Client Services Professional - Floater

Texas First Bank•Houston, TX

About The Position

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.

Requirements

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.

Nice To Haves

Fluency in Spanish is a plus.

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.