Texas Regional Bank - Mission, TX
posted 4 months ago
The Banking Center Operations Specialist plays a crucial dual role within the banking center, providing both Teller and New Account services. This position is essential for delivering high-quality customer service and ensuring a positive banking experience for all customers. The Specialist is responsible for a variety of tasks including opening and closing personal and commercial accounts, maintaining accounts, and processing teller transactions. These transactions encompass cashing checks, receiving and processing deposits, withdrawals, transfers, and balancing the teller cash drawer. Additionally, the Specialist will answer phones, manage safe deposit entries, address customer inquiries, resolve account-related issues, and provide assistance as needed. This role requires a high level of interaction with both customers and employees, necessitating effective communication skills. Accurate and timely processing of transactions and requests in accordance with established teller policies and procedures is critical. The New Accounts duties include being well-versed in the bank's available products and services, opening and closing accounts using the Business Process Manager software, discussing new account documentation with customers, ordering checks and debit cards, and preparing documentation for new accounts under the bank's CIP/BSA policies. The Specialist will also follow up on requests from clients and loan officers promptly, deposit funds received from customers, and execute wire transfers while providing information regarding interest rates and account charges. In the Teller capacity, the Specialist will operate and maintain a cash drawer, process various transactions, maintain accurate transaction details, prepare daily general ledger entries, and assist with daily balancing of the coin machine. Promoting and cross-selling the bank's products and services is also a key responsibility, along with maintaining positive relations with all contacts, customers, and potential customers. Compliance with all department and company policies and procedures is mandatory, as is support for the bank's Vision, Mission, Core Values, and organizational structure.