Senior Client Service Associate

3 months ago

Houston, United States BankTalent HQ Full time

At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow.

We are looking for a Senior Client Service Associate (Lead Teller) to provide top notch customer service to our clients and customers at our Holcombe-Greenbriar banking center in Houston, TX. If you are passionate about being part of a community, being a team player, and helping other reach their financial goals, then we are interested in speaking with you

Essential Functions:

  • Assist in mentoring and coaching. Review, monitor, and coordinate scheduling and workflow of Client Service Associates (Tellers)
  • Ensure Client Service Associates (Tellers) are in compliance with bank policies and procedures by observing daily work assignments
  • Ensure there is an appropriate cash supply, order currency shipments as needed, and verify money shipped to banking center
  • Open and close vault daily, control cash in vault, and distribute daily cash to Client Service Associates (Tellers)
  • Assist Branch Service Manager and/or Branch Manager in the efficient daily operations of the banking center
  • 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
  • Review banking center proof, Client Service Associates (Tellers) recap, and reporting
  • 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
  • 2+ years' experience in banking, cashiering, balancing, customer service, or other directly related experience
  • Previous teller experience highly desired
  • Working knowledge of math, cashiering, balancing, debits, credits, banking and/or bank products
  • Must have solid balancing and customer service skills
  • Cash handling, customer service, and/or sales experience preferred
  • Meeting sales goals and/or sales referral goals experience preferred
  • Ability to cross-sell bank products based on client's needs
  • Strong attention to detail and time management
  • Proficient in basic computer skills

Hours of Work:

  • Days and hours of work are Monday through Friday; 8:30 a.m. to 5:30 p.m., and Saturday; 8:45 a.m. to 1:15 p.m.

  • 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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