Client Services Professional

2 months ago


Houston, United States Texas First Bank . Insurance Full time

Join a great team workplace while being offered a **Sign-On Bonus and Retention Bonus** 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 most vital asset is our employees and their dedication 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**

**Salary Grade 01**

**EOE/Disability/Veteran



  • Houston, United States PNC Financial Services Group Full time

    Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...

  • Food Service Worker

    3 weeks ago


    Houston, United States Deans Professional Services Full time

    Job DescriptionJob DescriptionDean’s Professional Services is now hiring qualified, patient-care-focusedFood Service Workersto work for a Hospital inHouston, TX.We are on a mission to create care that’s more convenient and professional. With solutions that are value-based and patient-centered. To accomplish this, we are looking for individuals who share...

  • Food Service Worker

    3 days ago


    Houston, United States Deans Professional Services Full time

    Job DescriptionJob DescriptionDean’s Professional Services is now hiring qualified, patient-care-focusedFood Service Workersto work for a State Hospital inHouston, TX.We are on a mission to create care that’s more convenient and professional. With solutions that are value-based and patient-centered. To accomplish this, we are looking for individuals who...

  • Food Service Worker

    4 days ago


    Houston, United States Deans Professional Services Full time

    Job DescriptionJob DescriptionDean’s Professional Services is now hiring qualified, patient-care-focusedFood Service Workersto work for a Hospital Facility in Kingwood, TX.We are on a mission to create care that’s more convenient and professional. With solutions that are value-based and patient-centered. To accomplish this, we are looking for individuals...

  • Local Service Lead

    3 weeks ago


    Houston, United States Westwood Professional Services Full time

    OverviewWater Resources Service Lead - Houston, TXWestwood Professional Services, Inc.Westwood Professional Services, Inc. is searching for a Local Service Lead in Houston, Texas to drive and grow our water resources engineering practice. This leadership role involves strategic planning, team development, innovation, and collaboration to enhance our market...

  • Local Service Lead

    2 weeks ago


    Houston, United States Westwood Professional Services Full time

    OverviewWater Resources Service Lead - Houston, TXWestwood Professional Services, Inc.Westwood Professional Services, Inc. is searching for a Local Service Lead in Houston, Texas to drive and grow our water resources engineering practice. This leadership role involves strategic planning, team development, innovation, and collaboration to enhance our market...


  • Houston, United States InsureOne Insurance Services America LLC Full time

    About Us:InsureOne is part of Confie, one of the largest privately owned insurance agencies/brokers in the United States. Established over three decades ago, InsureOne has locations across the US to better serve our clients. Our knowledgeable team of insurance professionals is local agents who take pride in providing quality service, rates, and coverage...


  • Houston, United States InsureOne Insurance Services America LLC Full time

    About Us: InsureOne is part of Confie, one of the largest privately owned insurance agencies/brokers in the United States. Established over three decades ago, InsureOne has locations across the US to better serve our clients. Our knowledgeable team of insurance professionals is local agents who take pride in providing quality service, rates, and coverage...


  • Houston, United States InsureOne Insurance Services America LLC Full time

    About Us: InsureOne is part of Confie, one of the largest privately owned insurance agencies/brokers in the United States. Established over three decades ago, InsureOne has locations across the US to better serve our clients. Our knowledgeable team of insurance professionals is local agents who take pride in providing quality service, rates, and coverage...


  • Houston, United States InsureOne Insurance Services America LLC Full time

    About Us: InsureOne is part of Confie, one of the largest privately owned insurance agencies/brokers in the United States. Established over three decades ago, InsureOne has locations across the US to better serve our clients. Our knowledgeable team of insurance professionals is local agents who take pride in providing quality service, rates, and coverage...


  • Houston, United States Prime Capital Investment Advisors Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Houston, TX Market. We are a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their lifes ambitions and we are looking for people with the drive, enthusiasm,...

  • Food Service Worker

    3 weeks ago


    Houston, United States Deans Professional Services Full time

    Job DescriptionJob DescriptionDean’s Professional Services is now hiring qualified Food Service Workers to work in the Houston, TX area.We are on a mission to create carethat’smore convenient and professional. With solutions that are value-based and patient-centered. Toaccomplishthis, we are looking for individuals who share our sense ofexcellence,...


  • Houston, United States Prime Capital Investment Advisors Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Houston, TX Market. We are a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive, enthusiasm,...


  • Houston, United States Prime Capital Investment Advisors Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Houston, TX Market. We are a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive, enthusiasm,...


  • Houston, United States Lighthouse For The Blind Of Houston Full time

    Job Description Summary: The Client Services Specialist is primarily responsible for providing high-quality customer service and centralized appointment scheduling and follow-up for clients receiving Health Services and Education and Technology services. The Specialist will also assist with client billing that includes 3rd party payors such as Medical...


  • Houston, United States Mercer Global Advisors Inc. Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - “A family office for your family.” We connect the dots of our clients’...


  • Houston, United States Arcxis Full time

    Description Company Overview: ARCXIS (Houston, Texas), is the largest provider of inspection, design, engineering, and quality assurance services for the U.S. residential construction industry. Formerly known as DPIS Builder Services, Ei Companies, Post-Tension Solutions, Ensign Building Solutions Home Energy Division, and Building Energy, ARCXIS brings...


  • Houston, United States Arcxis Full time

    Description Company Overview: ARCXIS (Houston, Texas), is the largest provider of inspection, design, engineering, and quality assurance services for the U.S. residential construction industry. Formerly known as DPIS Builder Services, Ei Companies, Post-Tension Solutions, Ensign Building Solutions Home Energy Division, and Building Energy, ARCXIS brings...


  • Houston, United States GetixHealth Full time

    POSITION RESPONSIBILITIES: This entails assigning day-to-day tasks and guiding teams through issueescalations and client interactions, as well as meeting with clients directly to cultivate long-term relationships.Within the assigned portfolio of clients, the CSD is also responsible for contract renewals, identifying newgrowth opportunities, and securing...


  • Houston, United States GetixHealth Full time

    POSITION RESPONSIBILITIES: This entails assigning day-to-day tasks and guiding teams through issueescalations and client interactions, as well as meeting with clients directly to cultivate long-term relationships.Within the assigned portfolio of clients, the CSD is also responsible for contract renewals, identifying newgrowth opportunities, and securing...