Client Service Representative

2 weeks ago


Dallas, Texas, United States Amegy Bank Full time

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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