Texas First Bank

The Client Services Professional (CSP) will be responsible for both teller and new account representative duties and will assist clients at the teller line and at the new accounts desk.  The primary responsibility for the CSP is to provide outstanding customer service, help deepen client relationships and attract additional clients.  This position is responsible for keeping accurate record of their cash drawer while assisting clients with requests such as deposits, withdrawals, and other first-level transactions as well as opening new accounts, selling additional products to clients and prospects and supporting the overall sales efforts of the bank.  This position will follow all compliance and security guidelines to ensure that the client's trust and confidentiality is maintained and will be responsible for completing sales activities to help attract new clients.  These duties will include soliciting banking relationships, developing prospect lists and other tasks as requested by the department head.  As part of the overall banking staff, the position will help with other cross-selling and referrals to other departments of the bank. High school diploma or equivalent is required.  At least 2 years of experience as a teller.  This position requires working knowledge of Word and Excel; must be able to type and use a ten-key. Fluency in Spanish is a plus.  Excellent interpersonal and communication skills. Ability to handle transactions accurately and quickly.  Strong math aptitude and attention to detail.  Ability to work effectively in a team environment.  Flexibility to work additional hours when requested and Saturdays.  Required to lift heavy coin and sit/stand for long periods of time.  Candidates selected for further evaluation will be asked to provide authorization to perform a credit and background check.

The New Account Audit Desk performs a wide range of duties, including but not limited to auditing a high volume of new and revised accounts for Checking, Savings, IRA, Time Deposit, and Safe Deposit Box.  Will perform this audit for Personal and Commercial line of business to be in compliance with regulations, procedures and policy as well as Estate, Trust, Rep Payee, Guardianship, Minor, etc.  Perform numerous account maintenance.  Handle address changes, closed account forms, transfer forms, as well as IRA contributions, distributions, and other related forms.  Prepare exception report once a month for location's outstanding documents.  Scan all audited documents into management system.  Assist employees in the banking centers with new account setup and various issues.  Must be able to handle and process a high volume of work efficiently.  Perform work independently, exercising independent judgment and discretions. Help with projects and updates to core system as needed. Must be very detailed oriented with strong organizational, analytical, and communication skills.  Excellent customer service skills.  Work well in a team atmosphere.  Must have at least 2 years banking experience with new accounts experience preferred. Proficient with Microsoft Office programs and the use of various office equipment. 

The Client Services Professional Floater (CSP) will be responsible for both teller and new account representative duties and will assist clients at the teller line and at the new accounts desk. The Floating CSP will travel within an assigned region to provide necessary coverage to banking centers in their market. The primary responsibility for the CSP is to provide outstanding customer service, help deepen client relationships and attract additional clients.  This position is responsible for keeping accurate record of their cash drawer while assisting clients with requests such as deposits, withdrawals, and other first-level transactions as well as opening new accounts, selling additional products to clients and prospects and supporting the overall sales efforts of the bank.  This position will follow all compliance and security guidelines to ensure that the client's trust and confidentiality is maintained and will be responsible for completing sales activities to help attract new clients.  These duties will include soliciting banking relationships, developing prospect lists and other tasks as requested by the department head.  As part of the overall banking staff, the position will help with other cross-selling and referrals to other departments of the bank. High school diploma or equivalent is required.  At least 2 years of experience as a teller.  This position requires working knowledge of Word and Excel; must be able to type and use a ten-key. Fluency in Spanish is a plus.  Excellent interpersonal and communication skills. Ability to handle transactions accurately and quickly.  Strong math aptitude and attention to detail.  Ability to work effectively in a team environment.  Flexibility to work additional hours when requested and Saturdays.  Required to lift heavy coin and sit/stand for long periods of time.  Candidates selected for further evaluation will be asked to provide authorization to perform a credit and background check. EOE/Disability/Veteran

The Client Services Professional (CSP) will be responsible for both teller and new account representative duties and will assist clients at the teller line and at the new accounts desk.  The primary responsibility for the CSP is to provide outstanding customer service, help deepen client relationships and attract additional clients.  This position is responsible for keeping accurate record of their cash drawer while assisting clients with requests such as deposits, withdrawals, and other first-level transactions as well as opening new accounts, selling additional products to clients and prospects and supporting the overall sales efforts of the bank.  This position will follow all compliance and security guidelines to ensure that the client's trust and confidentiality is maintained and will be responsible for completing sales activities to help attract new clients.  These duties will include soliciting banking relationships, developing prospect lists and other tasks as requested by the department head.  As part of the overall banking staff, the position will help with other cross-selling and referrals to other departments of the bank. High school diploma or equivalent is required.  At least 2 years of experience as a teller.  This position requires working knowledge of Word and Excel; must be able to type and use a ten-key. Fluency in Spanish is a plus.  Excellent interpersonal and communication skills. Ability to handle transactions accurately and quickly.  Strong math aptitude and attention to detail.  Ability to work effectively in a team environment.  Flexibility to work additional hours when requested and Saturdays.  Required to lift heavy coin and sit/stand for long periods of time.  Candidates selected for further evaluation will be asked to provide authorization to perform a credit and background check.

