Client Services Professional
Company: Texas First Bank
Location: Winnie
Posted on: March 16, 2023
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Job Description:
Make applying EASY....text WINNIE to (281) 688-6192 and submit
your resume!
Join a great team and workplace! 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 27 banking
centers across seven counties. Our strongest asset is our employees
and the dedication they bring 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 (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.
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.
Salary Grade 01
EOE/Disability/Veteran
Keywords: Texas First Bank, Beaumont , Client Services Professional, Other , Winnie, Texas
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