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Job Description:\n\nPosition Summary The Lead Teller leads the branch teller team in delivering accurate, efficient, and member-centered financial transactions at Credit Union of Texas. The role oversees day-to-day cash operations — including safes, vault, recyclers, ATM replenishment, and negotiable instruments — and ensures the branch operates in full compliance with CUTX policies, audit standards, and applicable regulations (BSA/AML, OFAC, USA PATRIOT Act, Regulation CC). The Lead Teller identifies member financial needs, recommends appropriate CUTX products and services, coaches teller team members toward their sales and service goals, and uses CUTX-approved AI and productivity tools to streamline operational tasks under documented human oversight.Key ResponsibilitiesMember Service & SalesDeliver an unexpected experience by consistently providing outstanding service to internal and external members with every interaction.Process member transaction requests accurately and efficiently, including deposits, withdrawals, transfers, loan payments, and negotiable instrument issuance.Identify member financial needs and recommend appropriate CUTX product and service solutions to meet those needs.Meet or exceed individual sales and service goals established by leadership.Respond to escalated member inquiries and resolve service issues within authority; escalate appropriately when outside delegated limits.Team Leadership & CoachingLead the branch teller team in meeting or exceeding established sales, service, and operational goals.Provide day-to-day coaching, transaction guidance, and on-the-job training to tellers.Support the Branch Manager with scheduling coverage, workflow assignment, and performance feedback for the teller team.Model CUTX brand standards and reinforce adherence to policies and procedures across the teller team.Cash & Vault OperationsMaintain day-to-day supervision of safes, vault, cash drawers, recyclers, negotiable instruments, and balancing and summarization procedures.Oversee ordering, receiving, and verification of incoming and outgoing vault cash and ensure adequate cash levels are maintained for the branch and employees.Maintain ATM cash, replenishment, and balancing and prepare all necessary reports for accounting purposes.Assign and control employee keys and ensure keys are issued and maintained in accordance with CUTX policies and procedures.Approve checks, drafts for deposit, and other member requests beyond teller-authorized procedures and within delegated authority.Audit, Risk & CompliancePerform branch audits including recyclers, employee cash and paper audits, membership and account modifications, safe deposit boxes, and related controls.Exercise due diligence by placing appropriate holds on checks deposited in accordance with Regulation CC and the CUTX Funds Availability Policy, and ensure teller team members adhere to these policies.Remain compliant with the Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control, and USA PATRIOT Act as they apply to the duties of the position, and ensure team members do the same.Identify and escalate suspicious activity, potential fraud, elder financial exploitation, or member-harm concerns to the Branch Manager and the BSA/Compliance function.Maintain accurate, audit-ready documentation of overrides, exceptions, audits, and cash events.Branch Operations & Continuous ImprovementEnsure the branch is compliant with all regulations and CUTX policies and procedures regarding operations and member service.Comply with CUTX brand standards and ensure that all store employees adhere to CUTX policies and procedures.Use CUTX-approved AI and productivity tools (e.g., Sam, Microsoft Copilot) to support knowledge lookup, procedure clarification, and routine drafting, applying human review on every output after action.Identify recurring operational pain points and recommend improvements to the Branch Manager.Performance Outcomes & KPIs Outcome Primary KPI Reporting Cadence Target / Direction Teller transactions are processed accurately and balance daily. Teller Balancing Accuracy — percent of days the Lead Teller and supervised drawers balance without material outage. Monthly ▲ ≥ 99% Branch cash operations are well-controlled. Cash & Vault Audit Pass Rate — percent of internal audits passed without material exception. Quarterly ▲ ≥ 98% Member needs are identified and matched to CUTX products. Product/Service Referrals or Cross-Sell Goal Attainment — percent of individual sales/referral goal achieved. Monthly ▲ ≥ 100% of goal The teller team meets service and sales expectations. Team Goal Attainment — percent of teller team members meeting or exceeding monthly service/sales goals. Monthly ▲ [Target — confirm with Branch Manager] Regulatory holds, BSA/AML, and OFAC obligations are met at the teller line. Compliance Exception Rate — number of Reg CC, BSA/AML, or OFAC exceptions attributable to the teller line. Quarterly ▼ Trend toward zero AI-augmented productivity outputs are reviewed after use. Human-in-the-Loop Review Rate on AI Outputs — percent of AI-generated drafts or lookups reviewed by the Lead Teller after action or member-facing use. Monthly ▲ 100%QualificationsEducationHigh school diploma or general education degree (GED) required.Associate degree or relevant coursework preferred.ExperienceMinimum one to two (1–2) years of similar or related experience in teller, cash handling, or branch operations.Prior experience as a senior teller, head teller, or in a teller lead capacity preferred.Prior credit union or community bank experience preferred.Bilingual English / Spanish preferred.Licenses, Registrations, and CertificationsNone required.Knowledge & SkillsWorking knowledge of teller operations, cash handling controls, negotiable instruments, and branch balancing procedures.Working knowledge of Regulation CC (Funds Availability), BSA/AML, OFAC, and USA PATRIOT Act requirements as applied at the teller line.Proficiency with Microsoft Office (Outlook, Word, Excel, Teams) and the ability to learn CUTX core banking and teller systems.Strong attention to detail, problem-solving ability, and accuracy under pressure.Strong listening, written, and verbal communication skills.Ability to multitask, prioritize, and adapt in a fast-paced, changing environment.Goal-oriented and service-oriented with a demonstrated ability to motivate self and others toward sales and service targets.Strong team orientation with the ability to lead, coach, and collaborate in a group setting.Core Competencies Competency Proficiency Level Why This Matters in This Role Member Centricity Advanced The Lead Teller is one of CUTX's most visible member-facing roles; tone, accuracy, and follow-through directly shape member trust. Operational Discipline Advanced Cash, vault, ATM, and audit controls require strict adherence to procedure; documentation gaps create direct financial and examination exposure. Compliance Orientation Advanced Regulation CC, BSA/AML, OFAC, and USA PATRIOT Act obligations are applied in daily work and supervised across the teller team. Team Leadership & Coaching Intermediate The role leads the teller team day-to-day, coaching tellers toward accuracy, service, and sales outcomes. Risk Awareness Intermediate The Lead Teller must recognize fraud, suspicious activity, elder financial exploitation, and exception patterns and escalate appropriately. Communication Intermediate The role communicates with members, teammates, and branch leadership in writing and verbally, often under time pressure. AI Literacy Intermediate The role uses CUTX-approved AI productivity tools (Tier 2) for procedure lookup and drafting and is responsible for human-in-the-loop review on every output.AI & Technology ExpectationsAI-Augmented Workflows The following workflows are AI-augmented in this role. The Lead Teller is expected to work fluently within these workflows, exercise sound judgment over AI outputs, and follow all applicable controls.AI-assisted procedure and policy lookup — using CUTX-approved internal AI assistants (e.g., Sam) to retrieve teller procedures, regulatory guidance, and product information.AI-assisted drafting and summarization — using Microsoft Copilot to draft internal communications, shift notes, coaching summaries, and audit follow-ups.AI-assisted training and onboarding support — using approved AI tools to reinforce learning for new tellers under the Lead Teller's coaching.AI-augmented operational analytics surfaced through CUTX systems (e.g., transaction pattern flags, balancing variance highlights) to inform branch operations decisions.AI Tier and Human-in-the-Loop Responsibility This role operates in AI Tier 2 for its principal AI-augmented workflows (see Appendix A). The Lead Teller