Lead Teller / Customer Service Representative

US-TX-Frisco
Req #
2017-6550
Type
Full-Time
Category
Retail Banking
Frisco, TX - Legacy Drive
Availability
Monday-Friday 8:00am-5:00pm
Company Name
PlainsCapital Bank

Job Summary

The Lead Teller/Customer Service Representative is responsible for assisting with the supervision of all activities that take place on the teller line. Assists customers with opening accounts, processing check orders, issuing MasterCard check cards, customer service and maintenance on existing accounts and answering customer calls.

Essential Functions

  1. Sets an example of excellence in performance of teller duties such as accepting deposits and loan payments, cashing checks, issuing money orders, 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 Visa check 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.

 

Job Requirements

  • High School diploma, general education degree (GED), or equivalent required.
  • 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 the Company

At PlainsCapital Bank, we’ve always had a trailblazing spirit. PlainsCapital Bank was founded in 1988 by current Chairman Alan B. White and 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 $198.8 million, they began growing the bank one relationship at a time.

Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. We have a statewide presence with more than 60 locations in all major Texas markets. We are a strong and stable financial institution and a trusted community partner. We take pride in helping our customers blaze trails of their own, whether launching or expanding a business, raising a family, or moving into retirement. Our diverse range of services includes commercial banking, treasury management, private banking, and wealth management, as well as consumer banking.


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

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