Client Service Associate

6 days ago


Addison, United States BankTalent HQ 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 looking for a Client Service Associate (Teller) to provide top notch customer service to our clients and customers at our Addison financial center. 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 branch goals
  • Perform other duties as assigned

Qualifications:

  • High school diploma or equivalent
  • 1+ years‘ experience in banking, cashiering, balancing, customer service, or other directly related experience
  • Working knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking
  • Must have solid balancing and customer service skills
  • Cash handling, customer service, and/or sales experience preferred
  • Meeting sales goals and/or sales referral goals experience preferred
  • Ability to cross-sell bank products based on client‘s needs
  • Strong attention to detail and time management
  • Proficient in basic computer skills

Hours of Work:

  • Days and hours of work are Monday through Friday; 8:15 a.m. to 5:15 p.m., and Saturday; 8:45 a.m. to 1:15 p.m.
  • 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 rotating Saturdays.

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, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees
  • Employee Ambassador preferred banking products

Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.



  • Addison, Texas, United States BankTalent HQ Full time

    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 at our financial centers.Key Responsibilities:Process financial transactions accurately and efficiently, maintaining a high level of...

  • Client Associate

    1 week ago


    Addison, Texas, United States Pacific Premier Bank Full time

    Job SummaryWe are seeking a highly skilled Client Associate to join our team at Pacific Premier Bank. As a Client Associate, you will be responsible for providing exceptional customer service to our clients and internal teams.Key ResponsibilitiesDeliver outstanding customer service via phone or email, taking ownership of each customer inquiry, question, or...


  • Addison, United States Behavioral Innovations Full time

    Overview Your Work and How You'll Make a Difference: The Client Intake Associate is the first point of contact for families inquiring about Diagnostic and/or ABA services. Every client's journey with autism is different, from diagnosis to ultimate treatment through ABA therapy. With that in mind, the Client Intake Associate must adapt to serve the unique...


  • Addison, Texas, United States Pacific Premier Bank Full time

    The Client Support Associate plays a crucial role in delivering comprehensive professional, technical, and general assistance to both customers and bank personnel. This position is dedicated to ensuring outstanding service for Premier Property Pay portal users as well as internal banking teams.KEY RESPONSIBILITIESProvide technical support, assistance, and...


  • Addison, Texas, United States BankTalent HQ Full time

    About BankTalent HQAt BankTalent HQ, we believe that 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...


  • Addison, United States Moon Moments Ltd Full time

    Customer Service Associates Exciting Opportunity - Weekly Pay ( On-Site) As a Customer Service Associate, you will take pride in delivering exceptional customer service whilst guiding customers through a range of products/services for a variety of reputable brands. Our Client is searching for flexible go-getters who welcome the challenges of a growing...


  • Addison, United States Moon Moments Ltd Full time

    Customer Service Associates Exciting Opportunity - Weekly Pay ( On-Site) As a Customer Service Associate, you will take pride in delivering exceptional customer service whilst guiding customers through a range of products/services for a variety of reputable brands. Our Client is searching for flexible go-getters who welcome the challenges of a growing...


  • Addison, Texas, United States BankTalent HQ Full time

    About Us:At BankTalent HQ, we prioritize our people and culture as the foundation of our success. We believe that every individual matters, and this philosophy is integrated into every aspect of our organization.To excel in providing exceptional service to our clients, we understand the importance of having a diverse and inclusive team that brings a variety...


  • Addison, United States Johnson Service Group Full time $55,000 - $62,000

    Job DescriptionJob DescriptionUnder the direction of the Director of Inside Sales, the Customer Service Representative (CSR) performs quoting and order entry tasks, is the customer point-of-contact for regarding order fulfillment, and supports the Outside Sales team. The CSR coordinates customer orders with the Order Fulfillment Representatives and responds...


  • Addison, United States Jet Brite Full time

    Job DescriptionJob DescriptionDo you love interacting with people? Are you enthusiastic about helping others? If so our, part-time Customer Service Associate at Jet Brite located at 625 W Lake St, Addison, IL, is the perfect position for you! You will bring joy to people’s journeys by creating a positive and light-hearted atmosphere where people love to...


  • Addison, Texas, United States EVO Payments International Full time

    OverviewAs a Customer Support Representative at EVO Payments International, your primary role will involve engaging with clients, Independent Sales Organizations (ISOs), Independent Business Analysts (IBAs), Sales Agents, Alliance Partners, and vendors. This position is crucial for delivering information about our offerings, addressing billing inquiries,...


  • Addison, Texas, United States National Life Group Full time

    Client Relations Specialist at National Life Group - Mandarin Proficient Starting compensation is $24/hr with additional remuneration for relevant expertise and experience. This position offers a hybrid work arrangement following training, requiring three days onsite (Monday, Tuesday, Wednesday) in our Texas or Vermont office. This role is not eligible for...

  • Client Advisor

    4 weeks ago


    Addison, United States Acrisure LLC Full time

    About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more....


  • Addison, United States Raising Cane's Chicken Fingers Full time

    **Customer Service Associate** Addison, Texas **BENEFITS** **Voluntary** * Dental * Vision * Supplemental Life Insurance * Pet Insurance * 401(k) With Employer Match (age 21 & older) * Crewmember Assistance Program * Discounted Online Education Opportunities * Free Resources For Furthering Your Education **full-time** * Medical & Pharmacy * Benefits...


  • Addison, Texas, United States Dream Finders Homes Full time

    POSITION OVERVIEW:The Client Relations Coordinator acts as the initial point of contact for clients and callers. This role encompasses various administrative support tasks and receptionist duties.KEY RESPONSIBILITIES:1. Manage incoming calls and direct them to the appropriate team member.2. Welcome and guide visitors to the organization.3. Take and relay...

  • Tax Associate

    1 week ago


    Addison, Texas, United States H&R Block Full time

    {"h2": "About the Role", "p": "At H\u0026R Block, we're looking for a skilled Tax Associate to join our team. As a Tax Associate, you'll have the opportunity to work with clients to prepare their tax returns, provide IRS support, and grow your tax expertise.If you're passionate about delivering exceptional customer service and have a strong understanding of...


  • Addison, Texas, United States Pacific Premier Bank Full time

    About the RolePacific Premier Bank is seeking a highly motivated and experienced Associate Relationship Manager to join our team. As an Associate Relationship Manager, you will play a critical role in supporting our Relationship Managers in business development and managing the relationships of current HOA customers.Key ResponsibilitiesBusiness Development:...


  • Addison, Texas, United States NTT DATA Full time

    Job Title: Client Delivery ExecutiveWe are seeking a seasoned Client Delivery Executive to join our team in Addison, TX. As a key member of our organization, you will be responsible for driving client satisfaction, delivery excellence, and margin growth for a multi-towered enterprise account.Key Responsibilities:Lead a team of Client Delivery Executives and...


  • Addison, Texas, United States NTT DATA Full time

    Job Title: Client Delivery ExecutiveWe are seeking a seasoned Client Delivery Executive to join our team in Addison, TX. As a key member of our delivery team, you will be responsible for driving client satisfaction, delivery excellence, and margin growth for a multi-towered enterprise account.Key Responsibilities:Lead a team of Client Delivery Executives and...


  • Addison, Texas, United States NTT DATA Full time

    Job SummaryWe are seeking a highly experienced Client Delivery Executive to lead a team of Client Delivery Executives and practice Service Delivery Managers who drive overall Client Satisfaction, delivery excellence and margin growth for a multi-towered enterprise account.Key ResponsibilitiesLead a team of Client Delivery Executives and practice Service...