What are the responsibilities and job description for the Customer Service Representative position at PlainsCapital Bank?
Benefit highlights: 11 Paid Holidays, 15 days of PTO, 401k Matching, Health Benefits, and more!
Under direct supervision assists customers with opening accounts, processing check orders, issuing debit cards, general maintenance on existing accounts, and other account related duties as needed. Provide excellent customer service in person and when responding to customer calls.
Responsibilities
Open new accounts and cross sell bank products and services:
Qualifications
PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.
Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 59 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.
PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.
To learn more, please visit us online at plainscapital.com/about .
Under direct supervision assists customers with opening accounts, processing check orders, issuing debit cards, general maintenance on existing accounts, and other account related duties as needed. Provide excellent customer service in person and when responding to customer calls.
Responsibilities
Open new accounts and cross sell bank products and services:
- Greet customer and make personal introduction.
- Explain various account options for checking, savings, certificates of deposit, safe deposit and Individual Retirement Accounts.
- Enquiry for pertinent financial information to assess customer’s needs and guide customer to best product.
- Input customer information and prepare required documentation to open the new account.
- Review and explain required account documentation with customer and obtain their signature.
- Place check orders for customer.
- Produce debit cards for customer.
- Enter customer information into On-Line Banking database.
- Respond to routine inquiries regarding bank products and services for both customers and employees. These inquiries are made in person, via the telephone or by mail.
- Prepare replacement signature cards per customer request.
- Accept change of address per customer request.
- Place stop payment orders on checks per customer request.
- Close checking, savings, certificates of deposit, safe deposit box and Individual Retirement Accounts.
- Process requests for e-statements.
- Accept wire transfers.
- Process IRA contributions and distributions.
- Prepare Affidavits of Forgery, Forged Endorsement and Fictitious Check.
- Offer Notary service.
Qualifications
- High School diploma, general education degree (GED), or equivalent.
- Minimum one year retail customer service or banking experience.
- Excellent customer service skills.
- Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division with basic calculator skills.
- Excellent verbal, written and interpersonal communication skills.
- Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
- Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
- Must be self-motivated with strong initiative, high level of accountability, and attention to detail.
PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.
Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 59 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.
PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.
To learn more, please visit us online at plainscapital.com/about .
