Account Services Representative

2 weeks ago


Beaumont, Texas, United States Texas First Bank . Insurance Full time
Client Services Professional (CSP) Role Overview

Become a vital part of the team at Texas First Bank, a leading financial services provider dedicated to fostering community connections and ensuring client satisfaction. We are in search of a committed Client Services Professional (CSP) to deliver exceptional client support, enhance customer relationships, and draw in new clientele.

  • Perform duties as a teller and new account representative
  • Assist clients at the teller station and new accounts area
  • Maintain precise cash drawer documentation
  • Facilitate the opening of new accounts and promote additional services
  • Adhere to compliance and security protocols
  • Engage in relationship building and create prospect lists
  • Support cross-selling initiatives and referrals to various bank divisions

Required Skills and Qualifications:

  • High school diploma or equivalent
  • At least 2 years of experience in a teller role
  • Proficient in Microsoft Word and Excel
  • Spanish language proficiency is advantageous
  • Exceptional interpersonal and communication abilities
  • Strong numerical skills and meticulous attention to detail

Salary Grade: 01

Equal Opportunity Employer: Disability/Veteran



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