Client Service Representative

2 weeks ago


Houston, Texas, United States BankTalent HQ Full time
About the Role

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

Key Responsibilities
  • Customer Service: Provide top-notch customer service to our clients and customers, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Financial Transactions: Accurately process all financial transactions, including deposits, withdrawals, and transfers, while maintaining an acceptable balancing record.
  • Product Knowledge: Utilize knowledge of available bank products and services to expand and increase client relationships, identifying opportunities to cross-sell and upsell.
  • Communication: Deliver an exceptional customer experience, communicating effectively with clients and colleagues to ensure seamless service delivery.
  • Security and Confidentiality: Maintain the confidentiality of bank records and client information, adhering to the bank's security policies and procedures.
Requirements
  • Education: High school diploma or equivalent.
  • Experience: 1+ years' experience in banking, cashiering, balancing, customer service, or other directly related experience.
  • Skills: Solid balancing and customer service skills, working knowledge of math, cashiering, balancing, debits, credits, bank products, and/or banking.
  • Additional Requirements: 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
  • Medical, Dental, and Vision Insurance: Available from day one.
  • Life and Disability Insurance: Provided.
  • Health Savings (HSA), Flexible Spending (FSA), and Dependent Care Accounts: Available.
  • Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays: Offered.
  • 401(k) Plan with Company Match, Profit Sharing, and Competitive Compensation: Provided.
  • Mental Health Benefits: Including coaching and therapy sessions.
  • Tuition Reimbursement: For qualifying employees.
  • Employee Ambassador Preferred Banking Products: Available.


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