Financial Services Representative

Gulf Capital Bank

Houston, TX

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JOB DETAILS

SKILLS

Banking Services, Commercial Banking, Communication Skills, Community Banking, Customer Experience, Customer Support/Service, Dental Insurance, Detail Oriented, Documentation, Financial Services, Health Insurance, High School Diploma, Leading Edge Technology, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Sales Prospecting, Team Player, Telephone Skills, Vision Plan, Writing Skills

LOCATION

Houston, TX

POSTED

30+ days ago

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Title: Financial Services Representative

Job Grade: Non-Exempt/Hourly

Department: Retail Branch

Company Overview

Gulf Capital 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. For more information go to: https://www.gulfcapitalbank.com/

Brief Description

The Financial Service Representative will be responsible for opening new commercial and consumer deposit accounts, performing teller transactions and other customer service duties. Deliver positive client experiences through a consultative and personalized service approach in person and over the phone. Constantly seeking opportunities for conversations to uncover financial needs, promote Bank’s products and referring clients to the appropriate channels and technology to meet those needs.

Duties/Responsibilities

· Opens commercial and consumer deposit accounts for new and existing clients, accurately, efficiently and in compliance with policies and procedures.
· Accurately performs teller transactions and other service activities while proactively identifying opportunities and making financial product and service recommendations.
· Actively engage with existing and prospective clients to create a positive experience that is consistent with the values and culture of the organization.
· Deepen relationships through expert knowledge of bank’s products and services.
· Ensure accuracy and completion of all transactions and client service requests.
· Build meaningful relationships by participating in branch promotions and community events, as assigned.
· Work effectively in a team environment across all organizational levels.
· Maintains a strong knowledge of policies and procedures.
· Performs other related duties as assigned.

Required Skills/Abilities

· Strong commercial and consumer new accounts opening and documentation skills, with 3 to 5 years previous new accounts experience.

· Previous experience as a teller in a commercial bank.

· Strong in-person and phone customer service skills.

· Excellent verbal and written communication skills.

· Excellent organizational skills and attention to detail.

· Knowledge of various bank systems, products, policies, and procedures.

· Passion for helping people and the drive to build relationships.

· Ability to effectively ask open-ended questions, problem solve and provide solutions.

Education and Experience

· High School diploma, associate degree or higher preferred.

· 3 to 5 years of previous experience in a commercial bank working with new accounts and performing teller transactions.

· Previous experience with Fiserv banking core system a plus.

Physical Demands

The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, 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.

Revised: 06/12/2024

Financial Services Representative

Gulf Capital Bank

Houston, TX

About the Company

Gulf Capital Bank

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