retains accountability for any decision, communication, or member/employee-impacting action influenced by AI output, consistent with the CUTX Generative AI Usage Policy §3.4. The Lead Teller is required to:Apply human-in-the-loop review on every AI-generated output after acting on it or sharing it with members or teammates.Verify procedural and regulatory citations returned by AI tools against authoritative CUTX policy or regulator source material after relying on them.Stop reliance on AI output and escalate immediately if it appears inaccurate, biased, non-compliant, or outside the role's documented scope (Generative AI Usage Policy §3.5).Refrain from entering member non-public personal information (NPI), full account numbers, SSNs, or confidential CUTX information into any AI tool not explicitly approved for that data classification.Complete all required AI training within thirty (30) days of hire and maintain currency on annual refreshers.Approved AI Tools The role is approved to use the following AI tools in performing essential functions (subject to the Generative AI Usage Policy and any tool-specific guidance issued by the AI Council):CUTX-approved internal AI assistants (e.g., Sam) for general productivity and approved knowledge tasks.Microsoft Copilot for office productivity (drafting, summarization, spreadsheet support).CUTX core banking, teller, and operational analytics tools as deployed and configured by CUTX. Use of AI tools outside this list requires prior approval from the role's department leader and the AI Council, per the Generative AI Usage Policy §4.Prohibited AI Use In addition to the prohibited uses defined in the Generative AI Usage Policy §3.6, the following are specifically prohibited in this role:Using AI output as the sole basis for any member-impacting decision, including approving or rejecting transactions, overrides, holds, or exceptions.Entering member NPI (full account numbers, Social Security numbers, member identification documents) into any AI tool not explicitly approved for that data classification.Using consumer or unapproved AI tools to draft member-facing communications, notices, or disclosures; member-facing communications must follow CUTX approved templates and procedures.Any use of AI prohibited by the CUTX Generative AI Usage Policy §3.6.Compliance & Regulatory ResponsibilitiesEnterprise Compliance Obligations The Lead Teller is responsible for all enterprise compliance obligations applicable to a CUTX team member, including BSA/AML, OFAC, USA PATRIOT Act/CIP/CDD, GLBA and the Safeguards Rule, Fair Lending laws (ECOA/Reg B, Fair Housing Act), UDAAP, Information Security and Acceptable Use, and the CUTX Code of Conduct.AI-Specific Compliance Obligations The Lead Teller is responsible for the CUTX Generative AI Usage Policy (TRAIGA / HB 149-aligned), the CUTX AI Playbook (including Tier 2 obligations applicable to this role), and Texas Responsible Artificial Intelligence Governance Act (TRAIGA / HB 149) requirements applicable to the role.Role-Specific Compliance ObligationsRegulation CC (Expedited Funds Availability Act) and the CUTX Funds Availability Policy — application of appropriate holds on deposited items.Bank Secrecy Act / Anti-Money Laundering (BSA/AML), including currency transaction reporting and suspicious activity identification at the teller line.Office of Foreign Assets Control (OFAC) sanctions screening obligations.USA PATRIOT Act, including Customer Identification Program (CIP) requirements applied at the teller line.Regulation E (Electronic Fund Transfers) as applied to teller-handled transactions and disputes.Negotiable Instruments handling under the Uniform Commercial Code (Articles 3 and 4).CUTX Cash Handling, Vault, ATM, and Branch Operations procedures.CUTX Code of Conduct and brand standards.Working Conditions & Physical Requirements This role is performed on-site at the assigned CUTX branch / store location during posted branch hours, including occasional Saturday hours. The work environment is a standard branch setting with no significant hazardous or unpleasant conditions, except that a hard hat may be required during construction. Essential physical activities include the ability to remain stationary at a teller station for extended periods; use fingers and hands for repetitive motions such as keyboarding, handling cash, and operating recyclers and office equipment; talk clearly and frequently to convey detailed instructions and member information accurately; hear normal conversation in person and by phone; see well enough to inspect documents, currency, and screens; and occasionally lift or move up to twenty (20) pounds (cash trays, coin, supplies). Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of this role, consistent with the Americans with Disabilities Act and CUTX policy.Acknowledgement & Disclaimer This job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required, and CUTX reserves the right to modify, add to, or remove duties at any time as business needs require. Employment with CUTX is at-will. This job description does not constitute an employment contract.

Job Description Position Purpose and Objectives We are team CUTX, and we exist to deliver an unexpected experience. We were chartered in 1931 to serve our communities better than the banks. Our focus is on teaching our members to take control of their finances. To join team CUTX, you must value Caring, Understanding, Teaching and eXceeding expectations at every interaction. We empower our employees to succeed. Most of all, you must be ready to have FUN! Currently, we are seeking a Teller who is responsible for accurately and efficiently processing teller transactions. A Teller must be able to identify member financial need(s) and recommend an appropriate credit union product/service solution to fit that need. Major Duties and Essential Functions 1. Demonstrate enthusiastic support of Credit Union of Texas’s vision, core values, employee creed, and long term objectives. A key component of this is to “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction., 2. Process share account and checking account deposits and withdrawals, loan/lease payments, and credit card payments., 3. Negotiate check cashing transactions, process negotiable instruments (cashier’s checks, money orders), and process credit card cash advances., 4. Identify member financial need(s) and recommend an appropriate/progressive credit union product/service solution., 5. Responsible to meet or exceed sales and service goals established by leadership., 6. Exercise due diligence by placing appropriate holds on checks deposited in accordance with Regulation CC and CUTX Funds Availability Policy., 7. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures. This includes compliance with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control and USA Patriot Act as they apply to the duties of the position., 8. Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union’s privacy policy., 9. Accept responsibility for store security by securing keys, combinations, documents, records, and negotiable items. Comply with robbery and hold-up procedures. We offer an excellent compensation and benefits package including: medical, dental, and vision insurance; life insurance and AD 401(K); flexible spending account; Health Savings Account, and free and discounted credit union services. If interested in applying please visit our website at: www.cutx.org . Please note that all prospective candidates are subject to a credit check. Credit, if established, must be in good standing to be eligible for hire. Requirements EDUCATION AND EXPERIENCE Must be 18 years of age or older with a high school diploma or equivalency. Minimum 6 months or more of similar or related experience. Physical Activities and Requirements of this Position CATEGORY DESCRIPTION Finger Dexterity Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Grasping Using fingers and palm on an object. Talking Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Repetitive Motions Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Hearing Able to hear average or normal conversations and receive ordinary information. Average Visual Abilities Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary Work Sitting part of the time. Exerts up to 20 lbs. of force occasionally. Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense or logic. CATEGORY DESCRIPTION Detailed Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. Mathematical Ability: Basic Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public. Compliance requirement The responsibilities contained within this job description remains compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position Disclaimer The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.

Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Perform numerous functions including processing deposits, withdrawals, posting to general ledger accounts, cashing negotiable items, processing loan payments, savings bonds, and cashier’s checks while promoting the bank’s products and services and providing excellent customer service. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Assumes responsibility for the efficient, effective, and accurate performance of Teller functions., • Represents the bank in a courteous and professional manner., • Receives and processes deposits., • Receives and processes loan payments., • Cashes checks and other negotiable instruments for clients., • Examines documents for endorsements and negotiability., • Processes transfers between accounts., • Sells traveler’s checks, official checks, and money orders., • Processes credit card cash advances., • Verifies and balances cash daily., • Detects and resolves discrepancies promptly., • Offers other Bank products to meet customer needs and strengthen the relationship., • Has no more than one proof error within a 30-day period., • Follow Teller procedures consistently and adheres to compliance requirements., • Other duties as assigned., • Assumes responsibility for establishing and maintaining effective, professional business relations with clients., • Ensures that client requests and inquiries are promptly resolved., • Operates online teller terminal., • Maintains privacy of customer information., • Ensures that the Bank’s quality reputation is maintained and projected., • Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management., • Assists area personnel as required., • Assists with training or orientation as needed., • Keeps supervisor informed of area activities and of any problems or concerns., • Completes required reports and records accurately and promptly., • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays., • Assumes responsibility for related duties as required or assigned., • Performs night drop functions as assigned., • Performs related clerical duties as assigned., • Ensures that work areas are clean, secure, and well maintained., • Cross sells Bank products and services. PERFORMANCE MEASUREMENTS • Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures., • Cash is balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained., • Good business relations exist with clients. Client problems and inquiries are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Tellers and staff as needed. Supervisors are appropriately informed of area activities., • Required reports and records are accurate, complete, and timely., • Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services., • The Bank’s professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Understanding of Bank operations preferred. PROFICIENCIES: Mentor Program All required training and webinars in 90-day plan GS3 Program Precision Integrated Teller – Advanced functions (split, cash advance, CC, etc.) CTR/MIL understanding IVIEW Product Knowledge SCO ATM Balancing WITS/Wires – min. domestic Risk Management Skill Dual Control Experience Required: At least one year of related experience/cash handling required. Previous Teller experience preferred. Skills/Abilities: Good communication skills. Professional appearance, dress, and attitude. Good math skills. Good typing skills. Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin, and money counting machines, and telephone. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 to 25 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Hours: Monday - Friday: 7:00 AM - 6:00 PM. Saturday 9:00 AM - 1:00 PM. 40 hours per week.

Job Description External Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for implementing existing policies, procedures, and systems involving Teller operations and customer service functions. Coordinates, directs, and assigns Teller work. Responsible for smooth flow of Teller line, adequate window coverage, and general training. Oversees provision of a full range of services (including phone and mail) to customers and prospective customers. Ensures that customers are promptly and professionally served. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for ensuring and performing efficient, effective, and professional Teller operations. • Ensures that all Teller functions are correctly performed and are in accordance with established polices and standards. Ensures that all security procedures are followed., • Coordinates Teller operations by assisting in assigning work and distributing workflow., • Answers Teller’s questions, solves problems, and assists with complex transactions and sensitive customer relations problems. Explains policies and procedures to customers. Makes judgments for Tellers (within limits of authority) pertaining to cashing and/or accepting checks or drafts., • Investigates Teller out-of-balance conditions and institutes corrective procedures. Assists in finding balancing errors. Ensures that each Teller balances at the end of each day and that all monies are secured in accordance with established procedures., • Performs Teller paying and receiving functions as required. Receives deposits and loan payments. Prepares proper receipts., • Maintains an inventory of cashier's checks, money orders, receipts, travelers’ checks, and other negotiable items for use in the Teller area., • Experienced in Windows and Excel spreadsheet applications., • Monitors needs of New Accounts and provides back up as necessary. 1. Assumes responsibility for ensuring and effectively performing customer service functions. • Ensures that customer service functions are performed in accordance with established policies and standards., • Resolves customers’ requests, problems, and questions promptly or refers appropriately., • Presents and explains Bank services and products to customers and assists in meeting their financial needs. Answers questions and solves problems for customers by listening to problems, collecting data, securing answers, and reporting results to the inquiring party., • Receives and directs customers and telephone calls. Responds to inquiries and questions if possible or directs them as necessary. Records and relays messages., • Performs file maintenance and account changes as needed., • Keeps customers informed of Bank services and policies, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services., • Maintains and projects the Bank's professional reputation. Maintains privacy of customer account information., • Actively cross sells Bank products and services. 1. Effectively supervises area personnel, ensuring optimal performance. • Provides leadership to personnel through effective objective setting, delegation, and communication., • Ensures that personnel are well trained, effective, and optimally used. Provides instruction regarding policy, procedure, and service and product offerings. Assists new associates., • Provides personnel with sales training according to Prosperity’s sales philosophy., • Monitors tellers to ensure compliance with policy, procedures, and sales culture., • Tracks individual associate progress and assists with performance appraisals as required. Provides support and suggestions for associate improvement., • Assists and supports associates as needed. 1. Assumes responsibility for establishing and maintaining effective communication and coordination with branch and area personnel and with management. • Coordinates Teller duties and responsibilities with related functions within and outside of the branch., • Keeps management informed of area activities and of any significant problems. Provides suggestions for improved service., • Completes required reports and related documents promptly and accurately., • Attends meetings as required. 1. Assumes responsibility for related duties as required or assigned. • Ensures that work areas and equipment are clean and well maintained., • Performs procedures for opening and closing of operations, including vault, alarm, and door duties., • Replaces Tellers as needed., • Performs related clerical functions as required. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. PERFORMANCE MEASUREMENTS 1. Teller functions are efficiently, accurately, and effectively performed in accordance with established policies and standards., 2. Security procedures are understood and adhered to by all Tellers., 3. Monies are balanced, and any discrepancies promptly resolved., 4. Tellers are appropriately directed, assisted, and supported., 5. Good business relations exist with customers. Customers' problems or questions are courteously and promptly resolved., 6. Good working relationships and coordination exist with area personnel and with management. Management is appropriately informed of area activities., 7. Required reports and records are accurate, complete, and timely., 8. The Bank’s professional reputation is maintained and conveyed., 9. Transaction levels, balancing, errors, etc. are in line with Bank standards. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: A thorough knowledge of Teller operations and procedures. Good understanding of Bank operations. Understanding of Bank philosophy. Knowledge of basic accounting. REQUIREMENTS: Minimum of 2.5 years successful Teller experience. Same requirements as a Teller III. Facilitates GS3 (Gold Star Sales and Service) program for Tellers on team, if applicable to Banking Center. Completes Teller Performance Score Cards, if applicable to Banking Center. Completes Teller Assessments. Assists with operational audits. Any other items deemed necessary by Banking Center Manager or Banking Center Area Manager REQUIRED KNOWLEDGE PROFICIENCIES: All aspects of the Teller line General New Account knowledge and Online Banking. Ability to help customers with Teller and Personal Banker duties. Assist the Banking Center Manager with ongoing development and coaching of the Teller Team. Assists other tellers with Operations and Procedures to maintain a high level of proficiency with all work on the Teller line. Maintains all retention and logs to the standard of the bank. ENHANCED KNOWLEDGE: All aspects of Personal Banker position with intention of becoming a Personal Banker. All aspects of the branch with the intention of becoming a Banking Center Manager. Continued training to maintain an up-to-date knowledge of banking procedures and compliance. Skills/Abilities: Excellent communication and leadership skills. Supervisory and training abilities. Uses good judgement for sound decisions. Professional appearance, dress, and attitude. Solid math skills. Ability to operate related computer software, and business equipment including 10-key, money counters, and telephone. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS None: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to deal with a variety of variables under only limited standardization. Able to interpret various instructions. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios and percents, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Monday - Friday: 7:15AM - 6:15PM. Saturday: 9:00AM - 1:00PM (rotating). 40 hours per week.

