Teller & New Accounts Specialist

Paylocity; 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

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