Senior Teller & Accounts Advisor

PlainsCapital Bank; Frisco (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

PlainsCapital Bank in Frisco, TX is seeking a Senior Teller/Customer Service Representative to process a variety of financial transactions and support front-line staff. You will assist customers with accounts, notary services, and branch operations while upholding service standards.

The role requires 1–3 years teller experience, strong communication and math skills, and the ability to multi-task in a fast-paced environment. Notary and account-related duties are part of the position.

Qualifications

• High School diploma, GED, or equivalent required.
• 1 to 3 years of teller experience required.
• Excellent customer service skills.
• Ability to perform basic mathematical calculations.
• Excellent verbal, written and interpersonal communication skills.
• Excellent time management, organizational and problem-solving skills with the ability to multi-task.
• Excellent PC skills, including word processing and spreadsheets via Microsoft Office.
• 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.
• 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.

Skills

Customer service

Communication skills

Mathematical calculations

Microsoft Office

Attention to detail

Time management

Multi-tasking

Problem-solving

Self-motivation

Education

High School diploma or GED

Tools

Microsoft Office

Job description

PlainsCapital Bank in Frisco, TX is seeking a Senior Teller/Customer Service Representative to process a variety of financial transactions and support front-line staff. You will assist customers with accounts, notary services, and branch operations while upholding service standards.

The role requires 1–3 years teller experience, strong communication and math skills, and the ability to multi-task in a fast-paced environment. Notary and account-related duties are part of the position.