Job DescriptionPosition Summary The Teller is a front-line ambassador for Credit Union of Texas, responsible for accurately and efficiently processing member financial transactions while delivering an exceptional, personalized service experience with every interaction. The Teller identifies member financial needs through active listening and conversation, recommends appropriate CUTX products and services to meet those needs, and contributes to branch sales and service goals. The role operates within strict regulatory, security, and confidentiality requirements and uses CUTX-approved technology and AI-assisted tools to support accurate transaction processing and member needs identification. Key ResponsibilitiesMember Transactions & Service • Accurately and efficiently process member transaction requests, including deposits, withdrawals, transfers, loan payments, check cashing, money orders, and cashier's checks., • Deliver an 'unexpected experience' by providing consistently outstanding service to internal and external members with every interaction., • Balance cash drawer and transactions daily in accordance with established procedures; research and resolve discrepancies promptly., • Greet members warmly, listen actively to identify financial needs, and provide accurate information about CUTX products, services, and account features.Needs Identification & Member Solutions, • Identify member financial needs through conversation and review of account activity, and recommend appropriate CUTX product and service solutions., • Meet or exceed individual sales and service goals (referrals, product recommendations, member satisfaction) established by branch leadership., • Refer members to Member Service Representatives, Loan Officers, or other CUTX specialists when needs extend beyond the Teller's scope.Compliance & Risk, • Remain compliant with all applicable financial regulations, including BSA/AML, OFAC, Regulation CC (funds availability), USA PATRIOT Act/CIP, and CUTX privacy and security policies., • Identify and escalate suspicious activity, potential fraud, elder financial exploitation, and any transaction that triggers Currency Transaction Report (CTR) or Suspicious Activity Report (SAR) review thresholds., • Perform job duties within CUTX bylaws, regulations, Board of Directors policies, established internal and external service standards, and documented work procedures.Confidentiality & Security, • Protect member non-public personal information (NPI) and other sensitive information by maintaining confidentiality and adhering to CUTX's privacy policy., • Accept responsibility for branch security by safeguarding keys, combinations, documents, records, cash, and negotiable items in accordance with dual-control and other security procedures., • Follow opening, closing, and cash-handling procedures, including cash limits and overage/shortage reporting.Technology & Continuous Improvement, • Use CUTX-approved core banking, teller capture, and member-needs tools accurately and efficiently., • Participate in pilots of CUTX-approved AI tools that support transaction accuracy, member-needs identification, and knowledge lookup; provide feedback and adopt approved enhancements., • Complete all assigned compliance, product, and AI training within required timeframes.Performance Outcomes & KPIs Outcome Primary KPI Reporting Cadence Target / Direction Member transactions are processed accurately and the cash drawer balances daily. Teller Differences — count and dollar value of cash drawer overages/shortages per period. Monthly ▼ Within CUTX teller variance tolerance Members receive a fast, friendly experience that drives loyalty. Member Satisfaction / Service Score — branch-level service survey or NPS attributable to teller line. Monthly ▲ [Target — confirm with VP, Retail Delivery] Members are connected to CUTX products and services that meet their needs. Qualified Referrals / Cross-Sell Recommendations per Teller. Monthly ▲ [Target — confirm with VP, Retail Delivery] Sales and service goals established by branch leadership are met. Individual Sales & Service Goal Attainment — percent of monthly goal achieved. Monthly ▲ ≥ 100% Transactions are processed in full compliance with BSA, OFAC, Reg CC, and CIP. Compliance Exception Rate — count of compliance findings per audit cycle (CTRs, holds, ID verification, etc.). Quarterly ▼ Zero material exceptions AI-augmented prompts and lookups are reviewed by the Teller after being acted on with the member. Human-in-the-Loop Review Rate on AI Member-Facing Outputs — percent of AI-suggested product recommendations or knowledge answers reviewed by the Teller after delivery to the member. Monthly ▲ 100% QualificationsEducation • High school diploma or General Education Degree (GED) required.Experience, • Minimum six (6) months of similar or related experience (cash handling, retail, customer service, or financial services)., • Prior teller, cashier, or financial services experience preferred., • Prior credit union or community bank experience preferred., • Bilingual English / Spanish preferred.Licenses, Registrations, and Certifications, • None required.Knowledge & Skills, • Goal-oriented and self-motivated to meet sales and service expectations., • Service-oriented with a genuine interest in helping members., • Strong attention to detail and problem-solving ability, particularly with numbers and cash handling., • Strong active listening skills to identify member needs., • Strong written and verbal communication skills., • Ability to multitask, prioritize, and adapt in a fast-paced, consistently changing environment., • Team-oriented with the ability to work collaboratively in a branch setting., • Basic mathematical ability — comfort with figures, percentages, and balancing., • Working knowledge of (or willingness to learn) BSA/AML, OFAC, Reg CC, USA PATRIOT Act/CIP, and CUTX privacy requirements., • Proficiency with standard office technology and the ability to learn CUTX core banking and teller systems.Core Competencies Competency Proficiency Level Why This Matters in This Role Member Centricity Advanced The Teller is the most frequent face-to-face point of contact CUTX has with members; tone, accuracy, and warmth directly shape member loyalty. Operational Discipline Advanced Every transaction must be processed accurately and the cash drawer must balance; documentation and procedure adherence are non-negotiable. Compliance Orientation Intermediate BSA, OFAC, Reg CC, and CIP are applied in daily work; the Teller must recognize triggers and escalate appropriately. Risk Awareness Intermediate The Teller is a primary line of defense against fraud, elder exploitation, and suspicious activity at the branch. Communication Intermediate The Teller communicates clearly and respectfully with members of all backgrounds and explains products and procedures in plain language. Sales & Needs Identification Intermediate The Teller is expected to surface member needs and recommend appropriate CUTX solutions to support branch growth. AI Literacy Foundational The role uses AI-assisted prompts and knowledge tools (Tier 2) and is responsible for human-in-the-loop review on every member-facing output. AI & Technology ExpectationsAI-Augmented Workflows The following workflows are AI-augmented in this role. The Teller is expected to work fluently within these workflows, exercise sound judgment over AI outputs, and follow all applicable controls. • AI-assisted member needs identification — AI surfaces potential product or service recommendations based on member account profile and activity for the Teller to consider and discuss with the member., • AI-assisted knowledge lookup — AI assistants (e.g., Sam) provide quick answers on CUTX products, policies, and procedures to support accurate member service., • AI-assisted fraud and risk prompts — AI flags transactions that warrant additional verification, hold review, or escalation to the Branch Manager., • AI-assisted document and ID verification support — AI helps surface review prompts during member identification and transaction documentation.AI Tier and Human-in-the-Loop Responsibility This role operates in AI Tier 2 for its principal AI-augmented workflows (see Appendix A). The Teller retains accountability for any decision, communication, or member/employee-impacting action influenced by AI output, consistent with the CUTX Generative AI Usage Policy §3.4. The Teller is required to: • Apply human-in-the-loop review on every AI-suggested product recommendation, knowledge answer, or risk prompt after acting with or speaking to the member., • Stop reliance on AI output and escalate immediately if the output appears inaccurate, biased, non-compliant, or outside the role's documented scope (Generative AI Usage Policy §3.5)., • Refrain from entering member NPI, confidential CUTX information, or material non-public information into any AI tool not explicitly approved for that data classification., • Complete all required AI training within thirty (30) days of hire and maintain currency on annual refreshers.Approved AI Tools The role is approved to use the following AI tools in performing essential functions (subject to the Generative AI Usage Policy and any tool-specific guidance issued by the AI Council): • CUTX-approved internal AI assistants (e.g., Sam) for product, policy, and procedure lookup., • Microsoft Copilot for general office productivity (drafting, summarization) within approved data classifications., • CUTX-approved AI-augmented prompts deployed within the core banking and teller platform. Use of AI tools outside this list requires prior approval from the role's department leader and the AI Council, per the Generative AI Usage Policy §4. Prohibited AI Use In addition to the prohibited uses defined in the Generative AI Usage Policy §3.6, the following are specifically prohibited in this role: • Using AI output as the sole basis for any adverse member action, including a decision to refuse a transaction, place