Senior Client Service Associate Lead
2 weeks ago
At BankTalent HQ, we're committed to creating a diverse and inclusive team that delivers exceptional customer service to our clients and customers. We're seeking a Senior Client Service Associate to join our team at our Holcombe-Greenbriar banking center in Houston, TX.
Key Responsibilities:- Mentor and coach Client Service Associates (Tellers) to ensure they're meeting their full potential.
- Monitor and coordinate scheduling and workflow to ensure seamless operations.
- Ensure Client Service Associates (Tellers) are in compliance with bank policies and procedures.
- Manage cash supply, order currency shipments, and verify money shipped to the banking center.
- Assist the Branch Service Manager and/or Branch Manager in daily operations.
- Deliver exceptional customer experiences and uncover opportunities to cross-sell bank products.
- Review banking center proof, Client Service Associates (Tellers) recap, and reporting.
- Resolve client concerns through direct action or referral to alternative resources.
- Adhere to security policies and maintain confidentiality of bank records and client information.
- Meet with the Branch Service Manager and/or Branch Manager daily to discuss progress.
- High school diploma or equivalent.
- 2+ 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.
- 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 needs.
- Strong attention to detail and time management.
- Proficient in basic computer skills.
At BankTalent HQ, we offer a comprehensive benefits package to support your health, well-being, and career growth. Our benefits include:
- Medical, Dental, and Vision Insurance - starting on 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.
-
Senior Client Service Associate Lead
2 days ago
Houston, Texas, United States BankTalent HQ Full timeJob Title: Senior Client Service Associate LeadWe are seeking a highly skilled and experienced Senior Client Service Associate Lead to join our team at BankTalent HQ. As a key member of our banking center, you will be responsible for providing exceptional customer service to our clients and customers.Key Responsibilities:Assist in mentoring and coaching...
-
Senior Client Service Associate
5 days ago
Houston, Texas, United States Linscomb & Williams Full timeJob Title: Senior Client Service AssociateAt Linscomb & Williams, we are seeking a highly skilled and experienced Senior Client Service Associate to join our team. As a key member of our Client Service team, you will be responsible for providing exceptional service to our clients, working closely with our Wealth Advisors and Operations teams to ensure...
-
Senior Client Service Associate
5 days ago
Houston, Texas, United States Cadence Bank Full timeSenior Client Service AssociateAt Cadence Bank, we are seeking a highly skilled and experienced Senior Client Service Associate to join our team. As a key member of our Client Service team, you will be responsible for providing exceptional service to our clients, working closely with our Wealth Advisors and Operations teams to ensure seamless client...
-
Senior Client Service Associate
1 month ago
Houston, Texas, United States BankTalent HQ Full timeAbout the Role:We are seeking a highly skilled and experienced Senior Client Service Associate to lead our team at BankTalent HQ. As a key member of our banking center, you will be responsible for providing exceptional customer service, mentoring and coaching junior team members, and ensuring compliance with bank policies and procedures.Key...
-
Senior Client Service Associate
3 weeks ago
Houston, Texas, United States Linscomb Wealth Full time{"Job Title": "Senior Client Service Associate", "Job Summary": "We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Linscomb Wealth. As a key member of our Client Service team, you will be responsible for providing exceptional service to our clients, working closely with our Wealth Advisors and Operations...
-
Senior Client Service Associate
4 weeks ago
Houston, Texas, United States Linscomb Wealth Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Linscomb Wealth. As a key member of our Client Service team, you will be responsible for providing exceptional service to our clients and ensuring that their needs are met in a timely and professional manner.Key ResponsibilitiesClient Service:...
-
Bilingual Client Service Associate
1 week ago
Houston, Texas, United States PNC Full timeJob DescriptionPNC is seeking a highly skilled and motivated Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients and advisors, ensuring that their needs are met and exceeded.Key Responsibilities:Provide sales, service, and execution support for new and...
-
Senior Tax Associate
4 weeks ago
Houston, Texas, United States Doeren Mayhew Full timeSenior Tax Associate OpportunityDoeren Mayhew, a leading public accounting and advisory firm, is seeking a highly skilled Senior Tax Associate to join our Houston, TX office. As a Senior Tax Associate, you will have the opportunity to work with a diverse range of clients across various industries, including manufacturing, construction, and real estate.Key...
