Client Services Lead

Description

JOB CLASSIFICATION

Full / Part-time: Full-time

Hours Per Week: 40 hours

Location: 1801 S 2nd St, McAllen, TX 78503

JOB SUMMARY

At Vantage Bank Texas, we have a passion for helping our customers, taking care of our employees, a strong commitment to diversity, building relationships and delivering exceptional customer service. 

The Client Services Lead performs varied and moderately complex duties related to the operations of the vault and teller area and all functions completed by all tellers to maintain regulatory and audit compliance. They oversee and assist teller staff and teller operations within the branch. They provide input, feedback, and supports all members of the branch team, including the Banking Center Manager on very complex issues or concerns. The Client Services Lead will own and/or support the Banking Center Manager with healthy interdepartmental communication on resolving customer matters, onboarding new services, and revising current services for customers. 

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.

1. Contributes to the fulfillment of department and company objectives and goals. 
2. Performs as a team member in allocating and coordinating the workflow. 
3. Sells products and services to new and existing customers/prospects, as well as make referrals to appropriate departments. 
4. Promotes and maintains positive relations with all contacts, customers and potential customers 
5. Complies with all department and company policies and procedures. 
6. Ability to perform Teller and Relationship Banker duties as needed. 
7. Handles Customer Service requests and complaints. 
8. Consistently meets or exceeds productivity and quality standards. 
9. Maintains a position of trust and responsibility by keeping all customer business confidential. 
10. Assists branch tellers with questions and issues. 
11. Works with Teller staff to ensure Financial Center Assessments are completed on time and in compliance. 
12. Supports Banking Center Manager in ensuring all tellers are following established policies and procedures. 
13. Creates reports and spreadsheets as assigned to analyze data, etc. 
14. Prepares reports and correspondence as needed. 
15. Identifies and responding to customer’s needs effectively. 
16. Responsible for tellers and their performance. 
17. Prepares daily and monthly reports (Currency Transaction Reports, Suspicious Activity Reports, End of Month Reports, etc.) 
18. Assists in Banking Center staff’s schedule management. 
19. Responsible for vault functions and all other vault responsibilities as needed.
20. Maintains great balancing records and buy/sell cash for branch, as needed. 
21. Ensures Banking Center has sufficient supplies on hand. 
22. Other duties as assigned.

Requirements

QUALIFICATIONS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• High School diploma or general education degree (GED), or equivalent required. 
• 3 years of prior Teller or other branch operational experience.
• 1 year of prior supervisory experience, preferred.
• Excellent customer service skills with a sales-oriented approach.
• Proficient computer skills with knowledge of Microsoft Office including, but not limited to, Word, Excel, PowerPoint, and Outlook, the Windows environment, and internet research skills.
• Excellent verbal, written, and interpersonal communication skills.
• Bilingual— English/Spanish preferred
• Ability to perform basic math functions and to balance to expected totals.
• Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and      management.
• Must be versatile, flexible and have a willingness to work with constantly changing priorities with enthusiasm.
• Ability to communicate with people at all levels and various backgrounds

  EOE/M/F/D/V