Floating Teller & Customer Service Specialist

PlainsCapital Bank; Lubbock (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

11 Paid Holidays

15+ days of PTO

401k Matching

Health Benefits

Job summary

PlainsCapital Bank in Lubbock, TX is seeking a Floating Teller/Customer Service Representative to process a variety of financial transactions and assist customers with accounts. The role floats to multiple Lubbock branches from the Main Bank location, delivering friendly service and accurate handling of deposits, withdrawals, and notary duties.

The ideal candidate has at least one year of retail banking or customer service experience, strong math and computer skills, and excellent communication

Qualifications

• High School diploma or GED or equivalent required.
• Minimum one year retail customer service or banking experience required.
• Excellent customer service skills.
• Ability to perform basic mathematical calculations including addition, subtraction, multiplication, 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, high level of accountability, and attention to detail.

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.

Skills

Customer service

Communication

Time management

Detail-oriented

Multi-tasking

Problem solving

Education

High School diploma or GED

Tools

Microsoft Office

Job description

PlainsCapital Bank in Lubbock, TX is seeking a Floating Teller/Customer Service Representative to process a variety of financial transactions and assist customers with accounts. The role floats to multiple Lubbock branches from the Main Bank location, delivering friendly service and accurate handling of deposits, withdrawals, and notary duties.

The ideal candidate has at least one year of retail banking or customer service experience, strong math and computer skills, and excellent communication