Client Service Associate (Teller - 40 hours) - Willow Bend / Plano, TX at Zions Bancorporation

Plano, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Aug, 26

Salary

0.0

Posted On

14 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Cash Handling, Customer Service, Financial Transaction Processing, Cross-selling, Account Maintenance, Banking Operations, Relationship Building, Basic Math, Computer Proficiency, Time Management, Attention To Detail, Referral Generation

Industry

Banking

Description

At Amegy Bank, people and culture are at the heart of everything we do. “Everyone counts” isn’t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank—Here, you grow. We’re seeking a dynamic, customer-focused professional to join our team as a Client Service Associate (Teller) at our Willow Bend Banking Center in Plano, TX. In this front-line role, you’ll be the face of Amegy Bank—delivering exceptional service, building relationships, and assisting customers with their everyday banking needs. This position offers exciting opportunities for growth within the banking industry and plays a key role in creating exceptional customer experiences. If you’re passionate about making a difference in your community, collaborating with a supportive team, and helping others reach their financial goals, we’d love to hear from you! Key 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. Provide an outstanding customer experience while identifying product or service needs and making appropriate referrals. 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 branch/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 branch/banking center performance goals. Perform additional responsibilities as assigned to support branch/banking center operations and client service. Required Qualifications: High school diploma or equivalent required. Minimum of 1 year 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. 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. Knowledge of banking products and services is a plus. 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. Consistent, reliable attendance and exceptional time management skills. Ability to work efficiently in a fast-paced environment while consistently maintaining professionalism. Work Schedule: Monday–Friday, 8:00 AM – 6:00 PM Saturday, 8:15 AM – 1:30 PM This is a full-time role (40 hours per week). A flexible schedule within the hours listed is required. Employee Benefits: At Amegy Bank, we are committed to creating value for our customers, communities, employees, and shareholders. As a valued team member, you play an essential role in our success. Our comprehensive benefits are designed to protect your health and well-being, and that of your family, while supporting your professional growth. Medical, Dental, and Vision Insurance – effective your first day Mental Health Support, including coaching and therapy Life and disability insurance Paid Parental Leave and Adoption Assistance Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Dependent Care Accounts 401(k) with company match and profit sharing Paid training, Paid Time Off (PTO), and 11 Paid Federal Holidays Tuition reimbursement Employee Ambassador preferred banking products Competitive compensation based on experience Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.

Responsibilities

Process financial transactions accurately and provide comprehensive banking services to clients. Identify customer needs to promote bank products and refer clients to specialized resources to grow relationships.