TX Client Experience & Banking Center Representative - Onsite

Completes routine and complex account maintenance requests for consumer and commercial clients.

Executes service requests including transfers, wires, check orders, account updates, and other servicing activities.

Collects and validates documentation required for account maintenance and client servicing.

Partners with commercial bankers, treasury, lending, operations, and other internal teams to support client needs.

Assists with preparation and follow-up related to commercial client activities and servicing requests.

Ensures clients receive responsive, accurate, and seamless service while maintaining compliance with policy and procedure.

Supports the Texas Client Experience and Market Operations Lead Ensures client and internal requests are carried full‑circle from intake to resolution without fragmentation Delivers a consistent, timely, and accountable client service experience regardless of entry point into the organization Coordinates the movement of requests through appropriate processing paths (routing, approvals, documentation, and operational queues) to prevent client disruption, delays, or rework

Ensures client and internal requests are carried full‑circle from intake to resolution without fragmentation

Delivers a consistent, timely, and accountable client service experience regardless of entry point into the organization

Coordinates the movement of requests through appropriate processing paths (routing, approvals, documentation, and operational queues) to prevent client disruption, delays, or rework

Demonstrates openness to expanded responsibilities as the Union Branch service model evolves.

Participates in process improvements to enhance efficiency and client experience.

Provides feedback on operational workflows and service gaps.

Supports adoption of new tools, processes, and service approaches.

Minimum of a High school diploma or equivalent required.

Minimum of 3 years of banking center or client service experience, including at least 1 year of account servicing, transaction processing, or operational support experience, required.

*Equivalent education and experience will be considered

This job is operated in a professional office environment with normal office working conditions. This role routinely involves using standard office equipment such as computers, phones, photocopiers, filing cabinets, etc.

AFFIRMATIVE ACTION Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.