Client Service Associate
1 day ago
Amegy Bank is seeking a dynamic and customer-focused individual to join our team as a Client Service Associate to service our clients and customers at our Love Field Banking Center in Dallas, TX.
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.
- High school diploma or equivalent required.
- At least 1 year of experience in customer service, banking, cashiering, balancing, and sales or a related field.
- Prior experience in a customer service or cash handling role is preferred.
- Excellent customer service skills with the ability to communicate effectively.
- Basic math skills and proficiency in using computers and cash handling equipment.
- Strong attention to detail and accuracy in handling financial transactions.
- Knowledge of banking products and services a plus.
- Proficiency in cross-selling bank products tailored to clients' specific needs.
- Experience in meeting or exceeding sales goals and referral targets.
- Reliable attendance and exceptional time management skills.
- 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.
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