Client Service Associate

2 months ago

Dallas, Texas, United States Amegy Bank Full time
Client Service Associate

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.
Requirements:
  • 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.
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.

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