Senior Teller/Customer Service Representative

About the Role

Processes a variety of financial transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, and preparing change orders. Assists tellers and other front-line staff with more complex transactions and provides overrides/approvals on escalated transactions. Helps customers with opening accounts, processing check orders, issuing debit cards, general maintenance on existing accounts, and other account-related duties as needed.

Responsibilities

• Provides excellent customer service, including prompt acknowledgment of the customer, maintaining a friendly and courteous disposition, and accurately processing customer transactions.
• Processes a variety of transactions, such as cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, and preparing change orders.
• Assists tellers with escalated and complex transactions, reviews other teller transactions, and provides overrides within assigned limits.
• Helps conduct research on outages and relays information to branch management and the research department.
• Performs vault duties, including ordering and verifying coin and currency, preparing outgoing coin, and disbursing change orders to tellers.
• Verifies cash received or distributed by the vault and balances the vault as scheduled.
• Responds to routine inquiries regarding bank products and services for both customers and employees, in person, via telephone, or by mail.
• Offers notary service.
• May assist branch management and/or lead teller with teller reports, including audit and shipment logs.
• Performs branch opening and closing duties as scheduled and in line with security and dual control requirements.
• Opens new accounts and cross-sells bank products and services.
• Explains various account/product options, consults with customers to assess their needs, and guides them on product selection or refers them 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, including processing address changes, placing stop payments on checks, processing requests for e-statements, and closing accounts according to procedures.
• Other duties as required.

Requirements

• High School diploma, general education degree (GED), or equivalent required.
• 1 to 3 years of teller experience required.
• Excellent customer service skills.
• Ability to perform basic mathematical calculations, including addition, subtraction, multiplication, and division with basic calculator skills.
• Excellent verbal, written, and interpersonal communication skills.
• Excellent time management, organizational, and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
• Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
• Must be self-motivated with strong initiative, a high level of accountability, and attention to detail.

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 55 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.