Client Service Associate
3 months 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 Client Service Associate (Teller) to provide top-notch customer service to our clients and customers at our Northwest Plaza banking center in Dallas, TX . 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 1+ years' experience in banking, cashiering, balancing, customer service, or other directly related experience Previous Teller experience highly desired Working knowledge of math, cashiering, balancing, debits, credits, banking, and/or bank products 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 clients' 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; 9 a.m. to 5 p.m., and Saturday; 9 a.m. to 1 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. 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. #J-18808-Ljbffr
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Client Services Associate
4 weeks ago
Dallas, United States EQ Wealth Advisors Full timeCompany Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...
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Client Services Associate
1 month ago
Dallas, Texas, United States HFS Wealth Management Full time{"h1": "Client Services Associate", "p": "At HFS Wealth Management, we are seeking a highly skilled Client Services Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional customer service and support to our clients. Your primary responsibilities will include addressing external and internal...
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Client Services Associate
4 weeks ago
Dallas, Texas, United States HFS Wealth Management Full time{"Job Summary This is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Key responsibilities include executing service requests, maintaining portfolio data, managing client data in CRM, preparing custodian...
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Client Services Associate
1 month ago
Dallas, United States EQ Wealth Advisors Full timeCompany Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...
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Client Services Associate
1 month ago
Dallas, United States EQ Wealth Advisors Full timeCompany Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...
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Client Service Associate
1 month ago
Dallas, United States Stifel Financial Full timeUnder immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, w Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail
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Client Services Associate
3 weeks ago
Dallas, United States EQ Wealth Advisors Full timeCompany Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...
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Client Services Associate
2 weeks ago
Dallas, United States EQ Wealth Advisors Full timeCompany Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...
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Client Services Associate
1 month ago
Dallas, United States HFS Wealth Management Full timeJob Summary This is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Job requirements include strong communication skills, eagerness to learn, self-starter, proactive, ability to work alone and as a team...
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Client Services Associate
1 month ago
Dallas, United States HFS Wealth Management Full timeJob SummaryThis is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Job requirements include strong communication skills, eagerness to learn, self-starter, proactive, ability to work alone and as a team...
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Client Service Associate
4 weeks ago
Dallas, Texas, United States Stifel Financial Full timeJob SummaryAs a Client Service Associate at Stifel Financial, you will play a vital role in supporting our Financial Advisors with client account management and administrative tasks. This is an excellent opportunity to develop your skills and contribute to the success of our team.Key ResponsibilitiesAssist Financial Advisors with client account opening and...
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Client Service Associate
3 weeks ago
Dallas, Texas, 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 Client Service Associate, you will play a critical role in supporting our Financial Advisors with the opening and maintenance of client accounts and records.Key ResponsibilitiesPerform clerical functions related to opening...
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Client Service Associate
2 weeks ago
Dallas, Texas, United States Amegy Bank Full timeClient Service Associate Job DescriptionAt Amegy Bank, we're committed to delivering exceptional service to our customers. As a Client Service Associate, you'll be the face of our bank, providing personalized support and assistance to our clients.Key Responsibilities:Provide full-service banking by accurately processing financial transactions and maintaining...
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Client Service Associate
2 weeks ago
Dallas, United States Stifel Financial Full timeDescription Summary Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for...
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Client Service Associate
4 weeks ago
Dallas, United States Stifel Financial Full timeSummary Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s)...
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Client Service Associate
4 weeks ago
Dallas, Texas, United States BankTalent HQ Full timeClient 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 banking center in Dallas, TX.Key Responsibilities:Process financial transactions accurately and efficiently, maintaining a high...
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Client Service Associate
1 month ago
Dallas, Texas, United States Amegy Bank Full timeClient Service AssociateAmegy Bank is seeking a dynamic and customer-focused individual to join our team as a Client Service Associate to service our clients and customers at our Love Field Banking Center in Dallas, TX.Key Responsibilities:Provide full-service banking by accurately processing all financial transactions in a timely manner within established...
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Client Service Associate
1 month ago
Dallas, Texas, United States Stifel Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will be responsible for providing exceptional customer service and administrative support to our clients and financial advisors.Key ResponsibilitiesAssist financial advisors with opening and...
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Client Service Associate
1 month ago
Dallas, Texas, 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 client services team, you will provide exceptional support to our Financial Advisors, ensuring seamless account opening and maintenance processes.Key ResponsibilitiesAssist Financial Advisors with client...
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Client Services Associate
2 weeks ago
Dallas, Texas, United States HFS Wealth Management Full timeJob SummaryWe are seeking a highly skilled Client Services Associate to join our team at HFS Wealth Management. This is a full-time on-site role in our Dallas, TX office, where you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Execute service requests with precision and attention to...