Client Services Representative

4 weeks ago


Spring, Texas, United States Texas First Bank . Insurance Full time

Job Summary

The Client Services Professional will be responsible for providing exceptional customer service, helping to deepen client relationships, and attracting new clients at Texas First Bank. This role requires a strong understanding of banking products and services, as well as excellent communication and interpersonal skills.

Responsibilities and Duties

  • Assist clients with requests such as deposits, withdrawals, and other first-level transactions.
  • Open new accounts, sell additional products to clients and prospects, and support the overall sales efforts of the bank.
  • Follow all compliance and security guidelines to ensure client trust and confidentiality.
  • Complete sales activities to help attract new clients and develop prospect lists.

Job Skills and Qualifications

  • High school diploma or equivalent required.
  • At least 2 years of experience as a teller.
  • Working knowledge of Word and Excel.
  • Ability to type and use a ten-key.
  • Fluency in Spanish a plus.
  • Excellent interpersonal and communication skills.
  • Ability to handle transactions accurately and quickly.
  • Strong math aptitude and attention to detail.
  • Ability to work effectively in a team environment.


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