Client Service Associate

3 weeks ago

Baytown TX United States Amegy Bank Full time

At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow. We are currently seeking a dynamic and customer-focused individual to join our team as a Client Service Associate (Teller) to service our clients and customers at our Rollingbrook Banking Center in Baytown, TX. In this role, you will be the face of our bank, providing exceptional service to our customers and assisting them with their banking needs. If you are passionate about being part of a community, being a team player, and helping other reach their financial goals, then we are interested in speaking with you Essential Functions:

* Provide full-service banking by accurately processing all financial transactions in a timely manner within established authorized limits, while maintaining an acceptable balancing record.
* Utilize knowledge of available bank products and services to expand and increase client relationships.
* Identify and address clients' needs by providing a variety of services which may include issuing counter checks, conducting account maintenance, performing money transfers, and receiving loan payments.
* Deliver an exceptional customer experience while uncovering bank products or service needs to make appropriate referral opportunities.
* Explore, identify, and maximize cross-selling of bank products based on clients' needs.
* Perform all duties in compliance with laws, regulations, and bank policies and procedures.
* Resolve client concerns through direct personal action or referral to alternative branch or bank resources.
* Adhere to the bank's security policies while maintaining confidentiality of bank records and client information.
* Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and banking center goals.
* Perform other duties as assigned. Qualifications:

* High school diploma or equivalent required.
* At least 1 year of experience in customer service, banking, cashiering, balancing, and sales or a related field.
* Bilingual proficiency in English and Spanish languages, is preferred.
* Prior experience in a customer service or cash handling role is preferred.
* Excellent customer service skills with the ability to communicate effectively.
* Basic math skills and proficiency in using computers and cash handling equipment.
* Strong attention to detail and accuracy in handling financial transactions.
* Knowledge of banking products and services a plus.
* Proficiency in cross-selling bank products tailored to clients' specific needs.
* Experience in meeting or exceeding sales goals and referral targets.
* Reliable attendance and exceptional time management skills.
* Ability to work efficiently in a fast-paced environment while maintaining professionalism. Hours:

* Monday through Friday: 8:30 AM to 5:15 PM
* Saturday: 8:45 AM to 1:15 PM This is a full-time position: 40.00 hours per week. Must be able to work a flexible schedule within the hours listed above, to include two (2) to three (3) Saturdays a month . Benefits: At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.

* Medical, Dental and Vision Insurance - START DAY ONE
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
* 401(k) plan with company match and Profit Sharing.
* Mental health benefits including coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees.
* Employee Ambassador preferred banking products.
* Competitive compensation in line with work experience. Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.

  • Associate, Wealth Client Services

    2 weeks ago

    Chicago, IL, United States Alera Group Full time

     Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services to join their Wealth Services team.   Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee...

  • Sports-Minded Customer Service Associate

    1 month ago

    Baytown, United States A.C.E. Executives Full time

    A.C.E. Executives is an outsourced marketing and sales agency looking for a Sports-Minded Customer Service Associate to join our Houston office permanently. You will work with our Marketing and Sales Associates and various product specialists, as well as mid-office and operations teams, to deliver a seamless and integrated experience to consumers directly...

  • Client Service Associate

    2 weeks ago

    Boston, MA, United States Oppenheimer & Co Inc Full time

    Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the...

  • Client Service Associate

    2 weeks ago

    Sausalito, CA, United States Vaco Full time

    Job Responsibilities Provide operational and administrative support to Client Advisors in their daily business practices. Act as a key point of contact for client issues and concerns. Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with...

  • Registered Client Service Associate

    2 weeks ago

    Boston, MA, United States Oppenheimer & Co Inc Full time

    Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Registered Client Service Associate (Boston) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market...

  • Client Technical Support Associate

    3 months ago

    Westlake, TX, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The CS&S Client Technical Support Associate responds to tier II escalated technical inquiries from internal and...

