Senior Floating Teller/Customer Service Representative

Hilltop Holdings; Dallas (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

Hilltop Holdings, through PlainsCapital Bank in Dallas, seeks a Senior Floating Teller/Customer Service Representative to support multiple branches. You will process cash transactions, deposits, and account activities, assist with complex transactions, and provide overrides as needed.

You’ll also help with opening accounts, debit cards, and routine maintenance of customer records. The role emphasizes strong customer service, accurate transaction processing, and collaboration with tellers and

Qualifications

• Education: High School diploma or GED required.
• 1–3 years teller or retail banking experience preferred.
• Strong communication and math skills; able to multitask.

Responsibilities

• Deliver friendly, accurate service and process transactions promptly.
• Handle cash transactions, deposits, withdrawals, transfers and loan payments.
• Assist tellers with escalated transactions and provide overrides when appropriate.
• Open new accounts and advise customers on product options.
• Perform vault duties and balance cash as required.
• Respond to customer inquiries in person, by phone, or by mail.
• Support branch management and staff with reports and audits.
• Maintain security and branch opening/closing procedures.
• Keep customer records updated and accurate.

Skills

Customer service

Communication

Attention to detail

Education

High School diploma or GED

Tools

Microsoft Office

Job description

Senior Floating Teller/Customer Service Representative

Job Description

The Senior Floating Teller/Customer Service Representative with PlainsCapital Bank processes a variety of financial transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders at our various branches in the Dallas Market. Will also assist tellers and other front-line staff with more complex transactions and will provide overrides/approvals on escalated transactions. Additionally, the Senior Teller/Customer Service Representative also assists 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 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.
• Assists tellers with escalated and complex transactions. Reviews other teller transactions and provides overrides, as appropriate and within assigned limits.
• Helps conduct research on outages and relays information to branch management and research department.
• Performs vault duties including ordering and verifying coin and currency received from bank, preparing outgoing coin, disbursing change orders to tellers. Verifies cash received or distributed by vault and balances the vault as scheduled.
• 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.
• 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.
• 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.
• Other duties as required.

Qualifications

• High School diploma, general education degree (GED), or equivalent required.
• 1 to 3 years of teller experience required.
• 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.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

• Locations 2323 Victory Ave, Dallas, TX, 75219, US (On-site)
• Work Hours Monday - Friday, 8 a.m - 5 p.m