What are the responsibilities and job description for the Customer Service Representative position at PlainsCapital Bank?
Job Summary:
The Customer Service Representative/Receptionist is responsible for creating a positive impression of the company by answering incoming calls and greeting visitors in a positive and professional manner that reflects the company’s commitment to service beyond expectations. Provides callers and visitors with relevant information and directs them to the appropriate party while ensuring company security is maintained. Assists customers with opening accounts, processing check orders, ordering debit card, general maintenance on existing accounts, and other account related duties as needed. Also responsible for a variety of administrative tasks relevant to the reception area.
Essential Functions:
Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. Under the leadership of President and Chief Executive Officer Jerry Schaffner, we have a statewide presence with more than 60 locations in all major Texas markets. We are a strong and stable financial institution and a trusted community partner. We take pride in helping our customers blaze trails of their own, whether launching or expanding a business, raising a family, or moving into retirement. Our diverse range of services includes commercial banking, treasury management, private banking, and wealth management, as well as consumer banking.
To learn more, please visit us online at plainscapital.com/about.
Hours: Monday-Thursday 8:00am-5:00pm & Friday 8:00am-6:00pm
Location: Weatherford, TX - Santa Fe Drive
Benefit highlights: 15 days of PTO, 11 Paid Holidays, 401k Matching, Health Benefits, and more! Read all about our benefits here!
The Customer Service Representative/Receptionist is responsible for creating a positive impression of the company by answering incoming calls and greeting visitors in a positive and professional manner that reflects the company’s commitment to service beyond expectations. Provides callers and visitors with relevant information and directs them to the appropriate party while ensuring company security is maintained. Assists customers with opening accounts, processing check orders, ordering debit card, general maintenance on existing accounts, and other account related duties as needed. Also responsible for a variety of administrative tasks relevant to the reception area.
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.
- Probe 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.
- Order debit cards for customer.
- Enter customer information into On-Line Banking database.
Provide customer service to bank customers and employees:
- 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.
- High School diploma, general education degree (GED), or equivalent.
- Minimum one year retail customer service or banking experience.
- Good personal computing skills, including Microsoft Office
- Excellent math and calculator skills.
- Excellent verbal, written and interpersonal communication skills.
- Excellent customer service skills.
- Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
- Must be self-motivated with strong attention to detail and high level of accountability.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
About the Company:
At PlainsCapital, we’ve always had a trailblazing spirit. PlainsCapital was founded in 1988 by Alan White and a group of investors who raised the capital to acquire Plains National Bank, a Lubbock financial institution with one branch and $198.8 million in assets. Alan, who retired from his post as Chairman of PlainsCapital Bank in 2019, partnered with a team of young bankers who dreamed of bringing relationship banking to Lubbock, and they began to grow the bank one relationship at a time.
Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. Under the leadership of President and Chief Executive Officer Jerry Schaffner, we have a statewide presence with more than 60 locations in all major Texas markets. We are a strong and stable financial institution and a trusted community partner. We take pride in helping our customers blaze trails of their own, whether launching or expanding a business, raising a family, or moving into retirement. Our diverse range of services includes commercial banking, treasury management, private banking, and wealth management, as well as consumer banking.
To learn more, please visit us online at plainscapital.com/about.
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