Client Services Professional - Floater

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