FINANCIAL SERVICES REP. / PERSONAL BANKER / TELLER

    • Job Tracking ID: 512485-643973
    • Job Location: Dallas, TX
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: November 05, 2018
    • Years of Experience: Not Applicable
    • Starting Date: ASAP
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Job Description:

KEY RESPONSIBILITIES:

  • Assist customers with routine account-related requests such as: funds transfers, electronic funds transfers (EFTs), automatic funds transfers (AFTs), wires, stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties.
  • Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary.
  • Research customer questions regarding electronic funds transfers and initiate "Reg E" disputes when appropriate, including the completion of all necessary documents and affidavits.
  • Cross-sell bank products and services based on customer needs in accordance with the banks’ program standards.
  • Relate customer requests for service charge rebates to the assistant vice president and vice president of operations.
  • Process necessary paperwork to rebate customer service charges.
  • Verify information on ATM/debit card applications to the information in customer database. Send exceptions to personal banking counselors for corrections.
  • Update the system with messages regarding ATM/debit cards and service charge rebates.
  • Perform customer requested research, including printing statement and check copies.
  • Input, maintain and/ or delete ATM and debit cards within system.
  • Transfer funds to cover customer overdrafts as directed by bank operations.
  • Notify the research and adjustment coordinator of required adjustments as reported by customers.
  • Contact customers to notify them that check orders and/or debit cards are ready to pick up at the bank.
  • Distribute to customers and properly log all "hold statements" and check orders held by the bank.
  • Act as backup to the switchboard operator, ATM/debit card coordinator and safe deposit vault attendant.
  • Escort appropriate bank personnel into the vault and maintain dual control for safekeeping access and official check and ATM card requisition.
  • Monitor the "bad address" report and attempt to track down customers and obtain updated information.
  • Assist the operations processing specialist by verifying the accuracy of document images.
  • Open, set timers and close the safe deposit vault utilizing dual control.
  • Conduct call-backs to external check printing companies to verify customer information.
  • Process lockbox payments, including deposit preparation and daily report transmission.
  • Contact customers to obtain necessary signatures on items with missing or irregular signatures.
  • Maintain the bank’s files for currency transaction reports, customer safekeeping receipts, loan and trust collateral receipts, commercial resolutions, powers of attorney, court orders, levies, miscellaneous deposit documentation and general correspondence.
  • Manage the process for new business account openings for our family of companies, including adding/removing signers upon hire/termination, properly notifying relevant parties of internal account openings, and ensuring account are only opened with the proper authorization.
  • Input and verification of wires into the wire system.

 

 

 

Experience and Skills:

PROFESSIONALS EXPERIENCE/QUALIFICATIONS:

  • Bachelor’s degree (B.S. / B.A.) from an accredited educational institution, required.
  • 5+ years in banking center operations, preferred.
  • Proficiency in and Microsoft Office Suite (Word, Excel, and PowerPoint), required.
  • Experience utilizing Jack Henry, Fiserv, or another mainstream bank core operating system, required.