Client Services Professional

Texas First Bank . Insurance; The Woodlands (TX); In loco; USD 32.000 - 40.000; Tempo pieno

Descrizione del lavoro

Texas First Bank is seeking a Client Ambassador to greet clients, perform teller functions, and promote banking products while delivering exceptional service.

The role focuses on accurate cash handling, strong interpersonal skills, and the ability to work with a diverse customer base. Fluency in Spanish is a plus, with potential for flexible hours in a community bank setting.

Competenze

• High school diploma or equivalent.
• Minimum 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.
• 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.
• Credit and background check may be required.

Mansioni

• 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, 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.

Conoscenze

Customer service

Cash handling

Spanish

Excel

Word

Team player

Attention to detail

Communication

Flexibility

Formazione

High school diploma

Strumenti

Ten-key calculator

Descrizione del lavoro

Enjoy a generous Sign-On Bonus and Retention Bonus

Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and we’re dedicated to helping employees and communities thrive.

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.