Texas First Bank · 1 week ago
Client Services Professional - Floater
Houston, TX
Full-time
Onsite
Entry, Mid Level
2+ years expTexas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. The Client Services Professional Floater (CSP) supports both teller operations and new account services by providing 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.
BankingFinancial Services
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
Qualification
Required
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
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
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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