Client Service Representative
2 weeks ago
Job Summary:
We are seeking a highly skilled Client Service Associate to join our team at Amegy Bank. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, processing financial transactions, and identifying opportunities to expand and increase client relationships.
Key Responsibilities:
- Provide full-service banking by accurately processing all financial transactions
- 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
- Deliver an exceptional customer experience while uncovering bank products or service needs
- Explore, identify, and maximize cross-selling of bank products
- Perform all duties in compliance with laws, regulations, and bank policies
- Resolve client concerns through direct personal action or referral
- 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
Requirements:
- High school diploma or equivalent required
- At least 1 year of experience in customer service, banking, cashiering, balancing, and sales or a related field
- 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
Working Hours:
- Monday through Friday: 8:45 AM to 5:15 PM
- Saturday: 8:45 AM to 1:15 PM
Benefits:
- Medical, Dental and Vision Insurance
- 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 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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