Financial Service Representative II – Plano, TX, US
The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR answers questions and provides information upon request, assists customers in understanding and utilizing the bank’s products and services, and opens and services new and existing bank customers’ accounts. The FSR supports the Branch Manager and maintains teller cash drawer operations and customer records to comply with all banking regulations.
Essential Functions
Interview consumers desiring to establish a banking relationship with Third Coast Bank.
Maintain current knowledge of bank products and services.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information per CIP and USA Patriot Act before opening an account.
Collect required documentation for business accounts per CIP.
Update customer files, signature cards, and resolutions.
Screen personal account holders via ChexSystems and commercial accounts via FIS eAccess/ChexSystems online.
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross‑sell bank products and services.
Open, close and service certificates of deposit for personal and commercial customers.
Process Individual Retirement Accounts (IRA) opening, closing, and transfer requests.
Maintain daily rate sheet and open/close safe deposit boxes when applicable.
Operate teller cash drawer, assist with deposits, check cashing, withdrawals, loan payments and issue cashier’s checks and money orders.
Maintain and reconcile cash drawer, file proof work, and scan all proof work through Branch Capture.
Answer general account questions and provide cross‑selling.
Answer telephones, direct callers, and maintain customer records.
Practice quality teamwork and assume responsibility for department functions as needed.
Qualifications
High school diploma or GED required; bachelor’s degree preferred.
Minimum of one year teller experience and two years new accounts experience, or equivalent combination of education and experience.
Knowledge of branch operations, banking products and services.
Experience with state and federal banking compliance regulations.
Intermediate skills in computer terminal and personal computer operation, including word processing, spreadsheets and account opening software.
Bilingual in Spanish preferred.
Additional Information This is a full‑time, non‑exempt position. Typical work hours are Monday through Friday, 8:00 am to 5:00 pm. No travel is expected. The position is performed in a professional office environment with office equipment. Physical and mental demands include prolonged writing, typing, speaking, lifting up to 50 pounds, and handling multiple tasks.
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Essential Functions
Interview consumers desiring to establish a banking relationship with Third Coast Bank.
Maintain current knowledge of bank products and services.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information per CIP and USA Patriot Act before opening an account.
Collect required documentation for business accounts per CIP.
Update customer files, signature cards, and resolutions.
Screen personal account holders via ChexSystems and commercial accounts via FIS eAccess/ChexSystems online.
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross‑sell bank products and services.
Open, close and service certificates of deposit for personal and commercial customers.
Process Individual Retirement Accounts (IRA) opening, closing, and transfer requests.
Maintain daily rate sheet and open/close safe deposit boxes when applicable.
Operate teller cash drawer, assist with deposits, check cashing, withdrawals, loan payments and issue cashier’s checks and money orders.
Maintain and reconcile cash drawer, file proof work, and scan all proof work through Branch Capture.
Answer general account questions and provide cross‑selling.
Answer telephones, direct callers, and maintain customer records.
Practice quality teamwork and assume responsibility for department functions as needed.
Qualifications
High school diploma or GED required; bachelor’s degree preferred.
Minimum of one year teller experience and two years new accounts experience, or equivalent combination of education and experience.
Knowledge of branch operations, banking products and services.
Experience with state and federal banking compliance regulations.
Intermediate skills in computer terminal and personal computer operation, including word processing, spreadsheets and account opening software.
Bilingual in Spanish preferred.
Additional Information This is a full‑time, non‑exempt position. Typical work hours are Monday through Friday, 8:00 am to 5:00 pm. No travel is expected. The position is performed in a professional office environment with office equipment. Physical and mental demands include prolonged writing, typing, speaking, lifting up to 50 pounds, and handling multiple tasks.
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