a hold, or close an account., • Entering member NPI (full account numbers, Social Security numbers, government ID images) into any AI tool not explicitly approved for that data classification., • Using consumer or unapproved AI tools to answer member questions about CUTX products, rates, or policies.Compliance & Regulatory ResponsibilitiesEnterprise Compliance Obligations The Teller is responsible for all enterprise compliance obligations applicable to a CUTX team member, including BSA/AML, OFAC, USA PATRIOT Act/CIP/CDD, GLBA and the Safeguards Rule, Fair Lending laws (ECOA/Reg B, Fair Housing Act), UDAAP, Information Security and Acceptable Use, and the CUTX Code of Conduct. AI-Specific Compliance Obligations The Teller is responsible for the CUTX Generative AI Usage Policy (TRAIGA / HB 149-aligned), the CUTX AI Playbook (including Tier 2 obligations applicable to this role), and Texas Responsible Artificial Intelligence Governance Act (TRAIGA / HB 149) requirements applicable to the role. Role-Specific Compliance Obligations • Bank Secrecy Act / Anti-Money Laundering (BSA/AML), including currency transaction reporting (CTR) and suspicious activity reporting (SAR) referral thresholds., • Office of Foreign Assets Control (OFAC) screening as applied at the teller line., • USA PATRIOT Act / Customer Identification Program (CIP) requirements., • Regulation CC — Funds Availability and check hold standards., • Regulation E — Electronic Funds Transfers (as applied at the teller line)., • GLBA / Privacy of member non-public personal information., • Elder financial exploitation identification and escalation per CUTX procedure., • CUTX Cash Handling, Branch Security, and Teller Operations procedures.Working Conditions & Physical Requirements This role is performed on-site at the assigned CUTX branch location during posted branch hours, which may include Saturdays. The work environment is a standard branch office setting with no hazardous or significantly unpleasant conditions. Essential physical activities include the ability to remain stationary at a teller station for extended periods; use fingers and hands for repetitive motions such as typing, counting cash, and handling documents; grasp and manipulate currency, coin, and negotiable instruments; communicate clearly by voice with members and coworkers in person and by phone; hear normal conversation; visually inspect documents, identification, and currency for accuracy and authenticity; occasionally stand, walk, stoop, kneel, or crouch; and occasionally lift and move up to 20 pounds (e.g., coin bags, supplies). Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of this role, consistent with the Americans with Disabilities Act and CUTX policy. Acknowledgement & Disclaimer This job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required, and CUTX reserves the right to modify, add to, or remove duties at any time as business needs require. Employment with CUTX is at-will. This job description does not constitute an employment contract.

Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby associates so they can assist customers and effectively cross sell bank products and services. Has extensive knowledge of all deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Assumes responsibility for the effective and professional performance of financial service functions., • Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans., • Answers questions and solves problems for clients by listening, collecting data, and securing answers., • Profiles clients to identify sales opportunities., • Uses lead lists and other strategies to develop methods of generating additional business., • Assumes responsibility for establishing and maintaining effective, professional business relations with clients., • Resolves client requests and questions promptly, courteously, and professionally., • Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested., • Maintains privacy of customer account information., • Maintains and projects the Bank’s professional reputation., • Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management., • Assists area personnel as required., • Keeps Banking Center Manager informed of area activities and significant problems., • Completes required reports and records accurately and promptly., • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays., • Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit., • Review new account and data entry, as needed, to ensure accuracy., • Supporting Treasury Management with new accounts and services for clients., • Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review., • Assumes responsibility for related duties as required or assigned., • Actively and professionally sells Bank products and services. Responsible for meeting sales production goals., • Performs related clerical duties as needed., • Ensures that work areas are clean, secure, and well maintained. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. PERFORMANCE MEASUREMENTS • Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures., • Good business relations exist with clients. Client problems and questions are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities., • Required reports and records are accurate, complete, and timely., • Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals., • The Bank’s professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding the Caller Identification Process and Secure code – training offered by Training Department BPM Training, I, II, III and IV Understanding when to use DocuSign – Training DocuSign forms and templates Open Consumer Checking and Savings Accounts Open Commercial Checking and Saving Accounts Issue Debit Cards Complete requested customer file maintenance Clear DDA exceptions – clear timely Input debit card disputes Offer bank products to customers – cross sell Credit Cards Check orders – Harland check order training Wire transfers domestic – introduction to wires and domestic wire training Denial exceptions – clear timely Missing signature cards – clear timely Identify fraud situations – Risk Management I, II and III Assist on teller line, if applicable Close accounts Service charge waivers – needing approval – weekly report Additional duties as assigned by Banking Center Manager Online banking Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate. And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Hours: Monday - Friday: 7:15AM - 6:15PM. Saturday: 8:45AM - 1:15PM. 40 hours per week.

Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby associates so they can assist customers and effectively cross sell bank products and services. Has extensive knowledge of all deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Assumes responsibility for the effective and professional performance of financial service functions., • Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans., • Answers questions and solves problems for clients by listening, collecting data, and securing answers., • Profiles clients to identify sales opportunities., • Uses lead lists and other strategies to develop methods of generating additional business., • Assumes responsibility for establishing and maintaining effective, professional business relations with clients., • Resolves client requests and questions promptly, courteously, and professionally., • Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested., • Maintains privacy of customer account information., • Maintains and projects the Bank’s professional reputation., • Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management., • Assists area personnel as required., • Keeps Banking Center Manager informed of area activities and significant problems., • Completes required reports and records accurately and promptly., • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays., • Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit., • Review new account and data entry, as needed, to ensure accuracy., • Supporting Treasury Management with new accounts and services for clients., • Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review., • Assumes responsibility for related duties as required or assigned., • Actively and professionally sells Bank products and services. Responsible for meeting sales production goals., • Performs related clerical duties as needed., • Ensures that work areas are clean, secure, and well maintained. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. PERFORMANCE MEASUREMENTS • Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures., • Good business relations exist with clients. Client problems and questions are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities., • Required reports and records are accurate, complete, and timely., • Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals., • The Bank’s professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding the Caller Identification Process and Secure code – training offered by Training Department BPM Training, I, II, III and IV Understanding when to use DocuSign – Training DocuSign forms and templates Open Consumer Checking and Savings Accounts Open Commercial Checking and Saving Accounts Issue Debit Cards Complete requested customer file maintenance Clear DDA exceptions – clear timely Input debit card disputes Offer bank products to customers – cross sell Credit Cards Check orders – Harland check order training Wire transfers domestic – introduction to wires and domestic wire training Denial exceptions – clear timely Missing signature cards – clear timely Identify fraud situations – Risk Management I, II and III Assist on teller line, if applicable Close accounts Service charge waivers – needing approval – weekly report Additional duties as assigned by Banking Center Manager Online banking Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate. And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Hours: Monday - Friday 7:15 AM - 6:30 PM. Saturday 8:45 AM - 1:15 PM. 40 hours per week.

Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Perform numerous functions including processing deposits, withdrawals, posting to general ledger accounts, cashing negotiable items, processing loan payments, savings bonds, and cashier’s checks while promoting the bank’s products and services and providing excellent customer service. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Assumes responsibility for the efficient, effective, and accurate performance of Teller functions., • Represents the bank in a courteous and professional manner., • Receives and processes deposits., • Receives and processes loan payments., • Cashes checks and other negotiable instruments for clients., • Examines documents for endorsements and negotiability., • Processes transfers between accounts.., • Processes credit card cash advances., • Verifies and balances cash daily., • Detects and resolves discrepancies promptly., • Offers other Bank products to meet customer needs and strengthen the relationship., • Has no more than one proof error within a 30-day period., • Follow Teller procedures consistently and adheres to compliance requirements., • Other duties as assigned., • Assumes responsibility for establishing and maintaining effective, professional business relations with clients., • Ensures that client requests and inquiries are promptly resolved., • Operates online teller terminal., • Maintains privacy of customer information., • Ensures that the Bank’s quality reputation is maintained and projected., • Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management., • Assists area personnel as required., • Assists with training or orientation as needed., • Keeps supervisor informed of area activities and of any problems or concerns., • Completes required reports and records accurately and promptly., • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays., • Assumes responsibility for related duties as required or assigned., • Performs night drop functions as assigned., • Performs related clerical duties as assigned., • Ensures that work areas are clean, secure, and well maintained., • Cross sells Bank products and services. PERFORMANCE MEASUREMENTS • Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures., • Cash is balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained., • Good business relations exist with clients. Client problems and inquiries are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Tellers and staff as needed. Supervisors are appropriately informed of area activities., • Required reports and records are accurate, complete, and timely., • Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services., • The Bank’s professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Understanding of Bank operations preferred. Required Knowledge PROFICIENCIES: Mentor Program All required training and webinars in 90-day plan GS3 Program Precision Integrated Teller – Advanced functions (split, cash advance, CC, etc.) CTR/MIL understanding IVIEW Product Knowledge SCO ATM Balancing WITS/Wires – min. domestic Risk Management Skill Dual Control Experience Required: At least one year of related experience/cash handling required. Previous Teller experience preferred. Skills/Abilities: Good communication skills. Professional appearance, dress, and attitude. Good math skills. Good typing skills. Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin, and money counting machines, and telephone. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 to 25 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.

Job Description:\n\nPosition Summary The Teller Virtual - Bilingual serves Credit Union of Texas members through the Interactive Teller Machine (ITM) platform, processing financial transactions accurately and efficiently in both English and Spanish. The role assesses member needs in real time during live video interactions, recommends appropriate CUTX products and services, and delivers a consistent brand experience that mirrors the in-branch member experience. The Teller Virtual - Bilingual operates within all applicable federal regulations and CUTX policies, exercises due diligence on member identification and transaction risk, and uses CUTX-approved AI and workflow tools to support accurate, compliant, and member-centric service.Key ResponsibilitiesMember Service & Transaction ProcessingAttend to member transaction requests efficiently, accurately, and professionally via the ITM platform in English and Spanish.Deliver the CUTX brand experience with every interaction by providing outstanding service to internal and external members.Assess member needs during each interaction and identify financial needs that may be addressed by CUTX products or services.Recommend appropriate and progressive CUTX product and service solutions tailored to identified member needs.Meet or exceed individual sales and service goals established by Retail Delivery leadership.Regulatory Compliance & Risk ManagementRemain compliant with all applicable financial regulations, including BSA, OFAC, Regulation CC, and the USA PATRIOT Act.Exercise due diligence in verifying member identity, recognizing potential red flags, and placing appropriate holds on items in accordance with federal regulations and CUTX policy.Protect member information and other sensitive information by maintaining confidentiality and adhering to the CUTX privacy policy.Perform job duties within CUTX bylaws, regulations, Board policies, established internal and external service standards, and documented work procedures.ITM Platform OperationsIdentify potential ITM hardware or software issues and promptly notify leadership so vendors and branch teams can be engaged.Coordinate with branch teams to support the resolution of member transactions that require in-branch follow-up.Maintain awareness of ITM transaction limits, supported transaction types, and escalation procedures.Bilingual Member CommunicationConduct live ITM interactions fluently in both English and Spanish, switching languages based on member preference.Translate product disclosures, transaction confirmations, and procedural guidance accurately between English and Spanish during member interactions.Apply active listening to identify member needs that may not be explicitly stated.Continuous Improvement & Team ContributionParticipate in team huddles, coaching sessions, and training to continually strengthen service quality and product knowledge.Provide feedback on ITM workflows, scripts, and CUTX-approved AI tools that support the Virtual Branch.Perform other duties as required to maintain credit union services and operations.Performance Outcomes & KPIs Outcome Primary KPI Reporting Cadence Target / Direction Members receive fast, accurate service via the ITM platform. Average Handle Time (AHT) per ITM interaction, within accuracy standards. Monthly Meets or exceeds Virtual Branch standard [confirm with Manager, Virtual Branch] Transactions are processed accurately the first time. Transaction Accuracy Rate — percent of transactions processed without error or rework. Monthly ▲ ≥ 99% Members rate the ITM experience highly. Member Satisfaction (CSAT) score from post-interaction surveys. Monthly ▲ Meets or exceeds Retail Delivery target Sales and service goals are achieved through needs-based recommendations. Product/Service Referrals and Conversion Rate against assigned goals. Monthly ▲ 100% of assigned goal Bilingual service capacity is fully utilized. Percent of Spanish-language ITM interactions handled to completion without transfer. Monthly ▲ ≥ 95% Compliance and authentication standards are met on every interaction. Compliance/QA Audit Pass Rate (BSA, OFAC, Reg CC, identity verification, hold placement). Quarterly ▲ ≥ 98% AI-assisted prompts and recommendations are reviewed by the Teller after action. Human-in-the-Loop Review Rate on AI-suggested member recommendations and scripts. Monthly ▲ 100%QualificationsEducationHigh school diploma or General Education Degree (GED) required.ExperienceMinimum six (6) months of similar or related experience (teller, retail banking, contact center, or member-facing service).Prior credit union or community bank experience preferred.Prior experience using ITM, video banking, or contact center platforms preferred.Prior experience using AI- or workflow-augmented service tools preferred.Licenses, Registrations, and CertificationsNone required.Knowledge & SkillsFluency in both English and Spanish — strong listening, written, and verbal communication skills in both languages.Working knowledge of BSA, OFAC, Regulation CC, and USA PATRIOT Act requirements as they apply to teller transactions.Strong attention to detail and accuracy in cash and transaction handling.Goal-oriented and self-motivated to meet sales and service targets.Service-oriented mindset with the ability to identify and recommend appropriate products and services.Problem-solving skills with the ability to define issues, gather facts, and reach sound conclusions.Ability to multitask, prioritize, and adapt in a fast-paced, consistently changing environment.Strong team orientation with the ability to work effectively in a group setting.Basic mathematical ability (calculating figures and amounts such as percentages and proportions).Proficiency with Microsoft Office (Outlook, Word, Teams) and the ability to learn CUTX's core, ITM, and member service platforms.Core Competencies Competency Proficiency Level Why This Matters in This Role AI Literacy Intermediate The role uses AI-augmented prompts, knowledge retrieval, and recommendation tools (Tier 2) and is responsible for human-in-the-loop review on every member-impacting output. Member Centricity Intermediate Every ITM interaction is a brand moment; the Teller must deliver an in-branch-quality experience in two languages through a video channel. Communication Advanced Bilingual English/Spanish service requires clear, accurate, and culturally aware communication across live video, voice, and chat. Operational Discipline Intermediate Transaction accuracy, hold placement, and documentation must be consistent and audit-ready on every interaction. Compliance Orientation Intermediate BSA, OFAC, Reg CC, USA PATRIOT Act/CIP, and UDAAP requirements apply to daily transactions; errors create direct