Third Coast Bank
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Financial Service Representative II
role at
Third Coast Bank .
Position Summary The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR answers questions, provides information upon request, and assists customers in understanding and utilizing the bank’s products and services. The FSR opens and services new and existing accounts, assists the Branch Manager in leading employees to exceed customer experience expectations, maintains and operates a teller cash drawer for customer transaction requests, and establishes and maintains customer records in accordance with all banking regulations.
Essential Functions
New Accounts
Interview consumers desiring to establish a banking relationship with Third Coast Bank.
Maintain current knowledge of bank products and services offered.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
Update customer files, signature cards, resolutions, etc. for bank records.
Screen personal account holders via ChexSystems.
Screen commercial accounts via FIS eAccess/ChexSystems online.
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross‑sell bank products and services to new and existing bank customers.
Open, close and service certificate of deposits for personal and commercial customers.
Process Individual Retirement Accounts (IRA) opening, closing, and transfer requests.
Establish and update new account files.
Maintain daily rate sheet.
Serve as a Notary for bank customers and bank personnel (if approved by bank Cashier).
Teller Line
Maintain and operate a teller cash drawer.
Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
Process loan payments.
Issue cashier’s checks and money orders.
Keep records of money and negotiable instruments as required per banking regulations.
Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
Answer general account questions for bank customers.
Cross‑sell bank products and services.
Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
Balance cash drawer at the close of the business day.
File all proof work at the close of the business day.
Safe Deposit Box
Open and close safe deposit boxes via FIS.
Establish and update safe deposit box account files.
Prepare new and updated safe deposit box contracts.
Allow access to Safe Deposit Box Vault to customers.
Complete entry tickets for customers accessing boxes and enter the data into FIS.
Maintain current job knowledge and adhere to all bank policies and procedures.
Maintain current job knowledge of bank products and services. Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center. Answer telephones, answer questions and direct callers to proper bank personnel. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility: This position has no supervisory responsibilities.
Job Type This is a full‑time, non‑exempt position. Typical work hours are Monday through Friday, 8:00 am to 5:00 pm.
Travel No travel is expected for this position.
Work Environment This job operates in a professional office environment. The position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands The incumbent must be able to read documents or instruments, perform detailed work, problem‑solve, handle customer contact, use reasoning, perform math, exhibit language, give presentations, communicate verbally and in writing, apply analytical reasoning, manage stress, handle multiple concurrent tasks and endure constant interruptions.
Education and Experience
High school diploma or general education degree (GED) required; bachelor’s degree preferred. Minimum of one (1) year teller experience, two (2) years of new accounts experience or related experience, or the equivalent combination of education and experience. Work‑related experience should consist of a financial institution cash‑handling and customer service background.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
Knowledge of related state and federal banking compliance regulations, and other bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
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Financial Service Representative II
role at
Third Coast Bank .
Position Summary The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR answers questions, provides information upon request, and assists customers in understanding and utilizing the bank’s products and services. The FSR opens and services new and existing accounts, assists the Branch Manager in leading employees to exceed customer experience expectations, maintains and operates a teller cash drawer for customer transaction requests, and establishes and maintains customer records in accordance with all banking regulations.
Essential Functions
New Accounts
Interview consumers desiring to establish a banking relationship with Third Coast Bank.
Maintain current knowledge of bank products and services offered.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
Update customer files, signature cards, resolutions, etc. for bank records.
Screen personal account holders via ChexSystems.
Screen commercial accounts via FIS eAccess/ChexSystems online.
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross‑sell bank products and services to new and existing bank customers.
Open, close and service certificate of deposits for personal and commercial customers.
Process Individual Retirement Accounts (IRA) opening, closing, and transfer requests.
Establish and update new account files.
Maintain daily rate sheet.
Serve as a Notary for bank customers and bank personnel (if approved by bank Cashier).
Teller Line
Maintain and operate a teller cash drawer.
Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
Process loan payments.
Issue cashier’s checks and money orders.
Keep records of money and negotiable instruments as required per banking regulations.
Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
Answer general account questions for bank customers.
Cross‑sell bank products and services.
Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
Balance cash drawer at the close of the business day.
File all proof work at the close of the business day.
Safe Deposit Box
Open and close safe deposit boxes via FIS.
Establish and update safe deposit box account files.
Prepare new and updated safe deposit box contracts.
Allow access to Safe Deposit Box Vault to customers.
Complete entry tickets for customers accessing boxes and enter the data into FIS.
Maintain current job knowledge and adhere to all bank policies and procedures.
Maintain current job knowledge of bank products and services. Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center. Answer telephones, answer questions and direct callers to proper bank personnel. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility: This position has no supervisory responsibilities.
Job Type This is a full‑time, non‑exempt position. Typical work hours are Monday through Friday, 8:00 am to 5:00 pm.
Travel No travel is expected for this position.
Work Environment This job operates in a professional office environment. The position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands The incumbent must be able to read documents or instruments, perform detailed work, problem‑solve, handle customer contact, use reasoning, perform math, exhibit language, give presentations, communicate verbally and in writing, apply analytical reasoning, manage stress, handle multiple concurrent tasks and endure constant interruptions.
Education and Experience
High school diploma or general education degree (GED) required; bachelor’s degree preferred. Minimum of one (1) year teller experience, two (2) years of new accounts experience or related experience, or the equivalent combination of education and experience. Work‑related experience should consist of a financial institution cash‑handling and customer service background.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
Knowledge of related state and federal banking compliance regulations, and other bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
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