Posted 3mo ago

Client Services Professional - Floater

@ Texas First Bank
Houston, Texas, United States
OnsiteFull Time
Responsibilities:process transactions, open accounts, cross-sell
Requirements Summary:High school diploma or equivalent; 2+ years teller experience; MS Word/Excel; Spanish a plus; strong interpersonal and math skills; detail-oriented; team player; flexible to work extra hours and Saturdays; ability to lift heavy coin and sit/stand for extended periods.
Technical Tools Mentioned:Microsoft Word, Microsoft Excel, Ten-key calculator
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Job Description
Client Services Professional Floater - Careers At Texas First Bank





























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Client Services Professional - Floater






Department:
Retail Administration
Location:
Houston, TX







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 HOUFLT 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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