Client Services Representative

2 days ago


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

We are seeking a highly skilled Client Services Professional to join our team at Texas First Bank. As a key member of our banking staff, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth.

Key Responsibilities:

  • Assist clients at the teller line and new accounts desk, providing accurate and efficient service.
  • Open new accounts, sell additional products to clients and prospects, and support the overall sales efforts of the bank.
  • Keep accurate records of cash drawers and maintain confidentiality of client information.
  • Develop prospect lists and complete sales activities to attract new clients.
  • Collaborate with other departments to provide cross-selling and referrals.

Requirements:

  • High school diploma or equivalent required.
  • At least 2 years of experience as a teller.
  • Working knowledge of Word and Excel, with 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, with strong math aptitude and attention to detail.
  • Flexibility to work additional hours when requested and Saturdays.

What We Offer:

  • Competitive salary grade 01.
  • EOE/Disability/Veteran.


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