Client Services Professional - Floater

Texas First Bank; Town of Texas (WI); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player in the financial sector is seeking a Client Services Professional Floater to join their dynamic team. This role involves providing exceptional customer service, assisting clients with transactions, and helping to deepen client relationships. The ideal candidate will have at least two years of teller experience and a strong aptitude for sales. With a commitment to community and employee success, this innovative firm offers a supportive environment where you can thrive. If you're looking for a rewarding opportunity to make a difference in people's financial lives, this position is perfect for you.

Benefits

Sign-On Bonus

Retention Bonus

Qualifications

• High school diploma or equivalent required.
• At least 2 years of experience as a teller.

Responsibilities

• Provide outstanding customer service and assist clients with transactions.
• Open new accounts and sell additional products to clients.

Skills

Customer Service

Cash Handling

Sales Skills

Interpersonal Skills

Communication Skills

Attention to Detail

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Job description

Make applying EASY....text HOUFLOATER to [phone] and submit your resume!

Join a great team workplace while being offered a Sign-On Bonus and Retention Bonus! Founded in 1973, Texas First Bank is one of the fastest-growing financial organizations in Southeast Texas. We are a leading independent community bank with 26 banking centers across seven counties. Our most vital asset is our employees and their dedication to helping our communities and customers. We are committed to helping our employees and customers succeed and build up our local communities.

Job Summary

The Client Services Professional Floater (CSP) will be responsible for both teller and new account representative duties and will assist clients at the teller line and at the new accounts desk. The Floating CSP will travel within an assigned region to provide necessary coverage to banking centers in their market.

Essential Duties and Responsibilities

The primary responsibility for the CSP is to provide outstanding customer service, help deepen client relationships and attract additional clients. This position is responsible for keeping accurate record of their cash drawer while assisting clients with requests such as deposits, withdrawals, and other first-level transactions as well as opening new accounts, selling additional products to clients and prospects and supporting the overall sales efforts of the bank. This position will follow all compliance and security guidelines to ensure that the client's trust and confidentiality is maintained and will be responsible for completing sales activities to help attract new clients. These duties will include soliciting banking relationships, developing prospect lists and other tasks as requested by the department head. As part of the overall banking staff, the position will help with other cross-selling and referrals to other departments of the bank.

Job Skills and Qualifications

High school diploma or equivalent is required. At least 2 years of experience as a teller. This position requires working knowledge of Word and Excel; must be able to type and use a ten-key. Fluency in Spanish is a plus. Excellent interpersonal and communication skills. Ability to handle transactions accurately and quickly. Strong math aptitude and attention to detail. Ability to work effectively in a team environment. Flexibility to work additional hours when requested and Saturdays. Required to lift heavy coin and sit/stand for long periods of time. Candidates selected for further evaluation will be asked to provide authorization to perform a credit and background check.