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Financial Services Representative -San Felipe Floater

Financial Services Representative -San Felipe Floater

Financial Services Representative -San Felipe Floater

Veritex Community Bank
Houston, TX 77063

Job details

Job Type


Overview: Company Overview:
Truth in Texas Banking. That’s what we’re about. Founded in 2010, we are one of the ten largest banks headquartered in the state of Texas. We became a publicly traded company in 2014 and in 2020 we were listed on Fortune’s 100 Fastest Growing Companies. Headquartered in Dallas, Texas, we’ve built a bank forever rooted in truth, transparency, and uncompromising integrity.

We know our strongest asset is the passion, authenticity, and talent of our people. We focus on the growth and development of each team member to unlock potential to “Be Your True Self.” Our “True You” culture is made up of five pillars:

Be Mindful

  • Be Healthy
  • Be Better
  • Be Prosperous
  • Be Faithful

With this as our foundation, we’ve built a bank of people who are transparent, tell the truth, and act with integrity. We unite together in common purpose - caring deeply for our clients and communities, communicating openly with each other, and treating everyone with respect. Visit our website at and come see how we’re bringing truth and transparency to Texas banking.

Job Summary*
To contribute to the growth and profitability of both the branch and the bank, by creating a positive working environment and providing superior banking services to customers in a professional manner.
Detailed Description: *

  • Acquires new and expands existing consumer and small business banking relationships in addition to day-to-day management of a branch.
  • Maintains knowledge and educates the office team on products, services, technology and policies. Ensures high quality, accurate customer service every time.
  • Implements business and sales plans and ensures all team members are working toward these goals through individual sales and referrals to Business Partners.
  • Fosters and develops community relationships.
  • Has branch operations responsibility, such as ensuring that the team is trained and applying technology, policies and procedures.
  • Complies with Bank security practices.
  • Coaches, counsels, develops work schedules, is responsible for all employee related activities.
  • Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC)
  • Integrity, discretion, and respect for confidential information are essential.

Qualifications: Education and Experience:
The individual should have 2 years of retail banking or related experience in a financial service industry. Candidate must have a proven track record of successful service and sales performance. High school graduate or equivalent; Strong knowledge of competition and product knowledge needed.

Skills and Abilities:

  • Experience managing both a sales and operations team preferred
  • Demonstrated ability to coach and develop individuals and the team to high achievement.
  • Banking experience and community involvement in the local market helpful
  • Excellent customer service skills and behaviors; is highly motivated, focused, and goal oriented
  • Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
  • Strong organizational skills with attention to detail
  • Ability to multi-task
  • PC and internet proficiency

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.

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.
Veritex Community Bank is an equal opportunity employer.
Veritex Community Bank Corporate Human Resources [Dallas, Texas] Revised: July 26, 2018

Location: 7500 San Felipe,Suite 125, Houston, TX 77063

Job Type: Full-time

Hiring Insights

Hiring for this role

• Mobile: NA

• Location: 29.75127:-95.50244

• Post ID: 21884839

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