Retail Banking Specialist - Addison, TX Branch

Monet Bank; Addison (TX); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401K with company match

11 paid holidays

Accrue up to 17 vacation/sick days

Discretionary bonus eligibility

Job summary

A Texas-based retail bank seeks a Retail Banking Specialist to join their team in Addison, TX. The role requires exceptional customer service skills and prior experience in banking or as a teller. Responsibilities include processing transactions, enhancing customer satisfaction, and ensuring compliance with bank policies. Candidates should have a high school diploma, strong attention to detail, and effective problem-solving skills. Benefits include medical coverage, a 401K plan, paid holidays, and vacation days.

Qualifications

• Minimum 2-4 years of customer service experience required.
• Prior experience as a teller or new account representative preferred.
• Outstanding listening and communication skills, both written and verbal.
• Professional appearance and demeanor.
• Proficiency with 10-key touch, Microsoft Office and banking software.
• Strong attention to detail with data accuracy.
• Customer service orientation with problem-solving and composure.

Responsibilities

• Process customer transactions accurately and efficiently.
• Conduct teller transactions such as cashing checks and processing deposits.
• Enhance customer satisfaction by developing good professional relationships.
• Greet and develop relationships with customers to enhance satisfaction.
• Perform opening, closing and branch duties.
• Balance cash drawer and assist with vault balancing.
• Open and process incoming mail and log/control checks.
• Answer calls and resolve customer questions, escalating when needed.
• Image documents and perform quality control checks.
• Maintain branch security and customer confidentiality.

Skills

Customer service orientation

Attention to detail

Effective problem-solving

Interpersonal communication

Time management

Attendance & punctuality

Education

High School diploma or equivalent

Tools

Microsoft Office

Banking software applications

Banking software

Job description

Job Description

Come join our thriving retail banking team and bring your passion for great customer service! Retail Banking Specialists are part of a small, vital, hands‑on team who provide exceptional frontline service and support to our current and prospective customers. In this essential role for Monet Bank (operating under the Beal Bank Texas charter), you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong product knowledge and a friendly, responsive approach. Rather than focus on sales goals, the Bank is known for our competitive rates, secure growth and great service.

This position is based at Monet Bank’s Addison, TX location with working hours from 8 am to 5 pm Monday through Friday.

Essential Job Duties & Responsibilities

• Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts)
• Required participation in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met
• Conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
• Enhance the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers
• Perform opening, closing and other branch duties
• Balance cash drawer and assist with cash vault balancing
• Open and process incoming mail
• Complete logs, reports and control checks while maintaining a neat and organized work area
• Answer incoming phone calls, address customer questions and concerns and escalate any problems or disputes to appropriate internal resources for resolution
• Image documents and perform quality control checks
• Practice branch security procedures and protect customer confidentiality and privacy

Qualifications

• Prior experience as a teller or new account representative preferred
• Minimum 2‑4 years customer service experience
• High School diploma or equivalent required
• Professional appearance and demeanor
• Proficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applications
• Demonstrated good attendance and punctuality
• Strong attention to detail with high concern for data accuracy
• Customer service orientation with effective problem‑solving and ability to maintain composure and a positive attitude when interacting with customers and team members
• Outstanding listening and interpersonal communication skills, both written and verbal
• Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines
• Critical thinking and decision‑making skills
• Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast‑paced environment
• Self‑motivated
• Overnight and out of town travel is possible on occasion

Benefits Options Include

• Medical, dental and vision coverage
• 401K with company match
• 11 paid holidays
• Accrue up to 17 vacation/sick days per year in your first year on a pro‑rata basis
• Applicant may be eligible for annual discretionary bonus

No relocation assistance provided.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Equal Opportunity Employment

Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA

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