Client Services Professional - Floater

Texas First Bank; Houston (TX); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Generous Sign-On Bonus

Retention Bonus

Job summary

Texas First Bank is seeking a Client Services Professional Floater who supports teller operations and new accounts services while traveling regionally to assist multiple banking centers.

You will handle deposits, withdrawals, new accounts, and cross-sell bank products with a focus on exceptional customer service and team collaboration in a fast-paced community banking environment.

Qualifications

• High school diploma or equivalent required.
• Minimum of 2 years teller experience preferred.
• 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 and Saturdays as needed.
• Ability to lift heavy coin and sit/stand for extended periods.

Responsibilities

• Deliver exceptional customer service at the teller line and new accounts desk.
• Accurately process teller transactions including deposits, withdrawals, and payments.
• Maintain and reconcile cash drawer in accordance with bank policies.
• Open new accounts and assist clients in selecting appropriate financial products.
• Promote bank products and services through consultative conversations and referrals.
• Follow all compliance, security, and confidentiality guidelines.
• Support sales efforts by developing prospect lists, soliciting new relationships, and completing assigned sales activities.
• Collaborate with other departments to cross-sell and refer clients as appropriate.

Skills

Interpersonal skills

Attention to detail

Teamwork

Overtime availability

Spanish (bonus)

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

Job description

Career Opportunities with Texas First Bank

A great place to work.

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

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

The Client Services Professional Floater (CSP) plays a dual role, supporting both teller operations and new account services. This position provides high-quality customer service at the teller line and new accounts desk, while traveling within an assigned region to support multiple banking centers as needed.

Essential Duties and Responsibilities

• Deliver exceptional customer service to deepen client relationships and attract new business.
• Accurately process teller transactions including deposits, withdrawals, and payments.
• Maintain and reconcile cash drawer in accordance with bank policies.
• Open new accounts and assist clients in selecting appropriate financial products.
• Promote bank products and services through consultative conversations and referrals.
• Follow all compliance, security, and confidentiality guidelines.
• Support sales efforts by developing prospect lists, soliciting new relationships, and completing assigned sales activities.
• Collaborate with other departments to cross-sell and refer clients as appropriate.

Job Skills and Qualifications

• High school diploma or equivalent required.
• Minimum of 2 years of teller 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 and Saturdays as needed.
• Ability to lift heavy coin and sit/stand for extended periods.