Current jobs related to Client Relationship Specialist I - Marble Falls - First United Bank & Trust

  • Client Relationship Associate

    2 months ago

    Menomonee Falls, United States Allspring Global Investments Full time

    Description Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and...

  • Client Relationship Associate

    3 weeks ago

    Menomonee Falls, United States Allspring Global Investments Full time

    Description Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and...

  • Client Relationship Associate

    2 weeks ago

    Menomonee Falls, United States Allspring Global Investments Full time

    Description Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and...

  • Private Banking Officer I

    1 week ago

    Marble Falls, Texas, United States Frost Bank Full time

    Job Title: Private Banking Officer IAbout the Role:As a Private Banking Officer I at Frost Bank, you will play a crucial role in helping customers manage their financial lives. You will work closely with a team to develop tailored plans based on customers' needs and goals. Your primary responsibility will be to develop, manage, retain, and expand client...

  • Client Relationship Associate

    1 month ago

    Menomonee Falls, Wisconsin, United States Allspring Full time

    About AllspringAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.Job SummaryWe are seeking an Institutional Client Relationship...

  • Private Banking Officer I

    3 weeks ago

    Marble Falls, Texas, United States Frost Bank Full time

    About the RoleWe are seeking a highly skilled and motivated Private Banking Officer I to join our team at Frost Bank. As a Private Banking Officer I, you will play a critical role in helping our clients manage their financial lives and achieve their long-term goals.Key ResponsibilitiesDevelop and manage relationships with high net worth individuals and...

  • Client Relationship Manager

    2 weeks ago

    Wappingers Falls, New York, United States FastSigns Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Client Relationship Specialist. In this role, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesEducate customers on our...

  • Client Relationship Manager

    4 weeks ago

    Wappingers Falls, New York, United States FastSigns Full time

    About the RoleWe are seeking a highly motivated and results-driven Client Relationship Specialist to join our team at FASTSIGNS. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving sales growth.Key ResponsibilitiesEducate customers...

  • Client Relationship Associate

    2 months ago

    Menomonee Falls, United States Allspring Full time

    Elevate Your Career Work where your ideas have impactCOMPANY Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive...

  • Private Banking Officer I

    1 month ago

    Marble Falls, Texas, United States Frost Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Private Banking Officer I to join our team at Frost Bank. As a key member of our private banking team, you will be responsible for developing and managing relationships with affluent clients, providing exceptional financial advice, and identifying opportunities to grow our business.Key...

  • Client Relationship Specialist

    6 months ago

    Wappingers Falls, United States FastSigns Full time

    Do you enjoy working with people you can trust; people who have an exceptional work ethic and strive for common goals? Would you be willing to take the initiative and multitask at a moments notice? Are you a good listener and capable of engaging in healthy discussions when problem-solving? If you answered yes to any of these questions then you should come...

  • Client Relationship Associate

    3 weeks ago

    Menomonee Falls, United States Allspring Full time

    Elevate Your Career Work where your ideas have impactCOMPANY Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive...

  • Client Relationship Associate

    2 weeks ago

    Menomonee Falls, United States Allspring Full time

    Elevate Your Career Work where your ideas have impactCOMPANY Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive...

  • Institutional Client Relationship Associate

    4 days ago

    Menomonee Falls, Wisconsin, United States Allspring Full time

    About the RoleWe are seeking an experienced Institutional Client Relationship Associate to join our Institutional Client Group (ICG) Central Region. As a key member of our client-facing team, you will provide critical support to our Client Relationship Directors and clients/prospects, focusing on sales and prospecting, client and prospect-related projects,...

  • Institutional Client Relationship Associate

    1 week ago

    Menomonee Falls, Wisconsin, United States Allspring Full time

    About the RoleWe are seeking an Institutional Client Relationship Associate to join our Institutional Client Group (ICG) Central Region. As a key member of our team, you will support our client-facing team of Client Relationship Directors and clients/prospects they serve, with key functions and goals related to sales and prospecting, client and...

  • Institutional Client Relationship Associate

    2 months ago

    Menomonee Falls, Wisconsin, United States Allspring Full time

    About AllspringAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.Job SummaryWe have an opening for an Institutional Client...

  • Institutional Client Relationship Associate

    2 weeks ago

    Menomonee Falls, Wisconsin, United States Allspring Full time

    About AllspringAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.Job SummaryWe are seeking an Institutional Client Relationship...

  • Private Banking Officer I

    3 months ago

    Marble Falls, United States Frost Bank Full time

    Job Description It's about caring for the generations ahead. Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice? At Frost, it's about more than a job. It's about...

  • Client Relationship Manager

    1 month ago

    Sioux Falls, South Dakota, United States The Goal Family of Companies Full time

    Job DescriptionThe Client Relationship Manager will be responsible for managing client relationships, coordinating meetings, and ensuring client satisfaction. This role will also involve identifying growth opportunities and providing feedback to senior management to improve the overall client relationship and success of both organizations.Key...

  • Client Relationship Liaison

    2 months ago

    Wichita Falls, Texas, United States ProHome Full time

    About the RoleWe are seeking a highly skilled Client Relationship Coordinator to join our team at ProHome. As a Client Relationship Coordinator, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesServe as the primary point of contact for a group of homeowners,...

Client Relationship Specialist I

2 months ago

Marble Falls, United States First United Bank & Trust Full time

Position Overview

Are you someone who treats every client as if they are a family member? Do you possess the ability to see the bigger picture while prioritizing effectively? If you excel at building positive and trustworthy connections with others, we want to hear from you.

At First United Bank & Trust, we are dedicated to fostering a culture of care within the communities we serve. Our commitment is to cultivate lifelong, multigenerational relationships while utilizing our collective talents to enhance our community, one customer at a time. We aim to educate, empower, and inspire individuals to achieve their highest potential and greatest success. The ideal candidates will share this passion and inspire their teams to serve others, whether they are customers, colleagues, or community members.

Key Responsibilities:

  • Act as the primary point of contact for clients, understanding their needs and aligning them with our products and services.
  • Mentor team members to ensure they also provide exceptional service and build strong customer relationships.
  • Maintain a thorough understanding of all products, services, and regulatory standards relevant to the role.
  • Meet and exceed performance goals while actively participating in sales initiatives.
  • Engage in community events and customer appreciation activities as directed.
  • Provide excellent customer service by greeting clients warmly and addressing their inquiries efficiently.
  • Open new accounts and assist clients with various banking services and transactions.
  • Resolve customer complaints and issues proactively, ensuring a positive experience.

What We Offer:

  • A supportive culture that prioritizes faith, financial well-being, personal growth, and wellness.
  • Opportunities to make a meaningful impact in the lives of others through community engagement.
  • Career development opportunities that encourage personal and professional growth.
  • Comprehensive benefits, including 401(k) matching contributions.
  • Wellness programs with incentives and reimbursement options for fitness memberships.
  • Educational assistance and reimbursement programs.

At First United Bank & Trust, our mission is to inspire and empower individuals to manage their lives wisely.

Qualifications:

  • High School Diploma preferred; some college education is a plus.
  • Retail experience is preferred, along with cash handling skills.
  • Exceptional customer service abilities are essential.
  • Strong mathematical skills for problem-solving.
  • Ability to communicate effectively, both verbally and in writing.
  • Time management skills and the ability to work independently.
  • Good judgment and decision-making capabilities.
  • Critical thinking skills to identify solutions and approaches to challenges.
  • Ability to multitask and maintain professionalism.
  • Active listening skills to assist customers effectively.

Join us in our mission to make a difference in the lives of our customers and communities.