Part-time Client Service Associate (Teller)

About This Role

Serve as a Client Service Associate (Teller) at Amegy Bank, delivering exceptional service and assisting customers with banking needs while identifying opportunities for relationship growth and product cross-selling. This role involves processing financial transactions, maintaining accurate records, and resolving customer concerns, contributing significantly to customer satisfaction and branch operations.

Responsibilities

• Deliver comprehensive banking services by efficiently and accurately processing financial transactions within authorized limits, ensuring timely completion and maintaining a consistent, acceptable balancing record.
• Leverage knowledge of bank products and services to identify customer needs and promote solutions that strengthen and grow client relationships.
• Identify and fulfill client needs by delivering a range of banking services, including issuing counter checks, performing account maintenance, processing money transfers, and accepting loan payments.
• Proactively identify opportunities to cross-sell bank products aligned with clients’ needs and maximize value.
• Ensure all responsibilities are carried out in strict adherence to applicable laws, regulations, and established bank policies and procedures.
• Resolve customer concerns promptly through direct assistance or by referring them to the appropriate banking center or specialized resources.
• Comply with the bank’s security protocols while safeguarding the confidentiality of records and client information.
• Meet daily with the Branch Service Manager and/or Branch Manager to review progress toward individual and banking center performance goals.
• Perform additional responsibilities as assigned to support branch/banking center operations and client service.

Requirements

• High school diploma or equivalent
• Minimum of 6 months of experience in customer service, banking, cash handling, balancing, sales, or a related field
• Strong customer service skills with the ability to communicate clearly and effectively
• Basic math skills and proficiency in computer systems and cash-handling equipment
• Demonstrated attention to detail and accuracy in processing financial transactions

Qualifications

• High school diploma or equivalent
• Minimum of 6 months of experience in customer service, banking, cash handling, balancing, sales, or a related field; prior experience in a customer service or cash handling role is strongly preferred.

Nice to Have

• Prior experience in a customer service or cash handling role is strongly preferred
• Knowledge of banking products and services
• Skilled in cross-selling bank products and services tailored to meet individual client needs
• Proven experience in achieving or surpassing sales goals and referral targets

Benefits