Financial Services Representative Location: TX-Houston-77056 Post Date: 10-20-26 Department: Client Services Full / Part Time

Gulf Capital Bank; Houston (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

401(k)

401(k) matching

Dental insurance

Job summary

Gulf Capital Bank seeks a Financial Service Representative in Houston to open commercial and consumer deposit accounts, perform teller duties, and deliver consultative service to clients via in-person and phone interactions.

You will identify client financial needs, promote bank products, and refer clients to appropriate channels while maintaining accuracy and compliance in a fast-paced branch setting.

Qualifications

• 3 to 5 years of experience in opening new accounts.
• Experience as a teller in a commercial bank.
• Excellent verbal and written communication.
• Strong organizational skills and attention to detail.

Responsibilities

• Opens commercial and consumer deposit accounts for new and existing clients, accurately, efficiently and in compliance with policies and procedures.
• Accurately performs teller transactions and other service activities while proactively identifying opportunities and making financial product and service recommendations.
• Actively engage with existing and prospective clients to create a positive experience that is consistent with the values and culture of the organization.
• Deepen relationships through expert knowledge of bank’s products and services.
• Ensure accuracy and completion of all transactions and client service requests.
• Build meaningful relationships by participating in branch promotions and community events, as assigned.
• Work effectively in a team environment across all organizational levels.
• Maintains a strong knowledge of policies and procedures.
• Performs other related duties as assigned.

Skills

Customer service

Communication

Detail orientation

Problem solving

Team player

Bank product knowledge

Education

High School diploma

Associate degree

Tools

Fiserv core system

Job description

Benefits

• Health insurance
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

Company Overview

Gulf Capital Bank aims to redefine the value of a bank by offering the personal relationship touches of a traditional community bank combined with the ease of state‑of‑the‑art banking technology and global connections provided by a group of Houston’s business and civic leaders. For more information go to: https://www.gulfcapitalbank.com/

Brief Description

The Financial Service Representative will be responsible for opening new commercial and consumer deposit accounts, performing teller transactions and other customer service duties. Deliver positive client experiences through a consultative and personalized service approach in person and over the phone. Constantly seeking opportunities for conversations to uncover financial needs, promote Bank’s products and referring clients to the appropriate channels and technology to meet those needs.

Duties/Responsibilities

• Opens commercial and consumer deposit accounts for new and existing clients, accurately, efficiently and in compliance with policies and procedures.
• Accurately performs teller transactions and other service activities while proactively identifying opportunities and making financial product and service recommendations.
• Actively engage with existing and prospective clients to create a positive experience that is consistent with the values and culture of the organization.
• Deepen relationships through expert knowledge of bank’s products and services.
• Ensure accuracy and completion of all transactions and client service requests.
• Build meaningful relationships by participating in branch promotions and community events, as assigned.
• Work effectively in a team environment across all organizational levels.
• Maintains a strong knowledge of policies and procedures.
• Performs other related duties as assigned.

Required Skills/Abilities

• Strong commercial and consumer new accounts opening and documentation skills, with 3 to 5 years previous new accounts experience.
• Previous experience as a teller in a commercial bank.
• Strong in-person and phone customer service skills.
• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Knowledge of various bank systems, products, policies, and procedures.
• Passion for helping people and the drive to build relationships.
• Ability to effectively ask open-ended questions, problem solve and provide solutions.

Education and Experience

• High School diploma, associate degree or higher preferred.
• 3 to 5 years of previous experience in a commercial bank working with new accounts and performing teller transactions.
• Previous experience with Fiserv banking core system a plus.

Physical Demands

The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Disclaimer

The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.