The Client Services Professional Floater (CSP) will be responsible for both teller and new account representative duties and will assist clients at the teller line and at the new accounts desk. The Floating CSP will travel within an assigned region to provide necessary coverage to banking centers in their market. The primary responsibility for the CSP is to provide outstanding customer service, help deepen client relationships and attract additional clients.  This position is responsible for keeping accurate record of their cash drawer while assisting clients with requests such as deposits, withdrawals, and other first-level transactions as well as opening new accounts, selling additional products to clients and prospects and supporting the overall sales efforts of the bank.  This position will follow all compliance and security guidelines to ensure that the client's trust and confidentiality is maintained and will be responsible for completing sales activities to help attract new clients.  These duties will include soliciting banking relationships, developing prospect lists and other tasks as requested by the department head.  As part of the overall banking staff, the position will help with other cross-selling and referrals to other departments of the bank. High school diploma or equivalent is required.  At least 2 years of experience as a teller.  This position requires working knowledge of Word and Excel; must be able to type and use a ten-key. Fluency in Spanish is a plus.  Excellent interpersonal and communication skills. Ability to handle transactions accurately and quickly.  Strong math aptitude and attention to detail.  Ability to work effectively in a team environment.  Flexibility to work additional hours when requested and Saturdays.  Required to lift heavy coin and sit/stand for long periods of time.  Candidates selected for further evaluation will be asked to provide authorization to perform a credit and background check.

The Client Services Professional (CSP) will be responsible for both teller and new account representative duties and will assist clients at the teller line and at the new accounts desk.  The primary responsibility for the CSP is to provide outstanding customer service, help deepen client relationships and attract additional clients.  This position is responsible for keeping accurate record of their cash drawer while assisting clients with requests such as deposits, withdrawals, and other first-level transactions as well as opening new accounts, selling additional products to clients and prospects and supporting the overall sales efforts of the bank.  This position will follow all compliance and security guidelines to ensure that the client's trust and confidentiality is maintained and will be responsible for completing sales activities to help attract new clients.  These duties will include soliciting banking relationships, developing prospect lists and other tasks as requested by the department head.  As part of the overall banking staff, the position will help with other cross-selling and referrals to other departments of the bank. High school diploma or equivalent is required.  At least 2 years of experience as a teller or equivalent cash handling and/or customer service position are highly preferred..  This is a part-time position, approximately 25-29 hours a week. Must be able to type and use a ten-key. Fluency in Spanish is a plus.  Excellent interpersonal and communication skills. Ability to handle transactions accurately and quickly.  Strong math aptitude and attention to detail.  Ability to work effectively in a team environment.  Flexibility to work additional hours when requested and Saturdays.  Required to lift heavy coin and sit/stand for long periods of time.  Candidates selected for further evaluation will be asked to provide authorization to perform a credit and background check.

The Client Services Professional (CSP) will be responsible for both teller and new account representative duties and will assist clients at the teller line and at the new accounts desk.  The primary responsibility for the CSP is to provide outstanding customer service, help deepen client relationships and attract additional clients.  This position is responsible for keeping accurate record of their cash drawer while assisting clients with requests such as deposits, withdrawals, and other first-level transactions as well as opening new accounts, selling additional products to clients and prospects and supporting the overall sales efforts of the bank.  This position will follow all compliance and security guidelines to ensure that the client's trust and confidentiality is maintained and will be responsible for completing sales activities to help attract new clients.  These duties will include soliciting banking relationships, developing prospect lists and other tasks as requested by the department head.  As part of the overall banking staff, the position will help with other cross-selling and referrals to other departments of the bank. High school diploma or equivalent is required.  At least 2 years of experience as a teller.  This position requires working knowledge of Word and Excel; must be able to type and use a ten-key. Fluency in Spanish is a plus.  Excellent interpersonal and communication skills. Ability to handle transactions accurately and quickly.  Strong math aptitude and attention to detail.  Ability to work effectively in a team environment.  Flexibility to work additional hours when requested and Saturdays.  Required to lift heavy coin and sit/stand for long periods of time.  Candidates selected for further evaluation will be asked to provide authorization to perform a credit and background check.

