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Client Service Associate

1 month ago

Rosenberg, Texas, United States BankTalent HQ Full time
Client Service Associate

At BankTalent HQ, we're committed to delivering exceptional customer experiences. As a Client Service Associate, you'll play a vital role in providing top-notch service to our clients and customers.

Key Responsibilities:
  • Process financial transactions accurately and efficiently, maintaining a high level of balancing and record-keeping.
  • Utilize knowledge of bank products and services to expand and strengthen client relationships.
  • Identify and address client needs by providing a range of services, including account maintenance, money transfers, and loan payments.
  • Deliver an exceptional customer experience, uncovering opportunities to refer clients to relevant bank products or services.
  • Explore and maximize cross-selling of bank products based on client needs.
  • Perform duties in compliance with laws, regulations, and bank policies and procedures.
  • Resolve client concerns through direct action or referral to alternative resources.
  • Adhere to bank security policies, maintaining confidentiality of records and client information.
  • Meet with Branch Service Manager and/or Branch Manager to discuss progress toward individual and banking center goals.
Requirements:
  • High school diploma or equivalent.
  • 1+ years' experience in banking, cashiering, balancing, customer service, or related fields.
  • Previous Teller experience highly desired.
  • Working knowledge of math, cashiering, balancing, debits, credits, banking, and/or bank products.
  • 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 needs.
  • Strong attention to detail and time management.
  • Proficient in basic computer skills.
Benefits:

At BankTalent HQ, we're committed to creating value for our customers, communities, employees, and shareholders. Our benefit plans are designed to support your health and well-being, while helping you grow in your career.

  • Medical, Dental, and Vision Insurance - starting on 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.