Client Services Representative

4 weeks ago


Beaumont, Texas, United States Texas First Bank . Insurance Full time
Job Summary

The Client Services Professional will be responsible for providing exceptional customer service, deepening client relationships, and attracting new clients. This role will involve handling transactions, opening new accounts, and selling additional products to clients and prospects.

Responsibilities and Duties

This position will require accurate record-keeping, compliance with security guidelines, and confidentiality maintenance. The Client Services Professional will also be responsible for completing sales activities, soliciting banking relationships, and developing prospect lists.

Job Skills and Qualifications

A high school diploma or equivalent is required, along with at least 2 years of experience as a teller. The ideal candidate will have working knowledge of Word and Excel, excellent interpersonal and communication skills, and the ability to handle transactions accurately and quickly. Fluency in Spanish is a plus, and the ability to work effectively in a team environment is essential.

What We Offer

As a valued member of our team, you will have the opportunity to work in a dynamic and supportive environment, with a competitive salary and benefits package. We are committed to helping our employees and customers succeed and build up our local communities.

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