Client Services Professional - Houston, United States - Texas First Bank . Insurance
Description
Join a great team workplace while being offered a
Sign-On Bonus and Retention Bonus Founded in 1973, Texas First Bank is one of the fastest-growing financial organizations in Southeast Texas.
Job Summary
The Client Services Professional Floater (CSP) will be responsible for both teller and new account representative duties and will assist clients at the teller line and at the new accounts desk.
Essential Duties and Responsibilities
The primary responsibility for the CSP is to provide outstanding customer service, help deepen client relationships and attract additional clients.
This position is responsible for keeping accurate record of their cash drawer while assisting clients with requests such as deposits, withdrawals, and other first-level transactions as well as opening new accounts, selling additional products to clients and prospects and supporting the overall sales efforts of the bank.
This position will follow all compliance and security guidelines to ensure that the client's trust and confidentiality is maintained and will be responsible for completing sales activities to help attract new clients.
These duties will include soliciting banking relationships, developing prospect lists and other tasks as requested by the department head.As part of the overall banking staff, the position will help with other cross-selling and referrals to other departments of the bank.
Job Skills and Qualifications
Salary Grade 01
**EOE/Disability/Veteran
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