Senior Teller/Customer Service Representative

PlainsCapital Bank; Dallas (TX); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Paid holidays

PTO 15+ days

401k matching

Health benefits

Job summary

PlainsCapital Bank is seeking a Senior Teller/Customer Service Representative to handle a range of financial transactions and assist front-line staff. In addition to cashing checks, deposits, and withdrawals, you will support account openings, debit card issuance, and general account maintenance.

You will also assist with complex transactions, provide overrides when needed, and contribute to branch operations and research on outages.

Qualifications

• High School diploma or GED required.
• 1–3 years teller experience required.
• Excellent customer service and communication skills.
• Basic math skills and proficiency with Microsoft Office.

Responsibilities

• Provide excellent customer service and accurately process transactions.
• Process cashing checks, deposits, withdrawals, transfers, and loan payments.
• Assist tellers with escalated or complex transactions and overrides within limits.
• Support branch operations, research outages, and relay information to management.
• Perform vault duties including coin/currency handling and balancing.
• Answer customer inquiries about bank products and services in person, by phone, or mail.
• Open new accounts, process check orders, issue debit cards, and maintain accounts.
• Conduct branch opening/closing duties per security procedures.

Skills

Customer service

Verbal communication

Written communication

Time management

Attention to detail

Education

High School diploma/GED

Tools

Microsoft Office

Job description

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more!

The Senior 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. 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.
• 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.