TX Client Experience & Banking Center Representative - Onsite

Security National Bank; United States; On-site; USD 42,000 - 62,000; Full time

Job summary

Security National Bank is seeking a Branch Service Associate to support day-to-day transaction processing, account servicing, and client support for consumer and commercial customers across Texas markets. The role emphasizes accuracy, efficiency, and policy alignment as the Texas client service model evolves.

You will develop knowledge of banking products, handle deposits and daily operations, maintain cash drawers, and collaborate with bankers and operations to ensure compliant, timely service.

Qualifications

• High school diploma or equivalent required.
• Minimum 3 years banking center or client service experience.
• At least 1 year of financial account servicing/transaction processing experience.

Responsibilities

• Supports day-to-day transaction processing and client servicing.
• Executes deposits, withdrawals, transfers, and other banking center transactions with accuracy.
• Opens and services deposit accounts in compliance with policy.
• Maintains cash drawer and adheres to audit and security procedures.
• Coordinates with commercial bankers and operations to support client needs.
• Delivers responsive, compliant service and participates in process improvements.

Skills

Banking knowledge

Customer service

Communication

Problem-solving

Education

High school diploma

Tools

Microsoft Office

Job description

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets: Iowa, Nebraska and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

JOB SUMMARY

This position is responsible for supporting the day-to‑day execution of high-quality transaction processing, account servicing, and support for both consumer and commercial clients. This role serves as a core member of the banking center team, ensuring that all branch responsibilities are completed accurately, efficiently, and in alignment with bank policy. This role is designed to grow in scope over time as the Texas client service model continues to evolve.

ESSENTIAL FUNCTIONS

Branch Service & Transaction Execution (50%)

• Develops and maintains working knowledge of banking products, services, and client needs to support the evolving Texas client service model.
• Executes daily banking center transactions including deposits, withdrawals, payments, and check cashing with accuracy and efficiency.
• Opens, maintains, and services deposit accounts in accordance with regulatory and bank requirements.
• Handles in-branch client interactions and ensures complete service needs in real time aligned with banking center expectations.
• Maintains cash drawer and balance transactions in accordance with established procedures.
• Follows all banking center opening and closing procedures.
• Performs daily operational activities including cash handling, audits, and required reporting.
• Ensures adherence to dual control, audit standards, and branch security protocols.
• Maintains awareness of fraud indicators and follows escalation procedures when needed.
• Supports banker-led client relationship activities across Texas portfolios; including but not limited to facilitating client requests and relationship support activities.

Account Servicing & Operational Support (30%)

• Completes routine and complex account maintenance requests for consumer and commercial clients.
• Executes service requests including transfers, wires, check orders, account updates, and other servicing activities.
• Collects and validates documentation required for account maintenance and client servicing.
• Partners with commercial bankers, treasury, lending, operations, and other internal teams to support client needs.
• Assists with preparation and follow-up related to commercial client activities and servicing requests.
• Ensures clients receive responsive, accurate, and seamless service while maintaining compliance with policy and procedure.
• Supports the Texas Client Experience and Market Operations Lead
• Ensures client and internal requests are carried full‑circle from intake to resolution without fragmentation
• Delivers a consistent, timely, and accountable client service experience regardless of entry point into the organization
• Coordinates the movement of requests through appropriate processing paths (routing, approvals, documentation, and operational queues) to prevent client disruption, delays, or rework
• Demonstrates openness to expanded responsibilities as the Union Branch service model evolves.
• Participates in process improvements to enhance efficiency and client experience.
• Provides feedback on operational workflows and service gaps.
• Supports adoption of new tools, processes, and service approaches.

Performs other duties as required and assigned.

KNOWLEDGE, SKILLS AND ABILITIES

• Comprehensive knowledge and understanding of banking products and services.
• Knowledge of banking compliance with federal and state regulations.
• Proficient skills utilizing banking systems, including transaction processing, new accounts/loans and related programs.
• Ability to identify customer needs and recommend appropriate products or services.
• Skills in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Skills in deescalating customer situations.
• Strong written, verbal, and interpersonal communication skills
• Strong service mindset and ability to resolve issues with appropriate urgency and professionalism
• Strong organizational and prioritization skills; ability to manage multiple concurrent requests while maintaining accuracy and transparency
• Critical thinking and problem‑solving skills
• Proficiency with Microsoft Office (Outlook, Teams, Excel, Word) and comfort using shared inboxes and trackers
• Ability to obtain Notary Public in applicable state if necessary.
• Ability to maintain the highest level of ethics and integrity, ensuring the confidentiality and security of sensitive information.
• Ability to complete the required training by assigned due date.
• Ability to maintain regular and reliable attendance.

EDUCATION*

• Minimum of a High school diploma or equivalent required.

EXPERIENCE*

• Minimum of 3 years of banking center or client service experience, including at least 1 year of financial account servicing, transaction processing, or operational support experience, required.

*Equivalent education and experience will be considered

PHYSICAL REQUIREMENTS

While performing the duties of this job, the employee is regularly required to stand; use hands to handle or feel; reach with hands and arms; and talk or hear. The employee frequently is required to walk. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.

WORKING CONDITIONS

This job is operated in a professional office environment with normal office working conditions. This role routinely involves using standard office equipment such as computers, phones, photocopiers, filing cabinets, etc.

AFFIRMATIVE ACTION

Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.