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Bank Client Services Specialist



Category

First Command Bank

Job Location

1 FirstComm Plaza, Fort Worth, Texas

Tracking Code

NX06

Position Type

Full-Time/Regular

How will this role impact First Command?

 

The Bank Client Services Specialist is responsible for providing a consistent world-class experience with every interaction. The primary responsibilities include processing teller transactions from walk-in clients and bank by mail in addition to processing requests received from clients, advisors, and other employees via e-mail and secure message. This position is responsible for maintaining and balancing an assigned cash drawer and assists with the balancing of the bank’s ATM and central vault. Additionally, this position is expected to handle confidential and sensitive information while working under strict deadlines with interruptions and doing so with minimal errors.

 

What will the employee do in this role?

 

·        20% - Lobby Transactions & Service

o   Process over the counter (OTC) cash and check deposits, loan payments, Cashier’s Check requests, and various other client transactions

o   Provide access to the Safe Deposit Box upon client request

o   Process ATM deposits

·        10% - Cash Handling

o   Accurately record all cash transactions including deposited cash from clients, transfers between tellers, and buy/sell transactions with vault.

o   Assist with requesting and processing cash from Federal Reserve Bank

o   Balance cash drawer, ATM, and bank vault

·        35% - Bank by Mail Transactions

o   Process incoming bank by mail transactions including examining checks for proper endorsement and completing research as necessary

o   Contact clients by phone, secure message, and email to ensure requests are accurately processed

·        30% - Client & Departmental Support

o   Process incoming Cashier’s Check and gift card requests received via email and secure message

o   Process instant issue debit card requests, balance unissued inventory, and maintain log of issued cards

o   Process outgoing mail requests for document copies and other correspondence sent from bank to clients

o   Sort and distribute incoming mail to departments across the bank

o   Review suspended remote deposit transactions

·        5% - Other Duties

o   Complete annual compliance and other required training

o   Collaborate with other departments to identify process improvements

o   Assist with testing bank systems

o   Other duties as assigned

 

What skills/qualifications do you need?

Education

      ·    High School Diploma or equivalent required

      ·    College Degree or progress towards degree preferred

 

Work Experience

       ·        Two or more years of customer service experience required

·        Two or more years of banking or financial services experience preferred

·        Two or more years of cash handling experience required

·        Experience with Jack Henry Silverlake and complementary systems strongly preferred

 

Required Knowledge, Skills, and Abilities

       ·        Detail oriented while operating in a quick and changing environment

·        Strong verbal and written communication and organizational skills

·        Familiar with and able to effectively use Microsoft Office and able to learn other software used by First Command

·        Ability to maintain confidential information and records

·        Excellent customer service skills; including handling challenging situations with clients and advisors in a professional manner

 

#LI-Hybrid

#LI-NC1


©2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPCFINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).

Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.

First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. 

In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.

SIPC - Securities Investor Protection Corporation

Securities Investor Protection Corporation


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