Customer Service Representative

Plainscapital Lubbock , TX 79401

Posted 2 months ago

Job Summary

Under direct supervision assists customers with opening accounts, processing check orders, issuing Visa check cards, general maintenance on existing accounts, and other account related duties as needed. Provide excellent customer service in person and when responding to customer calls.

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.

  • Enquiry for pertinent financial information to assess customer's 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.

  • Produce Visa check 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.

Job Requirements

  • High School diploma, general education degree (GED), or equivalent.

  • Minimum one year retail customer service or banking experience.

  • Excellent customer service skills.

  • Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division with basic calculator skills.

  • Excellent verbal, written and interpersonal communication skills.

  • Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.

  • Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.

  • Must be self-motivated with strong initiative, high level of accountability, and attention to detail.

About the Company

At PlainsCapital Bank, we've always had a trailblazing spirit. PlainsCapital Bank was founded in 1988 by current Chairman Alan B. White and a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and $198.8 million, they began growing the bank one relationship at a time.

Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. 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 plainscapital.com/about.


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Customer Service Representative

Plainscapital