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Client Services Professional - Floater

Company: Texas First Bank
Location: Beaumont
Posted on: March 17, 2023

Job Description:

Make applying EASY....text BEAUMONT 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 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.

Salary Grade 01


Keywords: Texas First Bank, Beaumont , Client Services Professional - Floater, Other , Beaumont, Texas

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