Job Description Summary The New Accounts/Teller Representative is responsible for delivering high-quality customer service by accurately handling daily teller transactions and assisting customers with opening and maintai…
Skills: Customer service, Cash handling, Relationship building, Attention to detail, Communication skills
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Full-time
high school
Posted 2d ago
~40 hrs/week
Responsibilities
The representative is responsible for processing routine financial transactions, balancing cash drawers, and maintaining proper cash controls. They also assist customers with opening and servicing various deposit accounts while identifying needs and cross-selling bank products.
Requirements
Candidates must have a high school diploma or equivalent and 1–2 years of relevant experience in customer service, cash handling, or banking. The role requires the ability to pass a background check and demonstrate strong communication and organizational skills.
Full job description
Job Description
Summary
The New Accounts/Teller Representative is responsible for delivering high-quality customer service by accurately handling daily teller transactions and assisting customers with opening and maintaining deposit accounts. This role supports branch growth by building relationships, identifying customer needs, and ensuring compliance with all bank policies and applicable regulations.
Job Functions
Process routine financial transactions, including deposits, withdrawals, transfers, wires, payments, and check cashing
Balance cash drawer and maintain proper cash controls in accordance with bank procedures
Open and service consumer and business accounts, including checking, savings, CDs, and IRAs
Explain account products, services, fees, and disclosures clearly to customers
Verify customer identity and documentation in compliance with CIP and regulatory requirements
Identify customer needs and cross-sell appropriate bank products and services
Assist customers with digital banking, debit cards, and general account inquiries
Maintain accurate records and documentation for all transactions and account openings
Follow security procedures and report suspicious activity per BSA/AML guidelines
Provide professional, courteous service and resolve customer issues promptly
Minimum Qualifications
High school diploma or equivalent required
1–2 years of customer service, cash handling, or banking experience preferred
Ability to pass background check in accordance with banking regulations
Skills Required
Strong customer service and relationship-building skills
High attention to detail and accuracy
Effective verbal and written communication skills
Ability to handle cash transactions efficiently and accurately
Problem-solving and conflict resolution abilities
Ability to multi-task in a fast-paced environment
Basic computer and banking system proficiency
Sales orientation with ability to identify customer needs
Minimum Physical Abilities
Ability to stand or sit for extended periods
Ability to use hands to handle cash, paperwork, and operate computers
Ability to occasionally lift up to 25 pounds
Visual ability to read screens, documents, and verify transaction details
Ability to communicate clearly in person and by phone
HomeBank Texas - Your full-service financial institution with offices in Dallas, Rockwall, and Seagoville. Founded in 1952 as Seagoville State Bank, we have a rich tradition of serving our community with courtesy and genuine concern. In 1995, we acquired Buckner State Bank in Dallas, and in 2000, we expanded to Rockwall with a full-service branch. Today, we remain an independent, family-owned bank committed to meeting the community’s needs with the highest level of customer service.
Offices: 601 N HWY 175, Seagoville, Texas 75159, US · 3637 N. Buckner Boulevard, Dallas, TX 75228, US · 105 East Ralph Hall Parkway, Rockwall, TX 75032, US
HomeBank Texas - Your full-service financial institution with offices in Dallas, Rockwall, and Seagoville. Founded in 1952 as Seagoville State Bank, we have a rich tradition of serving our community with courtesy and genuine concern. In 1995, we acquired Buckner State Bank in Dallas, and in 2000, we expanded to Rockwall with a full-service branch. Today, we remain an independent, family-owned bank committed to meeting the community’s needs with the highest level of customer service.
Offices: 601 N HWY 175, Seagoville, Texas 75159, US · 3637 N. Buckner Boulevard, Dallas, TX 75228, US · 105 East Ralph Hall Parkway, Rockwall, TX 75032, US