regulatory and member-impact exposure. Risk Awareness Intermediate The role must recognize red flags, identity-verification concerns, and potential fraud in real time and escalate appropriately. Adaptability Intermediate Virtual Branch volume, channels, and tools evolve continuously; the role must adopt new workflows and AI-enabled tools quickly.AI & Technology ExpectationsAI-Augmented Workflows The following workflows are AI-augmented in this role. The Teller Virtual - Bilingual is expected to work fluently within these workflows, exercise sound judgment over AI outputs, and follow all applicable controls.AI-assisted next-best-action and product recommendation prompts surfaced during live ITM interactions.AI-powered knowledge retrieval (policy, procedure, and disclosure lookup) supporting Teller responses in English and Spanish.AI-assisted language support (translation prompts, terminology suggestions) for bilingual member interactions.AI-assisted fraud and red-flag detection signals surfaced during member authentication and transaction review.AI-assisted post-interaction summarization and member notes drafting for the system of record.AI Tier and Human-in-the-Loop Responsibility This role operates in AI Tier 2 for its principal AI-augmented workflows (see Appendix A). The Teller Virtual - Bilingual retains accountability for any decision, communication, or member/employee-impacting action influenced by AI output, consistent with the CUTX Generative AI Usage Policy §3.4. The Teller Virtual - Bilingual is required to:Apply human-in-the-loop review on every AI-recommended product, script, translation, or member-facing message after delivery.Verify the accuracy of AI knowledge-retrieval responses against authoritative CUTX policy and procedure after relying on them with the member.Stop reliance on AI output and escalate immediately if the output appears inaccurate, biased, non-compliant, or outside the role's documented scope (Generative AI Usage Policy §3.5).Refrain from entering member non-public personal information (NPI), confidential CUTX information, or material non-public information into any AI tool not explicitly approved for that data classification.Complete all required AI training within thirty (30) days of hire and maintain currency on annual refreshers.Approved AI Tools The role is approved to use the following AI tools in performing essential functions (subject to the Generative AI Usage Policy and any tool-specific guidance issued by the AI Council):CUTX-approved internal AI assistants (e.g., Sam) for general productivity and approved knowledge tasks.Microsoft Copilot for office productivity (drafting, summarization).CUTX-approved ITM platform AI features (next-best-action prompts, knowledge retrieval, interaction summarization) as deployed by Retail Delivery.CUTX-approved bilingual language support tools integrated into the Virtual Branch workflow. Use of AI tools outside this list requires prior approval from the role's department leader and the AI Council, per the Generative AI Usage Policy §4.Prohibited AI Use In addition to the prohibited uses defined in the Generative AI Usage Policy §3.6, the following are specifically prohibited in this role:Using AI output as the sole basis for any adverse member action, including denying a transaction, placing or releasing a hold, or making an identity-verification determination.Entering member NPI (full account numbers, Social Security numbers, government ID images, account documents) into any AI tool not explicitly approved for that data classification.Using consumer or unapproved AI tools to translate or draft member-facing disclosures or legal/compliance language; such content must come from approved CUTX templates.Bypassing standard authentication, hold, or escalation procedures based on AI suggestions.Compliance & Regulatory ResponsibilitiesEnterprise Compliance Obligations The Teller Virtual - Bilingual is responsible for all enterprise compliance obligations applicable to a CUTX team member, including BSA/AML, OFAC, USA PATRIOT Act/CIP/CDD, GLBA and the Safeguards Rule, Fair Lending laws (ECOA/Reg B, Fair Housing Act), UDAAP, Information Security and Acceptable Use, and the CUTX Code of Conduct.AI-Specific Compliance Obligations The Teller Virtual - Bilingual is responsible for the CUTX Generative AI Usage Policy (TRAIGA / HB 149-aligned), the CUTX AI Playbook (including Tier 2 obligations applicable to this role), and Texas Responsible Artificial Intelligence Governance Act (TRAIGA / HB 149) requirements applicable to the role.Role-Specific Compliance ObligationsBank Secrecy Act (BSA) and Anti-Money Laundering (AML) requirements as applied to teller transactions, including currency transaction reporting thresholds and suspicious activity identification.Office of Foreign Assets Control (OFAC) screening and escalation requirements.USA PATRIOT Act / Customer Identification Program (CIP) requirements for member identity verification.Regulation CC — Funds Availability and check hold placement requirements.Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) principles in member-facing communication and product recommendations.Gramm-Leach-Bliley Act (GLBA) and the CUTX privacy policy governing handling of member non-public personal information.CUTX Retail Delivery, Virtual Branch, and ITM operating procedures, including authentication, transaction limits, and escalation.Working Conditions & Physical Requirements This role is performed on-site at the CUTX Corporate Office in a Virtual Branch / ITM operations environment. The work environment is office-based with no hazardous or significantly unpleasant conditions. Essential physical activities include sedentary work with frequent talking, hearing, sitting, and use of hands to handle and feel; frequent use of fingers for typing and operating ITM and computer equipment; repetitive wrist, hand, and finger motions; average hearing sufficient to conduct live ITM conversations and receive ordinary information; and average visual acuity to read documents, screens, and verify member identification. The role occasionally requires standing, walking, reaching, stooping, kneeling, crouching, and lifting up to 10 pounds. Reasoning, mathematical, and language abilities sufficient to interpret instructions, calculate basic financial figures, and communicate clearly in both English and Spanish are required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of this role, consistent with the Americans with Disabilities Act and CUTX policy.Acknowledgement & Disclaimer This job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required, and CUTX reserves the right to modify, add to, or remove duties at any time as business needs require. Employment with CUTX is at-will. This job description does not constitute an employment contract.

Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby associates so they can assist customers and effectively cross sell bank products and services. Has extensive knowledge of all deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Assumes responsibility for the effective and professional performance of financial service functions., • Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans., • Answers questions and solves problems for clients by listening, collecting data, and securing answers., • Profiles clients to identify sales opportunities., • Uses lead lists and other strategies to develop methods of generating additional business., • Assumes responsibility for establishing and maintaining effective, professional business relations with clients., • Resolves client requests and questions promptly, courteously, and professionally., • Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested., • Maintains privacy of customer account information., • Maintains and projects the Bank’s professional reputation., • Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management., • Assists area personnel as required., • Keeps Banking Center Manager informed of area activities and significant problems., • Completes required reports and records accurately and promptly., • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays., • Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit., • Review new account and data entry, as needed, to ensure accuracy., • Supporting Treasury Management with new accounts and services for clients., • Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review., • Assumes responsibility for related duties as required or assigned., • Actively and professionally sells Bank products and services. Responsible for meeting sales production goals., • Performs related clerical duties as needed., • Ensures that work areas are clean, secure, and well maintained. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. PERFORMANCE MEASUREMENTS • Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures., • Good business relations exist with clients. Client problems and questions are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities., • Required reports and records are accurate, complete, and timely., • Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals., • The Bank’s professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding the Caller Identification Process and Secure code – training offered by Training Department BPM Training, I, II, III and IV Understanding when to use DocuSign – Training DocuSign forms and templates Open Consumer Checking and Savings Accounts Open Commercial Checking and Saving Accounts Issue Debit Cards Complete requested customer file maintenance Clear DDA exceptions – clear timely Input debit card disputes Offer bank products to customers – cross sell Credit Cards Check orders – Harland check order training Wire transfers domestic – introduction to wires and domestic wire training Denial exceptions – clear timely Missing signature cards – clear timely Identify fraud situations – Risk Management I, II and III Assist on teller line, if applicable Close accounts Service charge waivers – needing approval – weekly report Additional duties as assigned by Banking Center Manager Online banking Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate. And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Hours: Monday - Friday 8:30 AM - 6:30 PM. 40 hours per week.

