Veritex Community Bank

Financial Services Representative-SMU

Job Locations US-TX-Dallas
ID 2020-1670
Regular Full-Time


Company Overview

Veritex Holdings Inc. is a publicly traded bank holding company headquartered in Dallas, Texas. Veritex Community Bank is committed to providing the best banking products and services to our Texas communities. We take pride in being a community bank with local decisions.

Veritex Bank specializes in business banking, commercial loans, small business lending, treasury management and mortgages. We take the time to get to know you and your specific needs and provide you the expert banking advice you seek.

What does it mean to be honest-to-goodness banking experts? It means you get exceptional customer service, smart banking choices and the peace of mind that comes with knowing we are invested in you and your community. From our 40+ banking centers in the Dallas area, Fort Worth, and Houston as well as our local home mortgage office in Dallas, we're the community bank with a difference because we're making a difference in the community.



Job Summary

The Financial Services Representative works in the branch and is responsible for deepening relationships by recommending products and services that would benefit potential and existing customers. The FSR is cross-trained to provide both Personal Banker and Teller services. While assigned to a home branch, the FSR will travel to other branches to fill in, as needed.




Detailed Description:

  • Selling financial products (e.g. Credit Cards, CD's IRA's,)
  • Opening deposit accounts
  • Promote the sale of bank products and make referrals to business partners as appropriate. Develop strong customer relationships and learn to recognize customer needs.
  • Responding to customer inquiries and concerns and creating positive solutions.
  • 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 absolutely essential.


Education and Experience

High school graduate or equivalent; Two plus years of retail branch or sales experience. Strong knowledge of competition and product knowledge needed; Strong analytical and problem-solving skills with the ability to achieve innovative solutions.



Skills and Abilities

Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Ability to answer detailed customer questions as well as sell bank products and services. Excellent communication skills needed to identify customer needs and explain bank brochures and other bank literature. Ability to greet customers in a friendly manner. Maintain a positive and helpful attitude in any situation.


Physical Demands

The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands/fingers to 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: 10/09/18