Client Service Representative

5 days ago


Conroe, Texas, United States BankTalent HQ Full time
Job Title: Client Service Associate (Teller)

We are seeking a highly skilled and customer-focused Client Service Associate (Teller) to join our team at BankTalent HQ. As a key member of our financial center, you will be responsible for providing exceptional customer service to our clients and customers.

Key Responsibilities:
  • Provide full-service banking by accurately processing all financial transactions in a timely manner within established authorized limits, while maintaining an acceptable balancing record.
  • 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 which may include issuing counter checks, conducting account maintenance, performing money transfers, and receiving loan payments.
  • 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.
  • Perform all duties in compliance with laws, regulations, and bank policies and procedures.
  • 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 branch goals.
Requirements:
  • High school diploma or equivalent.
  • 1+ years' experience in banking, cashiering, balancing, customer service, or other directly related experience.
  • Working knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking.
  • 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. 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, Profit Sharing, competitive compensation in line with work experience.
  • Mental health benefits including coaching and therapy sessions.
  • Tuition Reimbursement for qualifying employees.
  • Employee Ambassador preferred banking products.


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