Teller/New Accounts Representative

First-National-Bank-Granbury; Cleburne (TX); On-site; USD 30,000 - 42,000; Full time

Job summary

Paylocity is seeking a Teller/New Account Representative in Texas to process transactions in the lobby, drive-thru, or by phone, providing accurate service and minimizing wait times. You will balance cash, cross-sell products, and educate customers on services such as online banking, money orders, and fraud prevention.

The role involves handling various customer service tasks, including opening/closing CDs, assisting with wires, and notary duties as needed, all while maintaining a professional

Qualifications

• Six months to two years of similar or related experience.
• A high school degree or GED is required.
• Ability to operate computer for several hours daily.
• Strong customer service and discretion in handling confidential matters.

Responsibilities

• Process transactions in lobby, drive-thru, or by telephone to assist customers efficiently.
• Balance cash drawer regularly and notify supervisor of outages.
• Sell money orders, official checks, and other financial products.
• Open/close certificates of deposits and educate customers on penalties and earnings.
• Assist with online banking, wires, and fraud-related inquiries.

Skills

Customer service

Cash handling

Time management

Education

High school diploma or GED

Tools

Basic computer skills

Job description

Description

Teller/New Account Representative Role:

Process transactions and be an effective information source for our customers: in lobby, drive-thru window or by telephone, to accurately and efficiently assist with their requirements while assuring a positive experience for each customer and minimizing wait time. Demonstrate efficiency with transactions and utilization of time in order to assist as many customers as possible without negatively impacting the quality of the transaction. Verbally confirm intended transactions with customer to assure needs are met and minimize errors. Research, troubleshoot and resolve customer and internal inquiries. Maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward customers andco-workers. Regularly balances cash drawer to assure accuracy in teller transactions and notifies supervisor regarding any outages. Sell official items (i.e. money orders, official checks, etc.) so that customers have various ways of handling their finances. various new accounts, including personal, business and fiduciary accounts. Process necessary information and educate the customers as to services/products available as a result. (For example, account types, debit cards, online banking, stop payments and fraud.) Assist with wide variety of customer services including opening/closing certificates of deposits while educating customers of penalties and earnings. Maintain safe deposit boxes, process credit card applications, assist with wires, assist customer through the fraud process, close accounts and perform notary's. Will be responsible for processing check orders; Set up automatic transfers, ACH transfers and wires for customers. Assist customers with beneficiary payouts and will handle basic estate/fiduciary questions. Will assist customers with basic online banking services.

Requirements

Knowledge and Skills

Experience

Six months to two years of similar or related experience, including time spent in preparatory positions.

Education/Certifications/Licenses

A high school degree or GED is required.

Interpersonal Skills

A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.

ADA Requirements

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.