Responsible for assisting the The Woodlands, TX lending team as directed in the following areas; servicing, processing, lending/origination and serve as a resource for completing assigned projects and tasks as needed along with other administrative duties. Responsible for preparing and/or coordinating loan documentation for consumer, commercial, and real estate loans Coordinate loan and deposit related due diligence as requested by Loan Production Officer(s) Manage and coordinate various loan and deposit related customer requests and provide problem resolution when necessary Prepare and prefill internal lending forms for the Loan Production Officer(s) Maintain the sales pipeline report, CRM system inputs, and assist the Loan Production Officer(s) with updating to prepare for weekly staff meetings Manage the receipt and organization of prospect documentation and forms from the Loan Production Officer(s) Other customary administrative tasks as requested Education, Requirements and Skills:   High school diploma or equivalent College degree preferred 1-2 years of banking or job related experience Computer skills including MS Word, Excel and Outlook Track record of providing competent, friendly and professional customer service Excellent written and verbal communication skills Ability to work well independently and within a team environment with proven ability to meet deadlines Attention to detail a must; must be a self-starter with the ability to multi-task Strong organizational and time management skills with the ability to learn and prioritize specialized loan processing tasks

Responsible for assisting the Kemah, TX lending team as directed in the following areas; servicing, processing, lending/origination and serve as a resource for completing assigned projects and tasks as needed along with other administrative duties. Responsible for preparing and/or coordinating loan documentation for consumer, commercial, and real estate loans Coordinate loan and deposit related due diligence as requested by Loan Production Officer(s) Manage and coordinate various loan and deposit related customer requests and provide problem resolution when necessary Prepare and prefill internal lending forms for the Loan Production Officer(s) Maintain the sales pipeline report, CRM system inputs, and assist the Loan Production Officer(s) with updating to prepare for weekly staff meetings Manage the receipt and organization of prospect documentation and forms from the Loan Production Officer(s) Other customary administrative tasks as requested Education, Requirements and Skills:   High school diploma or equivalent College degree preferred 1-2 years of banking or job related experience Computer skills including MS Word, Excel and Outlook Track record of providing competent, friendly and professional customer service Excellent written and verbal communication skills Ability to work well independently and within a team environment with proven ability to meet deadlines Attention to detail a must; must be a self-starter with the ability to multi-task Strong organizational and time management skills with the ability to learn and prioritize specialized loan processing tasks

The Client Services Professional Floater (CSP) will be responsible for both teller and new account representative duties and will assist clients at the teller line and at the new accounts desk. The Floating CSP will travel within an assigned region to provide necessary coverage to banking centers in their market. The primary responsibility for the CSP is to provide outstanding customer service, help deepen client relationships and attract additional clients.  This position is responsible for keeping accurate record of their cash drawer while assisting clients with requests such as deposits, withdrawals, and other first-level transactions as well as opening new accounts, selling additional products to clients and prospects and supporting the overall sales efforts of the bank.  This position will follow all compliance and security guidelines to ensure that the client's trust and confidentiality is maintained and will be responsible for completing sales activities to help attract new clients.  These duties will include soliciting banking relationships, developing prospect lists and other tasks as requested by the department head.  As part of the overall banking staff, the position will help with other cross-selling and referrals to other departments of the bank. High school diploma or equivalent is required.  At least 2 years of experience as a teller.  This position requires working knowledge of Word and Excel; must be able to type and use a ten-key. Fluency in Spanish is a plus.  Excellent interpersonal and communication skills. Ability to handle transactions accurately and quickly.  Strong math aptitude and attention to detail.  Ability to work effectively in a team environment.  Flexibility to work additional hours when requested and Saturdays.  Required to lift heavy coin and sit/stand for long periods of time.  Candidates selected for further evaluation will be asked to provide authorization to perform a credit and background check.

The Client Services Professional (CSP) will be responsible for both teller and new account representative duties and will assist clients at the teller line and at the new accounts desk.  The primary responsibility for the CSP is to provide outstanding customer service, help deepen client relationships and attract additional clients.  This position is responsible for keeping accurate record of their cash drawer while assisting clients with requests such as deposits, withdrawals, and other first-level transactions as well as opening new accounts, selling additional products to clients and prospects and supporting the overall sales efforts of the bank.  This position will follow all compliance and security guidelines to ensure that the client's trust and confidentiality is maintained and will be responsible for completing sales activities to help attract new clients.  These duties will include soliciting banking relationships, developing prospect lists and other tasks as requested by the department head.  As part of the overall banking staff, the position will help with other cross-selling and referrals to other departments of the bank. High school diploma or equivalent is required.  At least 2 years of experience as a teller.  This position requires working knowledge of Word and Excel; must be able to type and use a ten-key. Fluency in Spanish is a plus.  Excellent interpersonal and communication skills. Ability to handle transactions accurately and quickly.  Strong math aptitude and attention to detail.  Ability to work effectively in a team environment.  Flexibility to work additional hours when requested and Saturdays.  Required to lift heavy coin and sit/stand for long periods of time.  Candidates selected for further evaluation will be asked to provide authorization to perform a credit and background check.

