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Full Time Client Service Coordinator

Location:

Lockhart Banking Center 

111 South Main Street 
Lockhart, Texas 78644

Summary:

The Client Services Coordinator will assist the bank’s customers with all matters relating to their accounts, route calls to the intended recipient and work with fellow employees to meet the needs of the customers. The Client Services Coordinator will review customer account information, file bank documents, run proof, and other duties as assigned.

Duties and Responsibilities:

  • Answer incoming calls, greeting callers, providing account information, transferring calls and/or taking messages as necessary
  • Respond to customer inquiries regarding account balances, researching transaction history, resetting internet banking logins and passwords and any other request the customer may have
  • Complete deposit account POD adjustments, posting exceptions and balancing deposit applications
  • Assist in checking and reviewing file maintenance on accounts
  • Responsible for checking and reviewing large items, endorsements, verify signatures match signature cards, and stop payments
  • Scan documents & signature cards
  • File new account files
  • Pull closed and dormant account files
  • Operate scanning machine
  • Abide by First Lockhart National Bank policies and procedures, including dress code standards, safety guidelines, security procedures, etc.
  • Perform specific tasks as assigned by management

Requirements:

  • Requires the ability to listen carefully to customer and respond in a delightful and professional manner
  • Requires the ability communicate professionally to any upset customers
  • Requires the ability to perform arithmetical calculations
  • Requires the ability to use a typewriter, calculator, CRT\printer, postage machine and shredder
  • Requires the ability to type 35 to 45 words per minute
  • Requires the ability to use hands frequently for fine manipulation of equipment and material such as keyboard, paper and currency
  • Requires the ability to transport occasionally up to 25 lbs. of supplies/materials
  • Requires sufficient visual acuity 
  • Requires ability to operate a computer for 90% of the work day

Essential Job Qualifications:

  1. Ability to multi-task effectively and efficiently
  2. Strong communication skills
  3. Ability to follow directions
  4. Strong organization skills
  5. Detail oriented
  6. Basic Microsoft Office knowledge
  7. High school diploma
  8. After proper training, ability to work with minimal supervision.
  9. Must be able to effectively interact with management, employees, customers and others.
  10. Personal experience using internet banking, bill pay, mobile banking, direct deposit and general banking services is preferred.

Disclaimer

The foregoing list of requirements, duties, and responsibilities is not intended as an exclusive enumeration, those listed being for the purpose of illustration and not intended by way of limitation.  Management reserves the right to revise the Job Description and to require that other tasks be performed when the circumstances of the job change.  (For Example: emergencies, change in personnel, workload or technical development.)



Full Time Teller

Location:

Lockhart Banking Center
111 South Main Street
Lockhart, Texas 78644

Summary:

Process deposits, transfers, withdrawals and other transactions in accordance with established policies and procedures; must be continuously aware of fraud loss and check cashing guidelines as well as all security and transaction documentation requirements.  Also responsible for the security of assigned cash which must be maintained and balanced within established guidelines.  Assist with selling of bank products to new and existing customers.

Duties and Responsibilities:

  1. Process all transactions within established policies and procedures to ensure operation excellence.
  2. Balances cash drawer according to bank procedures on a daily basis.
  3. Process cash advance transactions daily.
  4. Close out deposits made with MasterCard/Visa sales daily.
  5. Safeguard cash, confidential customer information, and bank assets.
  6. Identify cross-selling opportunities and refer sales to the appropriate departments.
  7. Cooperate with co-workers to complete assignments in a timely manner as needed.
  8. Process miscellaneous mail-in deposits.
  9. Process night deposit bags under dual control.
  10. Assist in commercial deposits as needed.
  11. Provides excellent customer service to all customers of the bank and assist with printouts, inquiries, check orders, and other directions as needed.
  12. Performs all other job duties as assigned by management.
  13. Abides by First-Lockhart National Bank policies and procedures, including dress code standards, safety guidelines, security procedures, etc.
  14. Attend all mandatory meetings.

Requirements:

  • Requires the ability to read, understand and write the English language.
  • Requires the ability to speak and hear the English language.
  • Requires the ability to perform arithmetical calculations in order to complete customer transactions.
  • Requires the ability to use teller terminal, computers, printers, calculators, currency and coin equipment, fax machine, and copier to perform the job.
  • Requires the ability to be mobile approximately 2 hours per workday.
  • Requires the ability to stand 7 hours per workday.
  • Requires the ability to bend/squat frequently in the scope of performing the job.
  • Requires the ability to transport up to 50lbs of boxed/bagged coins.
  • Requires sufficient visual acuity to perform the job.
  • Requires the ability to use hands frequently for fine manipulation of equipment and materials such as keyboard, paper and currency.
  • Requires the ability to possess mental demands, precisions and accuracy.
  • Requires the ability to possess public relations and communication skills in dealing with Bank customers.

Essential Job Qualifications:

  1. High School Diploma.
  2. Related work experience or minimum 1 year cash handling experience.
  3. Bilingual English and Spanish is a plus.
  4. Good communication and customer relations skills.

Disclaimer

The foregoing list of requirements, duties, and responsibilities is not intended as an exclusive enumeration, those listed being for the purpose of illustration and not intended by way of limitation.  Management reserves the right to revise the job description and to require that other tasks be performed when the circumstances of the job change. (For Example: emergencies change in personnel, workload or technical development.)





