What are the responsibilities and job description for the Client Services Professional - Floater position at Texas First Bank?
Join Texas First Bank!
Enjoy a generous Sign-On Bonus and Retention Bonus as a thank-you for your commitment.
Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and we’re dedicated to helping employees and communities thrive.
Text FLOATERK to (281) 688-6192 to apply and submit your resume!
Job Summary
The Client Services Professional Floater (CSP) plays a dual role, supporting both teller operations and new account services. This position provides high-quality customer service at the teller line and new accounts desk, while traveling within an assigned region to support multiple banking centers as needed.
Essential Duties And Responsibilities
EOE/Disability/Veteran
Enjoy a generous Sign-On Bonus and Retention Bonus as a thank-you for your commitment.
Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and we’re dedicated to helping employees and communities thrive.
Text FLOATERK to (281) 688-6192 to apply and submit your resume!
Job Summary
The Client Services Professional Floater (CSP) plays a dual role, supporting both teller operations and new account services. This position provides high-quality customer service at the teller line and new accounts desk, while traveling within an assigned region to support multiple banking centers as needed.
Essential Duties And Responsibilities
- Deliver exceptional customer service to deepen client relationships and attract new business.
- Accurately process teller transactions including deposits, withdrawals, and payments.
- Maintain and reconcile cash drawer in accordance with bank policies.
- Open new accounts and assist clients in selecting appropriate financial products.
- Promote bank products and services through consultative conversations and referrals.
- Follow all compliance, security, and confidentiality guidelines.
- Support sales efforts by developing prospect lists, soliciting new relationships, and completing assigned sales activities.
- Collaborate with other departments to cross-sell and refer clients as appropriate.
- High school diploma or equivalent required.
- Minimum of 2 years of teller experience.
- Proficiency in Microsoft Word and Excel; ability to type and use a ten-key calculator.
- Fluency in Spanish is a plus.
- Strong interpersonal and communication skills.
- High attention to detail and strong math aptitude.
- Ability to work effectively in a team environment.
- Flexibility to work additional hours and Saturdays as needed.
- Ability to lift heavy coin and sit/stand for extended periods.
EOE/Disability/Veteran