Texas First Bank · 2 months ago
Client Services Professional
Montgomery, TX
Full-time
Hybrid
New Grad, Entry Level
0+ years expTexas First Bank is a fast-growing community bank dedicated to helping employees and communities thrive. The Client Services Professional serves as the first point of contact for clients, responsible for delivering exceptional customer service, processing financial transactions, and promoting bank products and services.
BankingFinancial Services
Responsibilities
Greet and assist clients and visitors in a professional and friendly manner
Answer incoming calls, provide information, and route calls appropriately
Perform teller functions including cashing checks, processing deposits and withdrawals, and verifying negotiability of financial instruments
Open, maintain, and close various types of accounts using bank systems and documentation
Promote bank products and services based on client needs and relationship history
Handle safe deposit box transactions and night depository services
Sort and process incoming mail and execute mail transactions
Support branch sales goals through referrals and promotion of services such as ATM cards, direct deposit, and online banking
Open and close the banking center as needed
Qualification
Required
High school diploma or equivalent required
Minimum of 6 months' cash handling/ customer service experience
Proficiency in Microsoft Word and Excel; ability to type and use a ten-key calculator
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 when requested
Ability to lift up to 25 pounds
Candidates selected for further evaluation will be asked to provide authorization to perform a credit and background check
Preferred
Fluency in Spanish is a plus
Benefits
Generous Sign-On Bonus
Retention Bonus
Company
Texas First Bank
Texas First Bank operates as a community bank.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
C
Chris Doyle
President/CEO
Lincoln C. McKinnon
Chief Operating Officer
Recent News
Morningstar.com
2025-09-15
2025-07-15
2024-10-25
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