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Guaranty Bank & Trust · 1 day ago

Teller/New Accounts Representative

Katy, TX

Full-time

Onsite

Entry Level

1+ years exp

Guaranty Bank & Trust is a community-focused bank dedicated to improving the financial well-being of its customers. The Personal Banker role involves handling teller duties and new account responsibilities, with a focus on building customer relationships and providing exceptional service.

Banking

No H1B

Responsibilities

Handle cash transactions and make appropriate decisions regarding negotiable instrument transactions, including verifying cash and endorsements, receiving proper identification and ensuring validity, and identifying counterfeit currency and fraudulent checks

Balance ATMs, all cash on hand, drawer activities, and totals on a daily basis. Ensure all cash and coin is secured in accordance with bank policy when not in use

Consolidate and balance daily transactions

Performing transactions such as accepting deposits, process loan payments, cashing checks, and issuing money orders and cashier’s checks

Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs

Opening new accounts, including consumer and business accounts

Taking ownership of the customer experience including on-boarding and resolving service issues

Conducting some outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank

Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs

Contacting new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer’s financial priorities

Engaging customers in the lobby and the phone to assist, educate, and train them on how to conduct transactions through self-service technologies

Complying with privacy policies and procedures to maintain customer confidentiality and information protection

Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures

Completing and passing all required regulatory compliance training as assigned

Perform any additional duties and tasks assigned by management