Full Time Teller

Location:

Kyle Banking Center
800 W. FM 150
Kyle, Texas 78640

Summary:

Process deposits, transfers, withdrawals and other transactions in accordance with established policies and procedures; must be continuously aware of fraud loss and check cashing guidelines as well as all security and transaction documentation requirements.  Also responsible for the security of assigned cash which must be maintained and balanced within established guidelines.  Assist with selling of bank products to new and existing customers.

Duties and Responsibilities:

  1. Process all transactions within established policies and procedures to ensure operation excellence.
  2. Balances cash drawer according to bank procedures on a daily basis.
  3. Process cash advance transactions daily.
  4. Close out deposits made with MasterCard/Visa sales daily.
  5. Safeguard cash, confidential customer information, and bank assets.
  6. Identify cross-selling opportunities and refer sales to the appropriate departments.
  7. Cooperate with co-workers to complete assignments in a timely manner as needed.
  8. Process miscellaneous mail-in deposits.
  9. Process night deposit bags under dual control.
  10. Assist in commercial deposits as needed.
  11. Provides excellent customer service to all customers of the bank and assist with printouts, inquiries, check orders, and other directions as needed.
  12. Performs all other job duties as assigned by management.
  13. Abides by First-Lockhart National Bank policies and procedures, including dress code standards, safety guidelines, security procedures, etc.
  14. Attend all mandatory meetings.

Requirements:

  • Requires the ability to read, understand and write the English language.
  • Requires the ability to speak and hear the English language.
  • Requires the ability to perform arithmetical calculations in order to complete customer transactions.
  • Requires the ability to use teller terminal, computers, printers, calculators, currency and coin equipment, fax machine, and copier to perform the job.
  • Requires the ability to be mobile approximately 2 hours per workday.
  • Requires the ability to stand 7 hours per workday.
  • Requires the ability to bend/squat frequently in the scope of performing the job.
  • Requires the ability to transport up to 50lbs of boxed/bagged coins.
  • Requires sufficient visual acuity to perform the job.
  • Requires the ability to use hands frequently for fine manipulation of equipment and materials such as keyboard, paper and currency.
  • Requires the ability to possess mental demands, precisions and accuracy.
  • Requires the ability to possess public relations and communication skills in dealing with Bank customers.

Essential Job Qualifications:

  1. High School Diploma.
  2. Related work experience or minimum 1 year cash handling experience.
  3. Bilingual English and Spanish is a plus.
  4. Good communication and customer relations skills.

Disclaimer

The foregoing list of requirements, duties, and responsibilities is not intended as an exclusive enumeration, those listed being for the purpose of illustration and not intended by way of limitation.  Management reserves the right to revise the job description and to require that other tasks be performed when the circumstances of the job change. (For Example: emergencies change in personnel, workload or technical development.)
 


Full Time Teller

Location:

Austin Banking Center
319 W. Slaughter Lane
Austin, Texas 78748

Summary:

Process deposits, transfers, withdrawals and other transactions in accordance with established policies and procedures; must be continuously aware of fraud loss and check cashing guidelines as well as all security and transaction documentation requirements.  Also responsible for the security of assigned cash which must be maintained and balanced within established guidelines.  Assist with selling of bank products to new and existing customers.

Duties and Responsibilities:

  1. Process all transactions within established policies and procedures to ensure operation excellence.
  2. Balances cash drawer according to bank procedures on a daily basis.
  3. Process cash advance transactions daily.
  4. Close out deposits made with MasterCard/Visa sales daily.
  5. Safeguard cash, confidential customer information, and bank assets.
  6. Identify cross-selling opportunities and refer sales to the appropriate departments.
  7. Cooperate with co-workers to complete assignments in a timely manner as needed.
  8. Process miscellaneous mail-in deposits.
  9. Process night deposit bags under dual control.
  10. Assist in commercial deposits as needed.
  11. Provides excellent customer service to all customers of the bank and assist with printouts, inquiries, check orders, and other directions as needed.
  12. Performs all other job duties as assigned by management.
  13. Abides by First-Lockhart National Bank policies and procedures, including dress code standards, safety guidelines, security procedures, etc.
  14. Attend all mandatory meetings.

Requirements:

  • Requires the ability to read, understand and write the English language.
  • Requires the ability to speak and hear the English language.
  • Requires the ability to perform arithmetical calculations in order to complete customer transactions.
  • Requires the ability to use teller terminal, computers, printers, calculators, currency and coin equipment, fax machine, and copier to perform the job.
  • Requires the ability to be mobile approximately 2 hours per workday.
  • Requires the ability to stand 7 hours per workday.
  • Requires the ability to bend/squat frequently in the scope of performing the job.
  • Requires the ability to transport up to 50lbs of boxed/bagged coins.
  • Requires sufficient visual acuity to perform the job.
  • Requires the ability to use hands frequently for fine manipulation of equipment and materials such as keyboard, paper and currency.
  • Requires the ability to possess mental demands, precisions and accuracy.
  • Requires the ability to possess public relations and communication skills in dealing with Bank customers.

Essential Job Qualifications:

  1. High School Diploma.
  2. Related work experience or minimum 1 year cash handling experience.
  3. Bilingual English and Spanish is a plus.
  4. Good communication and customer relations skills.

Disclaimer

The foregoing list of requirements, duties, and responsibilities is not intended as an exclusive enumeration, those listed being for the purpose of illustration and not intended by way of limitation.  Management reserves the right to revise the job description and to require that other tasks be performed when the circumstances of the job change. (For Example: emergencies change in personnel, workload or technical development.)
 


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