-
Senior Associate, Business Tax Services
2 weeks ago
Houston, Texas, United States KPMG Full timeJob Title: Senior Associate, Business Tax ServicesAt KPMG, we are seeking a highly skilled Senior Associate to join our Business Tax Services team. As a Senior Associate, you will play a key role in providing tax compliance and advisory services to corporations and partnerships for a variety of clients from Fortune 100 to emerging...
-
Client Service Associate
2 weeks ago
Houston, Texas, United States BankTalent HQ Full timeJob Title: Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at BankTalent HQ. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients and customers at our financial center.Key Responsibilities:Provide full-service banking by accurately processing all...
-
Senior Director, Client Development Lead
6 days ago
Houston, Texas, United States RGP Full timeAbout the RoleWe are seeking a seasoned Senior Director, Client Development, to spearhead our client development efforts and drive revenue growth through strategic account management and business development initiatives.Key ResponsibilitiesDevelop and execute innovative account plans to achieve sales goals and drive revenue growthBuild and maintain strong...
-
Houston, Texas, United States HealthEcareers - Client Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Staff Registered Nurse to join our team in Gynecologic Oncology. As a key member of our healthcare team, you will provide exceptional patient care, lead clinical activities, and contribute to the development of our department.Key ResponsibilitiesProvide professional direct patient nursing care...
-
Client Service Associate
3 weeks ago
Houston, Texas, United States BankTalent HQ Full timeClient Service AssociateAt BankTalent HQ, we're committed to creating a diverse and inclusive team that delivers exceptional customer service to our clients and customers. We're seeking a part-time Client Service Associate to join our team at our I-10 Federal financial center in Houston, TX.Key Responsibilities:Provide full-service banking by accurately...
-
Senior Associate
5 days ago
Houston, Texas, United States Strategic Recruitment Solutions Full timeJob OpportunityWe are seeking a highly skilled Senior Associate to join our Financial Services practice, focusing on commercial and consumer banking cases.Key Requirements:4-6 years of experience in financial services litigationStrong academic credentials, preferably in the top 30% of classAbility to hit the ground running and support the teamThis is an...
-
Senior Associate, Business Tax Services
3 weeks ago
Houston, Texas, United States KPMG-UnitedStates Full timeSenior Associate, Business Tax ServicesKPMG is seeking a highly skilled Senior Associate to join our Business Tax Services practice. As a key member of our team, you will provide tax compliance and advisory services to corporations and partnerships, working closely with clients to understand their complex business needs and develop innovative tax...
-
Associate Client Manager
3 weeks ago
Houston, Texas, United States Hispanic Technology Executive Council Full timeUnlock Your Potential as an Associate Client ManagerAre you a sales professional looking to take your career to the next level? Do you have a passion for building strong relationships with clients and driving business growth? We're seeking an Associate Client Manager to join our Global Enterprise Sales team at World Wide Technology, a leading technology...
-
Audit Senior Associate
2 weeks ago
Houston, Texas, United States Calvetti Ferguson Full timeJob SummaryWe are seeking a highly skilled and experienced Audit Senior Associate to join our team at Calvetti Ferguson. As an Audit Senior Associate, you will play a key role in supporting the execution of audit fieldwork and ensuring that assigned tasks are conducted economically and per agreed client and Firm standards.Key ResponsibilitiesSupport the...
-
Client Service Associate
3 weeks ago
Houston, Texas, United States Insigneo Full timeThe Registered Client Associate plays a vital role in supporting the success of our financial advisors by providing exceptional operational and sales support.Key Responsibilities:Ensure compliance with regulatory guidelines by reviewing account opening documentation.Deliver sales and product information to existing and prospective clients, fostering strong...
-
Senior Tax Associate
2 weeks ago
Houston, Texas, United States We Are Tax Revolution Full time{"title": "Senior Tax Associate", "company": "We Are Tax Revolution", "location": "Galleria, Houston", "job_type": "Full-time", "salary": "Up to $130k", "bonus": "Commission bonus for bringing on new clients", "benefits": "Competitive compensation for high performers", "culture": "Strong work ethic, exceptional client services, high personal integrity,...
-
Client Services Associate
1 month ago
Houston, Texas, United States Felicia Olowu - State Farm Agent Full timeBecome a Vital Member of Our Insurance TeamAre you enthusiastic about assisting others and have a knack for guiding clients through their insurance choices? If this resonates with you, consider joining the team at Felicia Olowu - State Farm Agent.Key Responsibilities:Establish and nurture relationships with clients while providing continuous supportPerform...