Job Details
**Customer Service Representative**
CAROUSEL_PARAGRAPH
* Weatherford, Texas
* Retail Banking
* 13948
* PlainsCapital Bank
** Share Job**
** Job Description**
**This position is eligible for a $1,000 sign on bonus!***
**Hours:** Monday-Thursday 8am to 5pm; Friday 8am-6pm
**Location:** Weatherford
**Benefit highlights:** 15+ days of PTO, 11 Paid Holidays, 401k Matching, Health Benefits, and more!
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 companys 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**
**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 customers 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.
**Receptionist work:**
* Consistently projects a positive, professional image of the bank using proper business etiquette either in person or by telephone.
* Answers incoming telephone calls, ascertains callers needs and/or the subject of their calls and transfers them to the proper department or person; takes accurate messages as necessary and ensures delivery to intended party. May answer basic questions about the organization and/or company locations.
* Greets visitors, determines nature of business of the visit, answers visitors questions, monitors visitors access, announces visitors/directs them to the appropriate person or department ensuring security and tactfulness.
* Performs a variety of general administrative tasks at or near the reception area, such as completing forms, maintaining files, light typing, stuffing envelopes, and maintaining the appearance of the reception area.
* Maintains supplies for reception desk and other assigned areas.
* May coordinate pickup and delivery of incoming and outgoing mail and deliveries (i.e.: FedEx, UPS, couriers, etc.) and arrange for courier service as needed.
* May manage conference room scheduling.
* Performs other duties as assigned.
**Job Requirements**
* 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.
****Sign-on bonus to be paid on the first available paycheck after 90 days of employment less applicable taxes.***
*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, weve 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 .