Banking Solutions Specialist: Accounts & Service

COMMUNITY NATIONAL BANK; Lubbock (TX); On-site; USD 34,000 - 52,000; Full time

Job summary

Community National Bank in Lubbock, TX is seeking a versatile New Account Representative to assist customers with accounts, deposits, withdrawals, and everyday banking needs. You’ll greet customers, explain products and services, and ensure a smooth, professional experience at the lobby desk.

This full-time role combines teller duties with new account processing, CIP compliance, and account maintenance, requiring accuracy, confidentiality, and a customer-first mindset in a fast-paced financial

Qualifications

• Must present a professional appearance.
• Must be highly organized and a self- starter.
• Must be customer oriented.
• Ability to multi-task.
• Must be proficient in Fiserv Operation related Processes.
• Maintain confidentiality.
• Ability to count large sums of money.
• Ability to deal effectively and tactfully with customers and personnel of other departments.
• Ability to work in a team environment.
• Ability to maintain good customer service even if conditions are not favorable i.e., computer systems down, phone systems not working properly, staff shorthanded.

Responsibilities

• Answer customers’ questions and explain available products and services to best meet the needs of the customer.
• Perform all duties of a New Account Representative, Customer Service Representative, and a Teller in a professional and helpful manner.
• Greet customers as they enter the lobby in a pleasant and helpful matter.
• Provide customers with an explanation of different account options and ownership type.
• Open IRA/HSA Accounts and make customer aware of the various legal requirements.
• Process check orders.
• Update and process all account maintenance such as name, address, and account signer changes.
• Initiate order for debit cards, and process documents for lost, closed, or stolen debit cards.
• Process gift cards.
• Process Wires, Stop Payment.
• Process teller functions, including customer verification, deposits, withdrawals, loan payments, cash checks, and balance cash drawer.
• Process cash transactions on the Cash Recycler.
• Handle large sums of cash and balance cash drawer on a daily basis.
• Assist with all end of day duties such as balancing cash drawer, run coin machine, print required reports, and process paperwork to verify teller batches match.

Skills

Customer service

Multi-tasking

Confidentiality

Money handling

Teamwork

Fiserv

Professional appearance

Organized

Self-starter

Customer-oriented

Tools

Fiserv

Job description

Community National Bank in Lubbock, TX is seeking a versatile New Account Representative to assist customers with accounts, deposits, withdrawals, and everyday banking needs. You’ll greet customers, explain products and services, and ensure a smooth, professional experience at the lobby desk.

This full-time role combines teller duties with new account processing, CIP compliance, and account maintenance, requiring accuracy, confidentiality, and a customer-first mindset in a fast-paced financial