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CLIENT-FACING SERVICE REPRESENTATIVE – LEVEL II
Location: Houston, TX
Department: Branch Operations
FLSA Status: Non-Exempt
Reports To: Branch Leadership Team
Position Overview
The Client-Facing Service Representative – Level II serves as the primary point of contact in the branch lobby, ensuring visitors and members receive timely, accurate, and courteous assistance. This role maintains a polished and professional presence while handling monetary transactions, processing financial requests, and supporting members with a wide range of account services. The position also promotes financial solutions, assists with loan applications, and supports daily branch operations.
Key Responsibilities
(Additional duties may be assigned as needed)
Required Skills:
Please contact:
Becky Moore
Email: becky.moore@lkjordan.com
Phone: 281-815-4187
#LKJHTX
Customer Service Representative
12930 NORTHWEST FREEWAY HOUSTON, TX 77040 US
Posted: 01/06/2026
2026-01-06
2026-02-11
Employment Type:
Temp To Perm
Industry: Positions
Job Number: 132953
Pay Rate: $19.50 / hour
Job Description
CLIENT-FACING SERVICE REPRESENTATIVE – LEVEL II
Location: Houston, TX
Department: Branch Operations
FLSA Status: Non-Exempt
Reports To: Branch Leadership Team
Position Overview
The Client-Facing Service Representative – Level II serves as the primary point of contact in the branch lobby, ensuring visitors and members receive timely, accurate, and courteous assistance. This role maintains a polished and professional presence while handling monetary transactions, processing financial requests, and supporting members with a wide range of account services. The position also promotes financial solutions, assists with loan applications, and supports daily branch operations.
Key Responsibilities
(Additional duties may be assigned as needed)
Engage with members to identify service needs and prepare appropriate documentation for requests such as wire transfers, statement copies, check orders, stop payments, payroll adjustments, debit card services, and more
Prepare required forms and service agreements to finalize transactions or product purchases
Input and update member information and service activity in internal systems
Assist with daily safe-deposit box operations, including member access, openings, and closures
Provide Notary services as required
Support FSR I team members during peak periods or as directed
Complete all required internal certifications, compliance modules, and ongoing training
Build strong rapport with members to support retention and overall service satisfaction
Analytical Thinking
Creative Problem-Solving
Project Coordination
Technical Growth
Service Excellence
Interpersonal Skills
Communication
Team Collaboration
Cost Awareness
Ethical Conduct & Professional Standards
Adaptability
Dependability
Initiative & Innovation
Quality & Productivity
Safety Awareness
High school diploma or equivalent (GED)
Previous customer service or financial services experience preferred (1–3 months minimum helpful)
Required Skills:
Language Skills: Ability to read policy documents, write basic reports, and present information clearly
Math Skills: Perform basic calculations including percentages and ratios; interpret numerical data
Reasoning Skills: Follow written and verbal instructions and resolve issues using practical judgment
Computer Skills: Proficient with word processing, spreadsheets, and internet-based applications
Please contact:
Becky Moore
Email: becky.moore@lkjordan.com
Phone: 281-815-4187
#LKJHTX
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