Financial Services Representative

Gulf Capital Bank • Houston, TX

9d • Onsite

About The Position

The Financial Services Representative opens new commercial and consumer deposit accounts, performs teller transactions, and provides other customer service. The role delivers positive client experiences through consultative, personalized service in person and over the phone. Representatives identify opportunities to uncover financial needs, promote the bank’s products, and refer clients to appropriate channels and technology.

The position also involves building and deepening client relationships, maintaining knowledge of bank policies and procedures, and contributing to branch promotions and community events. It is based in a standard retail branch setting.

Requirements

• Three to five years of previous new-accounts experience, with strong commercial and consumer account-opening and documentation skills.
• Previous experience as a teller in a commercial bank.
• Strong in-person and telephone customer service skills.
• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Knowledge of banking systems, products, policies, and procedures.
• Passion for helping people and the drive to build relationships.
• Ability to ask open-ended questions effectively, solve problems, and provide solutions.
• Three to five years of experience in a commercial bank working with new accounts and performing teller transactions.

Nice To Haves

• High school diploma, associate degree, or higher preferred.
• Previous experience with the Fiserv banking core system.

Responsibilities

• Open commercial and consumer deposit accounts for new and existing clients accurately, efficiently, and in compliance with policies and procedures.
• Perform teller transactions and other service activities accurately while identifying opportunities to recommend financial products and services.
• Engage existing and prospective clients to create a positive experience consistent with the organization’s values and culture.
• Deepen client relationships through expert knowledge of the bank’s products and services.
• Ensure transactions and client service requests are accurate and complete.
• Participate in branch promotions and community events as assigned.
• Work effectively in a team environment across organizational levels.
• Maintain strong knowledge of policies and procedures.
• Perform other related duties as assigned.

Benefits

• Health insurance
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED