Current jobs related to Client Service Associate - Oklahoma City - Amegy Bank of Texas
-
Client Service Associate
2 weeks ago
Oklahoma City, Oklahoma, United States Stifel Financial Full time{"title": "Client Service Associate", "subtitle": "Support the Financial Advisor in daily administration", "bullet_points": ["Perform clerical functions related to opening client accounts and ongoing account coding", "Support the daily administration of the FA's business by opening client accounts, preparing and processing investment documentation, and...
-
Client Service Associate
2 weeks ago
Oklahoma City, United States Stifel Financial Full timeDescription Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions....
-
Client Service Liaison
1 month ago
Oklahoma City, Oklahoma, United States Banfield Pet Hospital Full timeClient Service Coordinator Role SummaryAt Banfield Pet Hospital, we are seeking a skilled Client Service Coordinator to drive the flow of clients and pets through our hospital. This role is critical in maximizing the productivity of our veterinary medical team, ensuring excellent communication with associates and clients, and coordinating the care of clients...
-
Client Service Liaison
3 days ago
Oklahoma City, Oklahoma, United States Banfield Pet Hospital Full timeAt Banfield Pet Hospital, we are seeking a Client Service Coordinator to drive the flow of clients and pets through our hospital, maximizing the productivity of our veterinary medical team.Key Responsibilities:Ensure good communication with associates and clientsCoordinate the care of clients and pets in a happy, welcoming, friendly and efficient...
-
Client Service Liaison
4 weeks ago
Oklahoma City, Oklahoma, United States Banfield Pet Hospital Full timeClient Service Coordinator Job SummaryAt Banfield Pet Hospital, we are seeking a highly skilled Client Service Coordinator to join our team. As a Client Service Coordinator, you will play a critical role in driving the flow of clients and pets through the hospital, maximizing the productivity of the veterinary medical team, and ensuring good communication...
-
Client Service Coordinator
1 week ago
Oklahoma City, Oklahoma, United States Banfield Full timeJob DescriptionThe Client Service Coordinator plays a vital role in driving the flow of clients and pets through the hospital, maximizing the productivity of the veterinary medical team, and ensuring good communication with associates and clients. This position requires a strong ability to multitask, communicate effectively, and provide exceptional client...
-
Client Services Associate
4 weeks ago
Grove City, Pennsylvania, United States Stratos Wealth Partners Full timeJoin Our Team at Stratos Wealth PartnersWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Stratos Wealth Partners. As a Client Services Associate, you will play a critical role in delivering exceptional client service and support to our clients.Key Responsibilities:Provide exceptional client service and...
-
Client Service Associate
4 weeks ago
Colorado City, Colorado, United States BankTalent HQ Full timeAbout BankTalent HQAt BankTalent HQ, we're passionate about delivering exceptional customer experiences and building strong relationships with our clients. Our team is dedicated to providing top-notch service and support to help our customers achieve their financial goals.Job SummaryWe're seeking a highly skilled and motivated Client Service Associate to...
-
Client Service Coordinator
5 months ago
Oklahoma City, United States Banfield Full timeThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...
-
Client Service Associate
3 weeks ago
Garden City, Michigan, United States Stifel Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with the opening and maintenance of client accounts, and perform various administrative tasks.Key ResponsibilitiesProvide exceptional customer service...
-
Client Service Associate
4 weeks ago
Colorado City, Colorado, United States BankTalent HQ Full timeJob Title: Client Service AssociateAt BankTalent HQ, we're committed to delivering exceptional customer experiences and building strong relationships with our clients. We're seeking a highly skilled Client Service Associate to join our team at our Quebec Square branch in Denver, CO.Key Responsibilities:Provide top-notch customer service to clients and...
-
Client Service Associate
4 weeks ago
Colorado City, Colorado, United States BankTalent HQ Full timeJob Title: Client Service AssociateAt BankTalent HQ, we're committed to delivering exceptional customer experiences. As a Client Service Associate, you'll play a vital role in providing top-notch service to our clients and customers.Key Responsibilities:Process transactions accurately and efficiently, maintaining a high level of balancing and customer...
-
Client Service Associate
2 weeks ago
Colorado City, Colorado, United States BankTalent HQ Full timeAbout BankTalent HQWe are a dynamic and customer-focused financial institution dedicated to providing exceptional service to our clients and customers. Our team is passionate about helping individuals and businesses achieve their financial goals.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at our...
-
Client Service Associate
4 weeks ago
Colorado City, Colorado, United States BankTalent HQ Full timeAbout BankTalent HQAt BankTalent HQ, we're passionate about delivering exceptional customer experiences and building strong relationships with our clients. Our team is dedicated to providing personalized service and tailored financial solutions that meet the unique needs of our customers.Job SummaryWe're seeking a highly motivated and customer-focused Client...
-
Client Services Associate
2 weeks ago
Jersey City, New Jersey, United States Collectors Full timeClient Services AssociateWe are seeking a highly skilled Client Services Associate to join our Customer Care team at Collectors. As a key member of our team, you will be responsible for providing world-class customer care to our clients around the globe.Key Responsibilities:Inform clients of company services, memberships, procedures, policies, and...
-
Client Service Associate
4 weeks ago
Colorado City, Colorado, United States BankTalent HQ Full timeJoin Our Team at BankTalent HQWe are seeking a highly motivated and customer-focused Part-Time Client Service Associate (Teller) to join our team at BankTalent HQ in Colorado Springs. As a key member of our branch team, you will be responsible for providing exceptional customer service to our clients and customers, while also identifying and addressing their...
-
Client Service Associate
1 month ago
Colorado City, Colorado, United States BankTalent HQ Full timeJoin Our Team at BankTalent HQWe are seeking a highly motivated and customer-focused Part-Time Client Service Associate (Teller) to join our team at BankTalent HQ. As a key member of our Wheat Ridge branch, you will be responsible for providing exceptional customer service to our clients and customers.Key Responsibilities:Process debit and credit...
-
Client Service Associate
2 weeks ago
Garden City, Michigan, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our operations team, you will be responsible for providing exceptional customer service to our clients, assisting with account maintenance, and performing various administrative tasks.Key ResponsibilitiesProvide...
-
Client Service Associate
3 weeks ago
Colorado City, Colorado, United States BankTalent HQ Full timeJoin Our Team at BankTalent HQWe are seeking a highly motivated and customer-focused Part-Time Client Service Associate (Teller) to join our team at BankTalent HQ. As a key member of our Boulder Canyon branch, you will be responsible for providing exceptional customer service to our clients and customers.Key Responsibilities:Process debit and credit...
-
Client Services Associate
3 months ago
Culver City, United States SPS North America Inc Full timeJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...
Client Service Associate
3 months ago
Client Service Associate (Teller - 40 hours) - Coles Crossing / Cypress, TX
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
Coles Crossing Banking Center
in
Cypress, 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 others 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.
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.
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.
This position will be open until filled.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.
#J-18808-Ljbffr