Branch/Retail Banking Clerk

Job Description

Job Description

We are looking for a detail-oriented Branch/Retail Banking Clerk to join a financial services team in Texas. This Contract position combines front-line teller support with customer-focused banking assistance, requiring someone who can manage transactions accurately while delivering a high-quality client experience. The ideal candidate is comfortable working in a fast-paced branch environment, handling data entry and cash-related tasks, and helping customers identify banking products and services that fit their needs.

Responsibilities:
• Process routine branch transactions for walk-in and drive-in customers, including deposits, withdrawals, check-related activity, money orders, and other service requests while verifying required information before completion.
• Manage a cash drawer with accuracy, complete daily balancing activities, and research discrepancies promptly to maintain compliance with branch standards.
• Support both teller and relationship banking functions by assisting customers with account servicing needs and explaining available financial products and services.
• Open and maintain customer accounts, update records carefully, and complete documentation accurately in accordance with internal guidelines.
• Build strong client relationships by listening carefully, identifying customer needs, and recommending appropriate banking solutions and referrals.
• Contribute to branch sales efforts by promoting products and services, generating referrals based on customer needs, and participating in marketing or outreach activities established by leadership.
• Provide operational support to senior teller staff and other team members by answering questions, helping resolve service issues, and stepping into teller duties when needed.
• Assist other branch locations or regional banking centers as business needs require, offering dependable coverage and service continuity.
• Handle collection items and complete additional back-office or administrative support tasks assigned by management.• 3+ years of experience in banking, branch operations, teller services, or a similar financial services environment.
• Proficiency in data entry, numeric entry, typing, and general PC use with strong attention to detail.
• Ability to balance cash accurately, process high-volume transactions, and maintain organized customer and transaction records.
• Strong interpersonal and communication skills with the ability to provide friendly, knowledgeable service to customers and colleagues.
• Experience identifying customer needs, discussing bank products, and supporting referrals, cross-selling, or account opening activities.
• Capability to work independently with limited supervision while managing multiple priorities in a fast-paced setting.
• Sound judgment and problem-solving skills to address customer questions, resolve routine issues, and escalate complex matters appropriately.