Banking Client Experience Advocate

Texas First Bank . Insurance; Conroe (TX); Presencial; USD 32.000 - 42.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Sign-On Bonus

Retention Bonus

Descripción de la vacante

Texas First Bank is seeking a Client Ambassador to be the first point of contact for clients entering the banking center. You will deliver exceptional customer service, process financial transactions, and promote bank products and services.

The ideal candidate will be detail-oriented, personable, and able to support the financial needs of our clients and community. This role requires basic cash handling and front-line customer service experience, with Spanish language skills considered a plus.

Formación

• High school diploma or equivalent.
• Minimum of 6 months’ cash handling/customer service experience.
• Proficiency in Word and Excel; ability to type and use a ten-key calculator.
• Fluency in Spanish is a plus.
• Strong interpersonal and communication skills.

Responsabilidades

• Greet and assist clients and visitors in a professional and friendly manner.
• Answer incoming calls, provide information, and route calls appropriately.
• Perform teller functions including cashing checks, deposits and withdrawals, and verifying negotiability of financial instruments.
• Open, maintain, and close various types of accounts using bank systems and documentation.
• Promote bank products and services based on client needs and relationship history.
• Handle safe deposit box transactions and night depository services.
• Sort and process incoming mail and execute mail transactions.
• Support branch sales goals through referrals and promotion of services such as ATM cards, direct deposit, and online banking.
• Open and close the banking center as needed.

Conocimientos

Cash handling

Customer service

Microsoft Word

Excel

Spanish

Educación

High school diploma or equivalent

Descripción del empleo

Texas First Bank is seeking a Client Ambassador to be the first point of contact for clients entering the banking center. You will deliver exceptional customer service, process financial transactions, and promote bank products and services.

The ideal candidate will be detail-oriented, personable, and able to support the financial needs of our clients and community. This role requires basic cash handling and front-line customer service experience, with Spanish language skills considered a plus.