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Open nowPosted 33 days ago

Client Services Professional - Floater

Texas First Bank15 open roles

Where
Meyerland, TX, US
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Your applicationOpen nowClient Services Professional - FloaterTexas First Bank · Meyerland, TX, US
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The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: posted 33 days ago

The posting

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 FLOATER 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.

Job Skills and Qualifications

  • 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.

Salary Grade 01

EOE/Disability/Veteran

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