Review credit applications and credit reports for accuracy and compliance with banking regulations. Prepare early disclosures that are required by banking regulations. Order title searches, appraisals/evaluations and surveys. Prepare documentation for all new Real Estate loans, to include modifications and extensions utilizing the Bank’s internal software and the Bank’s Attorneys. Book loans on the Bank’s system and prepare general ledger tickets for funding. Review approved loan packages and Loan Officer worksheets for completeness and compliance with Bank policy, procedures and guidelines. Coordinate with Bank Attorneys the terms and interest rates for loans. Communicate any deficiencies or exceptions to Loan Officers and/or Lending Assistants and assist with the corrections. Primary contact for loan documentation related questions for all Bank personnel. Prior to closings ensure collateral insurance is sufficient. Coordinate closings with Title Company and Attorneys. Prepare and update Pipeline reports on a daily basis and distribute weekly. Provides pay offs as needed. Request release of liens from Bank Attorneys as needed. Input and track customer’s financial information. Preparation of HMDA packages when required. Stay abreast of changes in Bank procedures and policies as well as banking regulations. Education and Special Requirements High school diploma or equivalent required. 3 years of Real Estate loan processing experience. Strong decision making and organizational skills with attention to detail Ability to handle heavy volumes of work under pressure in a deadline driven environment. Proficient multi-tasking and prioritizing skills. This job requires skills needed in a typical office environment. This includes computer skills, typing and ten key skills, as well as utilization of office equipment. Typical work hours 8 to 5 with occasional overtime. Must be willing to travel 3 times a week to the Houston Banking and Operations Center

Review credit applications and credit reports for accuracy and compliance with banking regulations. Prepare early disclosures that are required by banking regulations. Order title searches, appraisals/evaluations and surveys. Prepare documentation for all new Real Estate loans, to include modifications and extensions utilizing the Bank’s internal software and the Bank’s Attorneys. Book loans on the Bank’s system and prepare general ledger tickets for funding. Review approved loan packages and Loan Officer worksheets for completeness and compliance with Bank policy, procedures and guidelines. Coordinate with Bank Attorneys the terms and interest rates for loans. Communicate any deficiencies or exceptions to Loan Officers and/or Lending Assistants and assist with the corrections. Primary contact for loan documentation related questions for all Bank personnel. Prior to closings ensure collateral insurance is sufficient. Coordinate closings with Title Company and Attorneys. Prepare and update Pipeline reports on a daily basis and distribute weekly. Provides pay offs as needed. Request release of liens from Bank Attorneys as needed. Input and track customer’s financial information. Preparation of HMDA packages when required. Stay abreast of changes in Bank procedures and policies as well as banking regulations. Education and Special Requirements High school diploma or equivalent required. 3 years of Real Estate loan processing experience. Strong decision making and organizational skills with attention to detail Ability to handle heavy volumes of work under pressure in a deadline driven environment. Proficient multi-tasking and prioritizing skills. This job requires skills needed in a typical office environment. This includes computer skills, typing and ten key skills, as well as utilization of office equipment. Typical work hours 8 to 5 with occasional overtime.  

The Client Services Professional (CSP) will be responsible for both teller and new account representative duties and will assist clients at the teller line and at the new accounts desk.  The primary responsibility for the CSP is to provide outstanding customer service, help deepen client relationships and attract additional clients.  This position is responsible for keeping accurate record of their cash drawer while assisting clients with requests such as deposits, withdrawals, and other first-level transactions as well as opening new accounts, selling additional products to clients and prospects and supporting the overall sales efforts of the bank.  This position will follow all compliance and security guidelines to ensure that the client's trust and confidentiality is maintained and will be responsible for completing sales activities to help attract new clients.  These duties will include soliciting banking relationships, developing prospect lists and other tasks as requested by the department head.  As part of the overall banking staff, the position will help with other cross-selling and referrals to other departments of the bank. High school diploma or equivalent is required.  At least 2 years of experience as a teller or equivalent cash handling and/or customer service position are highly preferred..  Must be able to type and use a ten-key. Fluency in Spanish is a plus.  Excellent interpersonal and communication skills. Ability to handle transactions accurately and quickly.  Strong math aptitude and attention to detail.  Ability to work effectively in a team environment.  Flexibility to work additional hours when requested and Saturdays.  Required to lift heavy coin and sit/stand for long periods of time.  Candidates selected for further evaluation will be asked to provide authorization to perform a credit and background check.