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JOB CLASSIFICATION

Full / Part-time: Full-time
Hours Per Week: 40
Location: 18730 Tuscany Stone #2102, San Antonio, Texas, 78258


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 will be a cross-trained leader in the Vantage Bank Texas Banking Center processes to achieve operational and customer experience excellence. He/she will perform 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. Oversee and assist teller staff and teller operations within the branch. He/she will provide superior and quality customer service, efficient and accurate transaction processing and positively impact the branch sales goals by selling the Bank's products and services. He/she opens accounts and handles customer inquiries, will also call current and potential customers to solicit deposit business, as well as see that the banking center’s staff sells and cross sells to all customers or potential customers. Provides input to the Banking Center Manger on personnel actions, such as performance appraisals, hiring, disciplinary action, etc.

The Client Services Lead supports all customers and employees in the banking center by ensuring all financial transactions are completed by all tellers in an accurate and efficient manner. The Client Services Lead provides input and feedback and supports all members of the branch team, including the Branch Manager on very complex issues or concerns. The Client Services Lead will own and/or support the Branch 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. Ability to work accurately and deal with job pressure and deadlines.
2. Contribute to the fulfillment of department and company objectives and goals.
3. Perform as a team member in allocating and coordinating the workflow.
4. Sell products and services to new and existing customers/prospects, as well as make referrals to appropriate departments.
5. Promote and maintain positive relations with all contacts, customers and potential customers
6. Comply with all department and company policies and procedures.
7. Ability to perform Teller and Relationship Banker duties as needed.
8. Handle Customer Service requests and complaints.
9. Consistently meet or exceed productivity and quality standards.
10. Maintain a position of trust and responsibility by keeping all customer business confidential.
11. Assisting branch tellers with questions and issues.
12. Work with Teller staff to ensure Financial Center Assessments are completed on time and in compliance.
13. Support Banking Center Manager in ensuring all tellers are following established policies and procedures.
14. Create reports and spreadsheets as assigned to analyze data, etc.
15. Preparing reports and correspondence as needed.
16. Identifying and responding to customer’s needs effectively.
17. Responsible for tellers and their performance.
18. Preparing daily and monthly reports (Currency Transaction Reports, Suspicious Activity Reports, End of Month Reports, etc.)
19. Assist in Banking Center staff’s schedule management.
20. If no Teller II, responsible for vault functions and all other vault responsibilities.
21. Maintain great balancing records and buy/sell cash for branch, as needed.
22. Ensure Banking Center has sufficient supplies, on hand.


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.

• Bachelor’s degree or equivalent professional experience.
• Minimum of three years Teller Experience or other branch operational experience.
• 1 year previous supervisory and/or platform management experience, preferred.
• Exceptional communication skills and a thorough knowledge of teller and relationship banker responsibilities
• Demonstrated ability to achieve individual and team goals
• Demonstrated ability to deliver effective problem resolution
• Demonstrated data entry and PC skills.
• Demonstrate a positive, friendly and excellence in service attitude.
• Work requires the ability to read and write well enough to communicate in both oral and written form
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with customers, co-workers and management
• Must have ability to work in a fast-paced environment without compromising work quality or regulatory compliance.
• Need to have flexibility in scheduling, punctuality and regular predictable attendance. Must work until completion of daily functions
• Versatility, flexibility, and a willingness to work constantly changing priorities with enthusiasm
• Situational awareness needed to ensure branch safety.

EOE/M/F/D/V

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Why Work at Vantage?

Our People/Our Culture

At Vantage, we have a committed professional team that share a passion for service. We are a team that values relationships and work together for the greater good of our customers. We strive to follow our motto "One Team. One Bank. One Company."

Our Benefits

  • 401(k) Plan Contribution Match
  • Health & Dental Insurance
  • Disability Insurance
  • Bonus & Incentive Pay Programs
  • Life Insurance
  • Vacation and sick paid leave

Our Programs

  • Health & Wellness Programs
  • Training & Career Development Programs
  • Academic Partnerships
  • Mentorship Program
  • Internship Program

More Perks

  • Employee Advisory Committee
  • Active Community Involvement

For additional information, please call the Human Resources department at (956) 664-8485.