Client Service Associate
3 weeks ago
- Provide full-service banking by accurately processing all financial transactions in a timely manner within established authorized limits, while maintaining an acceptable balancing record.
- Utilize knowledge of available bank products and services to expand and increase client relationships.
- Identify and address clients' needs by providing a variety of services which may include issuing counter checks, conducting account maintenance, performing money transfers, and receiving loan payments.
- Deliver an exceptional customer experience while uncovering bank products or service needs to make appropriate referral opportunities.
- Explore, identify, and maximize cross-selling of bank products based on clients' needs.
- Perform all duties in compliance with laws, regulations, and bank policies and procedures.
- Resolve client concerns through direct personal action or referral to alternative branch or bank resources.
- Adhere to the bank's security policies while maintaining confidentiality of bank records and client information.
- Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and banking center goals.
- Perform other duties as assigned. Qualifications:
- High school diploma or equivalent required.
- At least 1 year of experience in customer service, banking, cashiering, balancing, and sales or a related field.
- Prior experience in a customer service or cash handling role is preferred.
- Excellent customer service skills with the ability to communicate effectively.
- Basic math skills and proficiency in using computers and cash handling equipment.
- Strong attention to detail and accuracy in handling financial transactions.
- Knowledge of banking products and services a plus.
- Proficiency in cross-selling bank products tailored to clients' specific needs.
- Experience in meeting or exceeding sales goals and referral targets.
- Reliable attendance and exceptional time management skills.
- Ability to work efficiently in a fast-paced environment while maintaining professionalism. Hours:
- Monday through Friday: 8:15 AM to 5:30 PM
- Saturday: 8:30 AM to 1:30 PM This is a full-time position: 40.00 hours per week. Must be able to work a flexible schedule within the hours listed above. Benefits: At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.
- Medical, Dental and Vision Insurance - START DAY ONE
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
- 401(k) plan with company match and Profit Sharing.
- Mental health benefits including coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees.
- Employee Ambassador preferred banking products.
- Competitive compensation in line with work experience. Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.
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