Teller - Teller

Apex Systems; Houston (TX); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

ESPP

401K

HSA

Career coaching

Job summary

Everforth Apex Systems in Houston, TX is seeking a Teller to deliver exceptional client service with banking products and services. You will process wires, fund transfers, account openings/closings, cash handling, and maintain records while engaging with customers in person, by phone, and email.

Ideal candidates have 3–5 years of related experience and solid knowledge of banking regulations, operations, and risk controls.

Qualifications

• 3–5 years of related banking experience.
• Knowledge of banking operations, products, and services.
• Familiarity with federal regulations and banking guidelines.
• Strong analytical, problem-solving, and organizational skills.
• Excellent verbal and written communication.

Responsibilities

• Process client account servicing activities on time.
• Handle cash transactions and daily balancing.
• Assist with Safe Deposit Boxes where available.
• Set up and review client accounts and services.
• Cross-sell and identify client needs.
• Stay informed on new products and risk guidelines.
• Mentor fellow Personal Bankers as needed.

Skills

Banking operations

Customer service

Regulatory knowledge

Analytical thinking

Verbal & written communication

Job description

Job#: 3053156

Job Description:

Teller - Teller

Location: Houston, Texas (Onsite)

Role Overview

Under general supervision, this role is responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. The position involves executing and submitting various administrative and operational activities related to clients, banking products, and services. You will interact with clients in person, via telephone, and by email to respond to inquiries and provide information as requested.

Key Responsibilities

• Execute and submit client account servicing activities within appropriate time frames, including processing wires and fund transfers, opening and closing accounts, and maintaining accurate account records.
• Handle paying and receiving activities, including cash transactions and daily balancing.
• Assist with the maintenance and servicing of Safe Deposit Boxes where available.
• Demonstrate expertise in setting up all types of client accounts and services, reviewing documentation for completeness.
• Provide maintenance and holistic advice on assigned relationships by cross-selling and identifying client needs.
• Maintain a strong understanding of policies, procedures, and risk management guidelines.
• Keep informed of all new products and services to respond to client questions.
• Monitor banking reports and assist with banking audits as directed.
• Serve as a mentor to fellow Personal Bankers, offering guidance and direction as needed.

Required Qualifications

Experience: 3-5 years of related experience.

Technical Skills: Knowledge of banking operations, products, and services. Knowledge of federal regulations and banking guidelines. Strong analytical, problem-solving, and organizational skills. Strong verbal and written communication skills.

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.