Teller - Teller
Apex Systems
Teller
Location: Houston, Texas (Onsite)
Role Overview
Under general supervision, this role is responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. The position involves executing and submitting various administrative and operational activities related to clients, banking products, and services. You will interact with clients in person, via telephone, and by email to respond to inquiries and provide information as requested.
Key Responsibilities
- Execute and submit client account servicing activities within appropriate time frames, including processing wires and fund transfers, opening and closing accounts, and maintaining accurate account records.
- Handle paying and receiving activities, including cash transactions and daily balancing.
- Assist with the maintenance and servicing of Safe Deposit Boxes where available.
- Demonstrate expertise in setting up all types of client accounts and services, reviewing documentation for completeness.
- Provide maintenance and holistic advice on assigned relationships by cross-selling and identifying client needs.
- Maintain a strong understanding of policies, procedures, and risk management guidelines.
- Keep informed of all new products and services to respond to client questions.
- Monitor banking reports and assist with banking audits as directed.
- Serve as a mentor to fellow Personal Bankers, offering guidance and direction as needed.
Required Qualifications
Experience: 3-5 years of related experience.
Technical Skills: Knowledge of banking operations, products, and services. Knowledge of federal regulations and banking guidelines. Strong analytical, problem-solving, and organizational skills. Strong verbal and written communication skills.
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
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