Job Description Recognizes and meets customer expectations of service and professionalism and creates a high level of customer satisfaction and trust. Continually display a courteous and helpful level of enthusiasm, and service knowledge with customers. The summary of duties include, but are not limited to, performing all deposit account services such as taking deposits, withdrawals, opening new accounts, and placing account holds. The CSR 3 is also responsible for cross selling and referring all deposit and loan products as well as up streaming loans and other products for approval. PRINCIPAL DUTIES AND RESPONSIBILITIES • Recognizes and addresses customers by name. Listens carefully to customer requests, comments, or complaints and responds appropriately in accordance with CBTx procedures. Is responsible for comprehensive, prompt, and efficient customer transactions., • Performs a variety of customer service transactions on a daily basis such as account holds, stop payments, direct deposits and check confirmation., • Cross-markets and promotes other CBTx products and services such as loans, IRA's, CD's, and safe deposit boxes. Up streams loans for approval., • Open new accounts (personal or commercial) DDA, savings, CD's, IRA's, and safe deposit boxes. Also will review and approve/decline NSF in accordance with CBTx policy and procedures., • Provides extensive personalized service to depositors with specific or special banking needs including: personal banking account advice, suggestions for account resolution; researches customer inquiries; provides customers with account information and updates as requested., • Counts, checks, and packages coins and currency. Cashes checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters transactions into computer records., • Maintains cash supply within prescribed limits, orders cash when necessary, prepares cash transfer slips and counts incoming cash., • Balances cash drawer at the end of the shift and compares totaled amounts to electronic journal on DCI. Reports and discrepancies to his or her supervisor as necessary., • Places hold on accounts for uncollected funds and prepare CBTx Notice of Delayed Availability in accordance with CBTx procedures., • Balances and loads ATM when necessary., • Receives mortgage, consumer loan, and other payments, inspects negotiable instruments and cash offered for payment and ensures the payments match balances due, enters payments received into CBTx computer records and generates customer receipts., • Provides guidance to CSR-1's and 2's as to proper use of DCI Teller, iCore features and functions, night depository contracts, and interpretation of CBTx policies and procedures., • Performs bank by mail and night deposit functions where available., • Participates as a volunteer in community and non-profit activities., • Other duties as assigned.

Job DescriptionCompany Description FSR is a leading provider of premier talent for credit unions (Direct -Hire) specifically recruiting for the credit union industry. Our experienced placement professionals have an unparalleled understanding of our client’s business culture and candidate expectations. We expertly match our candidates talent to our clients need for any all staff levels within the credit union organization, from teller to CEO we can make it happen for you. Job Description Are you a relationship-focused banking professional who enjoys helping customers while handling a variety of new account and customer service responsibilities? Our community bank is seeking a Customer Service Representative III to provide exceptional customer service, open consumer and commercial accounts, and support customers with their day-to-day banking needs. This is an excellent opportunity for someone who enjoys building customer relationships, identifying financial needs, and contributing to a team-oriented banking environment. What You'll Do • Deliver exceptional customer service while creating a positive banking experience for every customer., • Open and service consumer and commercial deposit accounts, including checking, savings, CDs, IRAs, and related products., • Process customer transactions, including deposits, withdrawals, payments, transfers, and check cashing., • Assist customers with account maintenance, stop payments, direct deposits, account holds, and other service requests., • Research and resolve customer inquiries with professionalism and accuracy., • Identify customer needs and cross-sell deposit and loan products when appropriate., • Refer consumer and commercial loan opportunities for approval., • Process loan payments and other account transactions., • Maintain and balance a cash drawer while adhering to bank policies and procedures., • Assist with ATM balancing and cash management activities., • Support night deposit and mail banking functions as needed., • Serve as a knowledgeable resource for customers and team members., • Participate in community and volunteer activities that support the bank's presence in the market.Qualifications, • 3–5 years of banking experience required., • Experience opening both consumer and commercial deposit accounts., • Strong cash handling and balancing experience., • Knowledge of deposit products, banking regulations, and customer service best practices., • Ability to identify opportunities and recommend appropriate banking products and services., • Excellent communication, relationship-building, and problem-solving skills., • Strong attention to detail and commitment to accuracy., • Professional demeanor with a passion for providing outstanding customer service. Additional Information Why Join Us? We offer the opportunity to work in a community-focused environment where customer relationships matter. If you enjoy helping customers, building business relationships, and contributing to a collaborative team, we'd love to hear from you.

If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States As a District Lending Specialist (TRAVEL REQUIRED), you'll be a vital force behind our district's successtraveling between branches to provide hands-on support, drive performance, and make a real impact. Whether you're stepping in to lead, training new team members, or helping branches exceed their goals, your role is dynamic, rewarding, and essential to our continued growth. If you're a flexible, results-driven professional with a passion for leadership, customer service, and team development, we want to hear from you. Join us and help shape the future of our districtone branch at a time! In this role, you will: • Support District Growth: Partner with the District Manager to drive performance, support business goals, and ensure operational excellence across multiple locations., • Lead by Example: Step in as acting Branch Manager when needed, setting the tone for customer service, sales, and team collaboration., • Train and Mentor: Onboard and coach new team members, sharing your knowledge and helping them grow into high-performing contributors., • Deliver Exceptional Service: Assist customers in selecting the right financial solutions, ensuring their needs are met with care and professionalism., • Manage Delinquency: Proactively work with past-due customers to find solutions and maintain healthy account performance., • Stay Agile: Embrace a variety of responsibilities and adapt to the unique needs of each branch you supportno two days are the same!, • Travel with Purpose: Provide in-person support across the district, bringing consistency, leadership, and energy wherever you go. This is your opportunity to grow your career in a fast-paced, supportive environment where your leadership and flexibility make a real difference. We're looking for adaptable, service-oriented professionals who thrive in a leadership support role and are excited to travel and grow. • Customer Service Experience: Background in customer service, collections, finance, or banking is highly desirable., • Leadership Potential: Ability to step into leadership roles, coach others, and support team success., • Flexibility and Travel: Willingness to travel within the district to provide in-person support where it's needed most., • Valid Driver's License: Must maintain a valid driver's license and current auto insurance for travel between branches., • Strong Communication: Excellent interpersonal skills with the ability to build relationships and foster collaboration., • Problem-Solving Skills: A proactive mindset with the ability to identify challenges and implement effective solutions. Work Location: District-based travel (Dallas, Plano, Denton, DeSoto); home branch: 1700 Alma Dr. Ste 315 Plano, TX 75075 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $19.00 - $29.75 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Management, Retail, Office, Bank Teller, Sales, Collections, Leadership Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @curo.com, @first-heritage.com, @heightsfinance.com, and @cashmoney.ca.