Operations Specialist jobs in Brownsville, TX

The Banking Center Operations Specialist plays a dual role within the banking center by providing both Teller and New Account services. Providing high quality customer service and a positive banking experience for all customers is essential in this role. The Specialist is responsible for opening and closing personal and commercial accounts, maintenance of accounts, processing teller transactions, which includes cashing checks, receiving and processing deposits, withdrawals, transfers, balancing teller cash drawer, answering phones, safe deposit entry, answering customer questions, resolving related account problems, and providing other assistance as requested. This position involves a high level of interaction with customers and employees and requires an ability to communicate effectively. Additionally, accurate and timely processing of transactions and requests in accordance with established teller policies and procedures is essential.

• Responsible for being well versed in the Bank’s available products and services.

• Ability to open and close accounts in the Business Process Manger software. Account types may include personal and business checking, savings, IRAs, and Certificates of Deposit.

• Ability to discuss new account documentation with customers.

• Order checks and debit cards.

• Prepare documentation for new accounts under the Bank’s CIP/BSA policies.

• Follow up on requests from clients and loan officers in a timely manner.

• Deposit funds received from customer and obtain receipt for customer.

• Execute wire transfers.

• Provide information to current and prospective customers regarding interest rates, account charges, and other pertinent account information.

• Operate and maintain a cash drawer, process deposits, withdrawals, transfers, loan payments and cash checks.

• Maintain accurate details of each transaction.

• Prepare daily general ledger entries.

• Perform vault functions, as necessary.

• Assist with daily balancing of coin machine.

• Assist existing & potential customers with product and service inquiries.

• Balance teller drawer, daily.

• Verify accuracy of posted transactions.

• Promote and cross-sell the Bank’s products and services, at every opportunity.

• Make concentrated effort to solve customer problems.

• Promote and maintain positive relations with all contacts, customers, and potential customers.

• Comply with all department and company policies and procedures.