recognizes opportunities for operational improvement, new business prospects and cross selling opportunities, need for administrative support, etc.
  3. Plans daily work schedule of personnel so that work is promptly dispatched through the day, and cash counts are made at shift end with long/short properly verified.
  4. Helps other branch tellers in the performance of their duties, emphasizing accuracy, awareness of customer needs (cross selling opportunities) in a friendly, but professional manner.
  5. Monitors security devices to see that they work properly.
  6. Reviews the "Policy for Protection of Cash Assets" monthly and makes sure that the levels specified for the location are being observed and that coin, currency, cash items and other documents are being handled in a secure manner as outlined in the policy.
  7. Inspects to see that necessary cleaning and maintenance is being performed and that personnel are keeping their work areas organized for efficient use as well as neat appearance.
  8. Maintains information as to what vendors are to be called for service on equipment and initiates contact according to bank policy when service is needed.
  9. Assumes the responsibility of the department in the manager's absence; researches, answers and resolves customer and teller problems; schedules teller work hours; conducts cash audits; and assists tellers in balancing.
  10. Opens new accounts and cross sell bank products and services
    • Greets customer and makes personal introduction.
    • Explains various account options for checking, savings, certificates of deposit, safe deposit and Individual Retirement Accounts.
    • Probes for pertinent financial information to assess customer's needs and guides customer to best product.
    • Inputs customer information and prepares required documentation to open the new account.
    • Reviews and explains required account documentation with customer and obtains their signature.
    • Places check orders for customer.
    • Produces debit cards for customer.
    • Enters customer information into On-Line Banking database.
  11. Provides customer service to bank customers and employees.
    • 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.
    • Prepares replacement signature cards per customer request.
    • Accepts change of address per customer request.
    • Places stop payment orders on checks per customer request.
    • Closes checking, savings, certificates of deposit, safe deposit box and Individual Retirement Accounts.
    • Processes requests for internet banking.
    • Accepts wire transfers.
    • Processes IRA contributions and distributions.
    • Prepares Affidavits of Forgery, Forged Endorsement and Fictitious Check.
    • Offers Notary service.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

Qualifications

  • High School diploma, general education degree (GED), or equivalent
  • 1 to 3 years of Teller experience required.
  • Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
  • Excellent math and calculator skills.
  • Excellent verbal, written and interpersonal communication skills.
  • Organizational skills and the ability to prioritize work.


About Us

PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.

Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 59 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.

PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.

To learn more, please visit us online at plainscapital.com/about.

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