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Client Service Associate

2 months ago

Cypress, Texas, United States BankTalent HQ Full time

About Us

At BankTalent HQ, we're dedicated to fostering a culture of excellence and inclusivity. Our organization values diversity and strives to create a work environment where everyone feels valued and empowered to succeed.

Job Summary

We're seeking a highly skilled Client Service Associate to join our team at our Coles Crossing banking center in Cypress, TX. As a key member of our team, you'll be responsible for providing exceptional customer service to our clients and customers, while also identifying opportunities to expand and increase client relationships.

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 banking center goals.
  • Perform other duties as assigned.

Requirements

  • High school diploma or equivalent.
  • 1+ years' experience in banking, cashiering, balancing, customer service, or other directly related experience.
  • Previous Teller experience highly desired.
  • Working knowledge of math, cashiering, balancing, debits, credits, banking and/or bank products.
  • 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

  • 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 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.