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About the Role
Processes a variety of financial transactions and assists customers with account-related duties under direct supervision.
Responsibilities
- Provides excellent customer service, including prompt acknowledgment, friendly disposition, professional image, and accurate transaction processing.
- Processes financial transactions such as cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, and preparing change orders.
- Responds to routine inquiries about bank products and services via in-person, telephone, or mail.
- Offers notary service.
- Performs branch opening and closing duties according to security and dual control requirements.
- Maintains and balances daily cash drawer, receipts, and ATM when required; assists with vault, TCD, and TCR balancing.
- Processes mail, night-drop, and ATM deposits, and scans/uploads documents.
- Wraps and bags coin, verifies currency, mixes new currency, and turns in mutilated currency.
- Opens new accounts, cross-sells bank products and services, explains options, and refers customers as needed.
- Inputs customer information and prepares documentation for new accounts, explaining requirements and obtaining signatures.
- Performs general maintenance on customer accounts, including address changes, stop payments, e-statement requests, and account closings.
- Performs miscellaneous duties such as filing, answering phones, and maintaining supplies.
- Performs other duties as required.
Requirements
- High school diploma, GED, or equivalent required.
- Minimum one year of retail customer service or banking experience required.
- Excellent customer service skills.
- Ability to perform basic mathematical calculations with a calculator.
- Excellent verbal, written, and interpersonal communication skills.
- Excellent time management, organizational, and problem-solving skills.
- Ability to multitask and work in a deadline-driven environment.
- Excellent PC skills, including Microsoft Office (word processing, spreadsheets) and custom applications.
- Must be self-motivated with strong initiative, high accountability, and attention to detail.
Skills
- Customer service
- Financial transaction processing
- Account opening and maintenance
- Cross-selling
- Notary services
- Cash handling
- Balancing cash drawers
- Basic mathematical calculations
- Verbal communication
- Written communication
- Interpersonal communication
- Time management
- Organization
- Problem-solving
- Multitasking
- PC proficiency
- Microsoft Office Suite
- Attention to detail
Experience Level
- Minimum one year retail customer service or banking experience
Education Level
- High school diploma or GED
Benefits
- 11 Paid Holidays
- 15+ days of PTO
- 401k Matching
- Health Benefits
About the Company
- Founded in 1988, PlainsCapital Bank focuses on relationship banking.
- Ranks sixth among the largest banks headquartered in Texas by deposits.
- Has approximately 55 locations across Texas.
- Offers both commercial and consumer banking services.
- Known for personalized service and a single point of contact.