Client Services Representative

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Title: Client Services Representative                                 

Job Grade: Non-Exempt/Hourly                                        

Company Overview

Gulf Capital Bank is the first new de novo bank in the Houston area since 2008. The bank aims to redefine the value of a bank by offering the personal relationship touches of a traditional community bank combined with the ease of state-of-the-art banking technology and global connections provided by a group of Houston’s business and civic leaders.

The bank is located at One Riverway, Houston, Texas at the corner of Woodway and South Post Oak Lane. It will offer walk-in services such as checking and cash management, online banking, mobile deposits, secured and unsecured commercial loans, letters of credit and consumer loans. Additionally, Gulf Capital Bank plans to target and serve middle-market businesses with annual revenues up to $2 billion. For more information go to:  https://www.gulfcapitalbank.com/

Job Summary

The Client Services Representative works in the branch and is responsible for deepening relationships by recommending products and services that would benefit potential and existing customers. The CSR is cross trained to provide both Personal Banker and Teller services.

Detailed Description:

  • Provides traditional teller services with accuracy and professionalism, with a warm and friendly demeanor with our clients.
  • Selling financial products (e.g., Credit Cards, CD’s, IRA’s,)
  • Opening deposit accounts.
  • Promote the sale of bank products and make referrals to business partners as appropriate. Develop strong customer relationships and learn to recognize customer needs.
  • Responding to customer inquiries and concerns and creating positive solutions.
  • Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC).
  • Integrity, discretion, and respect for confidential information are essential.

Education and Experience

High school graduate or equivalent; Two plus years of retail branch or sales experience. Strong knowledge of competition and product knowledge needed; Strong analytical and problem-solving skills with the ability to achieve innovative solutions.

Skills and Abilities

Proficient with all Microsoft applications (Word, Outlook, Excel etc.)  Ability to answer detailed customer questions as well as sell bank products and services. Excellent communication skills needed to identify customer needs and explain bank brochures and other bank literature. Ability to greet customers in a friendly manner. maintain a positive and helpful attitude in any situation.

Physical Demands

The employee will occasionally lift and/or move up to 25 pounds.  The employee will regularly sit; talk; hear; and use hands/fingers to handle or feel.  The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl.  Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus.  The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Disclaimer

The above information has been designed to indicate the general nature and level of work performed within this job.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.

As of the date shown below, the contents of this job description are intended to describe the general nature and level of work being performed by people assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties and skill required of personnel so classified. Further, essential job functions are subject to change based upon business needs.

Gulf Capital Bank is an equal opportunity employer.  Gulf Capital Bank Corporate Human Resources [Houston, Texas]     Revised: 3/01/20

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