  • Sales & Customer Service Associate

    7 months ago

    Baytown, United States Massage Envy Full time

    Overview: Where Better Careers Begin! Massage Envy Baytown: 8824 N Highway 146 - Suite 120, Baytown TX, 77523 Do you have a passion for helping others? At the Massage Envy Baytown franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and...

  • Registered Client Service Associate

    2 weeks ago

    San Francisco, CA, United States Threadneedle group Full time

    Ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client interactions to retain and develop deeper relationships. At Ameriprise Financial, we...

  • Litigation Associate

    2 weeks ago

    Atlanta, GA, United States ["Litigation Associate", "3L Search Partners"] Full time

    Litigation Associate – Commercial Real Estate & Business Disputes Are you an attorney with a passion for real estate, business disputes, and bankruptcy law? An established and highly respected boutique commercial real estate firm is looking to add a talented Litigation Associate to its growing team. This is an exciting opportunity to work with a...

  • Client Service Associate

    4 weeks ago

    Covington, KY, United States Fidelity Investments Full time

    Job Description:The RoleJoin our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting...

  • Sales and Service Associate

    7 days ago

    Baytown, Texas, United States Cash America Full time

    **Job Summary**Cash America Pawn is seeking a Sales and Service Associate to join our team. As a Sales and Service Associate, you will be responsible for providing exceptional customer service, processing sales and loan transactions, and maintaining a clean and organized sales floor.**Compensation and Benefits**The estimated salary for this position is...

  • Client Service Associate

    4 months ago

    Okeechobee, FL, United States Teleperformance USA Full time

    Category : Customer Service/Support About TP Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world’s best brands streamline their business in meaningful and sustainable ways.With more than 500,000 inspired and passionate people speaking more than 300...

  • Client Service Associate

    4 months ago

    Shreveport, LA, United States Teleperformance USA Full time

    Category : Customer Service/Support About TP Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world’s best brands streamline their business in meaningful and sustainable ways.With more than 500,000 inspired and passionate people speaking more than 300...

  • Client Service Associate-Los Angeles, CA

    2 weeks ago

    Los Angeles, CA, United States Raymond James Financial Full time

    Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...

  • Client Service Associate

    3 weeks ago

    The Woodlands, TX, United States Amegy Bank Full time

    At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...

  • Client Services Specialist

    7 days ago

    Pittsburgh, PA, United States Genesis10 Full time

    Genesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a six-month + contract-to-hire position. This position will require working onsite 5 days a week. Compensation: $20.00 - $22.00 per hour, W2, depending on skill and experience level. Responsibilities Assist multiple Operations teams...

  • Client Service Associate

    4 months ago

    Fort Lauderdale, FL, United States Teleperformance USA Full time

    Category : Customer Service/Support About TP Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world’s best brands streamline their business in meaningful and sustainable ways. With more than 500,000 inspired and passionate people speaking more than 300...

  • Client Accounting and Advisory Services

    2 weeks ago

    Denver, CO, United States GHJ Full time

    GHJ is looking for a Client Accounting and Advisory Services (CAAS) Senior Associate WHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believe We believe that collaboration is the foundation for success. We work as a business advocate for our clients...

  • Associate Practice Client Partner-Engineering Services

    2 weeks ago

    San Francisco, CA, United States Infosys Limited Full time

    Infosys is seeking an Associate Practice Engagement Manager for its Engineering Services Practice. The Associate Practice Engagement Manager (APEM) is responsible for all client interfaces within the assigned account scope. The APEM works together with their manager (PEM/Senior PEM) to build an account plan and is responsible for client management based on...

  • Client Accounting Services Senior Associate or Supervisor

    2 weeks ago

    Los Angeles, CA, United States Weaver Full time

    Accounting Advisory Services Senior Associate or Supervisor Job Category : Advisory Requisition Number : CLIEN001958 Posted : April 24, 2024 Employment Type : Full-Time Locations Showing 1 location Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human...