Client Service Associate
3 weeks ago
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 seasoned Part-Time Client Service Associate (Teller) - 30 Hours to provide top notch customer service to our clients and customers at our Heights-Taylor / Houston 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; 8:30 a.m. to 5:30 p.m., and Saturday; 8:45 a.m. to 1:30 p.m. This is a part-time position: 30.00 hours per week. Must be able to work a flexible schedule within the hours listed above. 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. #J-18808-Ljbffr
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Client Services Associate
6 days ago
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Client Service Associate
3 weeks ago
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Houston, United States MK Search Full timeOur client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries. Responsibilities: ...
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Client Services Associate
3 weeks ago
Houston, United States MK Search Full timeOur client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries.Responsibilities:Serve...
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Client Services Associate
3 weeks ago
Houston, United States MK Search Full timeOur client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries.Responsibilities:Serve...
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Client Services Associate
3 weeks ago
Houston, United States MK Search Full timeOur client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries.Responsibilities:Serve...
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Client Services Associate
3 weeks ago
Houston, United States MK Search Full timeOur client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries. Responsibilities: ...
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2 weeks ago
Houston, United States MK Search Full timeOur client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries. Responsibilities: ...
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3 weeks ago
Houston, United States Professional Alternatives Full timeInstitutional Client Service Associate Up to $31 hourly based on experience Contract to Hire Located in West Houston/Memorial -Must have 2+ years of financial services experience -Bachelor's degree in Finance, Economics, or related field required -FINRA certification preferred or must be eligible Institutional Client Service Associate works with the...
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Houston, United States Professional Alternatives Full timeInstitutional Client Service Associate Up to $31 hourly based on experience – Contract to Hire Located in West Houston/Memorial -Must have 2+ years of financial services experience -Bachelors degree in Finance, Economics, or related field required -FINRA certification preferred or must be eligible Institutional Client Service Associate works with the...
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3 weeks ago
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4 weeks ago
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4 weeks ago
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2 weeks ago
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