Third Coast Bank
Financial Service Representative Floater
Third Coast Bank, Dallas, Texas, United States, 75215
Position Title:
Financial Service Representative Floater Department:
Retail Operations Branch Location:
North Texas Overview
Established in March of 2008, Third Coast Bank is a community-owned bank seeking sound growth and dedicated to increasing long term shareholder value by promoting excellence in performance. Our personalized banking services are geared to fulfill the financial objectives of our consumers and commercial patrons. The spirit of community ownership is the centerpiece of our bank's future success. Also, our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement, and exemplary customer service. Third Coast Bank is an equal opportunity employer and does not discriminate against applicants or employees based on race, color, gender, age, religion, national origin, genetic information or disability. Responsibilities
Provide exemplary customer service to all bank customers; answer questions and provide information upon request and assist customers in understanding and utilizing the bank’s products and services. Open and service new and existing bank customers’ accounts; maintain and operate a teller cash drawer to process customer transaction requests. Establish and maintain customer records to adhere to all banking regulations; travel to provide coverage to assigned branch locations as requested. Help ensure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. New Accounts: interview prospective customers, obtain required identification and documentation per CIP and USA Patriot Act, update customer files, screen via ChexSystems, cross-sell products, and service accounts; process IRA openings, closings, and transfers; establish and update new account files; maintain daily rate sheet; serve as Notary if approved. Teller Line: maintain cash drawer, assist with deposits, check cashing and withdrawals, process loan payments, issue cashier’s checks and money orders, balance cash drawer, file proof work and scan documents as required; adhere to BSA CTR/MIL/SAR reporting and cross-sell products. Safe Deposit Box (as applicable): open/close boxes, update account files, prepare contracts, allow customer access, maintain records and data entry in FIS; ensure knowledge of bank policies and procedures. Maintain current knowledge of bank products and services; practice quality teamwork; assist with answering telephones and directing callers; assume responsibility in staff absences or high-demand situations. Perform all other duties as assigned. Qualifications
High school diploma or GED required; bachelor’s degree preferred. Minimum of 1 year teller experience and 2 years of new accounts experience or related training; equivalent combination of education and experience. Banking cash handling and customer service background preferred. Bilingual in Spanish is a plus. Intermediate experience with branch operations, terminology, and products/services; knowledge of related state and federal banking regulations and policies. Proficient computer and software skills (terminal operations, mainframe, word processing, spreadsheets, account opening software); ability to learn and use banking systems. Work Details
Employment type: Full-time; non-exempt. Typical hours: Monday–Friday, 8:00am–5:00pm. Travel: Travel from branch to branch as needed. Work environment: Professional office setting; use of office equipment. Physical demands: Lifting up to 50 pounds; writing, typing, speaking, listening, driving, sitting, standing, and other listed activities. Mental demands: Reading documents, problem solving, customer contact, reasoning, math, language, verbal and written communication, analytical reasoning, stress, multitasking, and interruptions. We are an equal opportunity employer. Referrals increase your chances of interviewing at Third Coast Bank.
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Financial Service Representative Floater Department:
Retail Operations Branch Location:
North Texas Overview
Established in March of 2008, Third Coast Bank is a community-owned bank seeking sound growth and dedicated to increasing long term shareholder value by promoting excellence in performance. Our personalized banking services are geared to fulfill the financial objectives of our consumers and commercial patrons. The spirit of community ownership is the centerpiece of our bank's future success. Also, our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement, and exemplary customer service. Third Coast Bank is an equal opportunity employer and does not discriminate against applicants or employees based on race, color, gender, age, religion, national origin, genetic information or disability. Responsibilities
Provide exemplary customer service to all bank customers; answer questions and provide information upon request and assist customers in understanding and utilizing the bank’s products and services. Open and service new and existing bank customers’ accounts; maintain and operate a teller cash drawer to process customer transaction requests. Establish and maintain customer records to adhere to all banking regulations; travel to provide coverage to assigned branch locations as requested. Help ensure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. New Accounts: interview prospective customers, obtain required identification and documentation per CIP and USA Patriot Act, update customer files, screen via ChexSystems, cross-sell products, and service accounts; process IRA openings, closings, and transfers; establish and update new account files; maintain daily rate sheet; serve as Notary if approved. Teller Line: maintain cash drawer, assist with deposits, check cashing and withdrawals, process loan payments, issue cashier’s checks and money orders, balance cash drawer, file proof work and scan documents as required; adhere to BSA CTR/MIL/SAR reporting and cross-sell products. Safe Deposit Box (as applicable): open/close boxes, update account files, prepare contracts, allow customer access, maintain records and data entry in FIS; ensure knowledge of bank policies and procedures. Maintain current knowledge of bank products and services; practice quality teamwork; assist with answering telephones and directing callers; assume responsibility in staff absences or high-demand situations. Perform all other duties as assigned. Qualifications
High school diploma or GED required; bachelor’s degree preferred. Minimum of 1 year teller experience and 2 years of new accounts experience or related training; equivalent combination of education and experience. Banking cash handling and customer service background preferred. Bilingual in Spanish is a plus. Intermediate experience with branch operations, terminology, and products/services; knowledge of related state and federal banking regulations and policies. Proficient computer and software skills (terminal operations, mainframe, word processing, spreadsheets, account opening software); ability to learn and use banking systems. Work Details
Employment type: Full-time; non-exempt. Typical hours: Monday–Friday, 8:00am–5:00pm. Travel: Travel from branch to branch as needed. Work environment: Professional office setting; use of office equipment. Physical demands: Lifting up to 50 pounds; writing, typing, speaking, listening, driving, sitting, standing, and other listed activities. Mental demands: Reading documents, problem solving, customer contact, reasoning, math, language, verbal and written communication, analytical reasoning, stress, multitasking, and interruptions. We are an equal opportunity employer. Referrals increase your chances of interviewing at Third Coast Bank.
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