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Financial Services Representative II jobs in United States
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Third Coast Bank · 5 hours ago

Financial Services Representative II

Third Coast Bank is a Texas-based independent bank dedicated to supporting the business community along the Texas Gulf Coast. They are seeking a Financial Services Representative II to assist customers with financial transactions, provide exceptional customer service, and recommend tailored banking products and services.
FinanceBankingFinancial Services
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Comp. & Benefits

Responsibilities

Assist customers with financial transactions
Provide exceptional customer service
Recommend banking products and services tailored to meet client needs
Process account transactions
Maintain account records
Handle inquiries efficiently while complying with banking regulations and internal policies
Promote and cross-sell bank products and services to deepen relationships with existing and new customers

Qualification

Customer serviceFinancial transactionsBanking products knowledgeCompliance managementFinancial software proficiencyCommunication skillsAttention to detailOrganizationBanking experienceInterpersonal skillsTime management

Required

Customer service and relationship-building skills to effectively engage with clients and provide tailored financial solutions
Proficiency in handling financial transactions, account maintenance, and familiarity with banking products and services
Strong communication and interpersonal skills for addressing customer inquiries and resolving issues in a professional manner
Attention to detail, organization, and time management to ensure accuracy in handling client accounts and transactions
Ability to adhere to banking regulations, manage compliance requirements, and maintain confidentiality in financial processes
High school diploma or equivalent required

Preferred

Prior banking or financial services experience is preferred
Proficiency in computer systems and financial software is highly desirable
Additional education or certifications in finance or related fields are a plus

Company

Third Coast Bank

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Welcome to Third Coast Bank, where we are charting the course to success for Texas business.

Funding

Current Stage
Public Company
Total Funding
$210M
Key Investors
EJF Capital
2025-06-04Post Ipo Debt· $150M
2024-09-16Post Ipo Debt· $60M
2021-11-09IPO

Leadership Team

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Bart Caraway
CEO
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Company data provided by crunchbase