Senior Floating Teller/Customer Service Representative

PlainsCapital Bank; Dallas (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

PlainsCapital Bank is seeking a Senior Teller/Customer Service Representative in the Dallas market. The role handles a range of transactions, assists staff with complex operations, and opens new accounts while supporting branch goals.

The position requires strong customer service, math, and PC skills, with the ability to multitask and work in a deadline-driven environment. Responsibilities include vault duties, notary service, and branch operations support.

Qualifications

• Must have high school diploma or GED.
• Excellent customer service skills.
• Strong verbal, written and interpersonal communication skills.
• Ability to perform basic mathematical calculations with calculator.
• Excellent time management, organizational and problem-solving skills.
• Proficient in Microsoft Office and related PC skills.
• Self-motivated with initiative and attention to detail.

Responsibilities

• Process a variety of financial transactions including cashing checks, deposits, withdrawals, transfers and loan payments.
• Assist tellers and front-line staff with complex transactions and provide overrides within limits.
• Open new accounts and cross-sell bank products/services; explain options and gather signatures.
• Balance vault and perform vault duties; manage coin/currency and prepare change orders.
• Provide notary service and respond to customer inquiries by in person, phone, or mail.
• Open/close branches as scheduled respecting security and dual-control requirements.
• Perform ongoing maintenance on customer accounts and update information as needed.

Skills

Customer service

Verbal and written communication

Time management

Attention to detail

Problem-solving

Microsoft Office

Self-motivation

Education

High School Diploma or GED

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 branches in the Dallas Market. The role also assists tellers and front‑line staff with complex transactions and provides overrides/approvals on escalated transactions. In addition, the Senior Teller/Customer Service Representative 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 the 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, made in person, via 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.
• Opens new accounts and cross‑sells bank products and services. Explains various account/product options and consults with customers to assess their needs; guides customers on product selection or refers customers 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 with 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.
• 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.

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.