Client Services Professional

Texas First Bank; Liberty (TX); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Sign-On Bonus

Retention Bonus

Job summary

Texas First Bank is seeking a Client Ambassador in Liberty, Texas. This role requires exceptional customer service skills and the ability to manage financial transactions while promoting bank products. The ideal candidate will be detail-oriented and personable.

As the first point of contact, you'll greet clients, assist with accounts, and support sales initiatives. The position offers competitive bonuses for commitment to our community. Text LIBERTY to apply!

Qualifications

• 6 months’ cash handling or customer service experience.
• Fluency in Spanish is a plus.
• Flexibility to work additional hours when requested.

Responsibilities

• Greet and assist clients and visitors professionally.
• Perform teller functions including cashing checks and processing deposits.
• Promote bank products and services based on client needs.

Skills

Customer service

Cash handling

Interpersonal skills

Communication

Attention to detail

Math Aptitude

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Ten-key calculator

Job description

Job Summary

This position is the Client Ambassador serves as the first point of contact for clients entering the banking center. This role is responsible for delivering exceptional customer service, processing financial transactions, and promoting bank products and services. The ideal candidate will be detail-oriented, personable, and committed to supporting the financial needs of our clients and community.

Responsibilities and Duties

• 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, processing 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.

Job Skills and Qualifications

• High school diploma or equivalent required.
• Minimum of 6 months’ cash handling/customer service experience.
• Proficiency in Microsoft Word and Excel; ability to type and use a ten-key calculator.
• Fluency in Spanish is a plus.
• Strong interpersonal and communication skills.
• High attention to detail and strong math aptitude.
• Ability to work effectively in a team environment.
• Flexibility to work additional hours when requested.
• Ability to lift up to 25 pounds.
• Candidates selected for further evaluation will be asked to provide authorization to perform a credit and background check.

Enjoy a generous Sign-On Bonus and Retention Bonus as a thank-you for your commitment.

Text LIBERTY to [phone] to apply and submit your resume!