Job Description
Identifies, recruits, and retains profitable customers. Assist in planning, directing, and organizing the sales and daily operational activities of the retail branch, including development of new business, servicing accounts, cashiering and customer relations. Must demonstrate increased knowledge and skills in order to meet customer expectations of service and professionalism whether in person or on the phone, assisting in a variety of checking, savings, and credit account transactions, as well as customer services such as sales of Official checks, money orders, CBTx gift cards and travel cards. Assists customers with inquiries related to personal accounts or loans. PRINCIPAL DUTIES AND RESPONSIBILITIES Duties may include, but are not limited to, branch end of day, balancing or auditing of vaults or teller drawers, ordering money for the branch as well as be able to find outages on the cash balancing report input, edit and open new accounts or loans and may provide direction or limited supervision to CBTx employees. Serve as Teller Supervisor and provide approvals, assistance and direction to line tellers, as needed. Able to promote, explain and cross sell any personal deposit service offered by CBTx including but not limited to CD's, IRA's, personal and commercial deposit accounts, and consumer loan products. Evaluate customer needs, and promptly respond in person or by telephone concerning account status, account balances, stop payments, funds availability, monetary transfers, NSF's, OD status, and statement requests. Answer customer inquiry questions or refer to the appropriate CBTx financial specialist when appropriate for real-estate, commercial loans, insurance or merchant services. Be able to recognize and resolve customer electronic banking issues including but not limited to Debit Card inquiries, Reissue Debit Cards, resetting PIN's, Debit Card and ATM disputes.