Senior Client Service Associate Lead

2 days ago


Houston, Texas, United States BankTalent HQ Full time
Job Title: Senior Client Service Associate Lead

We are seeking a highly skilled and experienced Senior Client Service Associate Lead to join our team at BankTalent HQ. As a key member of our banking center, you will be responsible for providing exceptional customer service to our clients and customers.

Key Responsibilities:
  • Assist in mentoring and coaching Client Service Associates (Tellers) to ensure they have the skills and knowledge needed to provide top-notch customer service.
  • Review, monitor, and coordinate scheduling and workflow of Client Service Associates (Tellers) to ensure efficient daily operations.
  • Ensure Client Service Associates (Tellers) are in compliance with bank policies and procedures by observing daily work assignments.
  • Manage cash supply, order currency shipments as needed, and verify money shipped to the 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.
Requirements:
  • 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.
Benefits:

At BankTalent HQ, 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.

  • 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.


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