Client Services Professional - Floater

texasfirstbank; Houston (TX); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Sign-on bonus

Retention bonus

Job summary

Texas First Bank is hiring a Client Services Professional Floater (CSP) who provides customer service at the teller line and the new accounts desk while traveling within an assigned region to support multiple banking centers as needed. The role combines cash handling with account onboarding and product referrals.

The position requires a high school diploma, 2+ years teller experience, and strong interpersonal skills.

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.

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 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 and referrals.
• Collaborate with other departments to cross-sell and refer clients as appropriate.

Skills

Interpersonal skills

Attention to detail

Teamwork

Communication skills

Spanish (bonus)

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

Ten-key calculator

Job description

Join Texas First Bank!

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.

Salary Grade 01

EOE/Disability/Veteran