Financial Center Service Associate

3 days ago

Dallas, Texas, United States Independent Bank (TX) Full time
Job Summary:

We are seeking a detail-oriented and customer-focused Financial Center Service Associate to join our team at Independent Financial. As a key member of our financial center, you will play a vital role in providing exceptional service to our clients and helping them achieve their financial goals.

Key Responsibilities:
  • Open and maintain various types of accounts, including checking, savings, CDs, and IRAs, as well as business accounts.
  • Process transactions, correspondence, and other services for new and existing accounts.
  • Develop and maintain strong relationships with customers by providing excellent service and addressing their needs in a timely and professional manner.
  • Participate in meeting financial center sales goals by cross-selling applicable financial products and services, referring customers to other lines of business, and participating in workplace banking events.
  • Perform duties of a Financial Center Teller, including balancing cash drawers, assisting with vault and ATM balancing, and providing various account services to customers.
  • May be required to lift, carry, or move heavy items, and must be able to lift up to 25 pounds.
  • May be required to sit or stand for long periods of time.
Requirements:
  • High school diploma or equivalent education certificate (GED).
  • Minimum of 6 months of experience in a sales and service environment involving cash handling and face-to-face customer service interaction.
  • Minimum of 6 months of new accounts experience (with a bank) required.
  • Strong organizational, interpersonal, communication, and customer relation skills.
Benefits:
  • Competitive starting pay rate of at least $19.50/hour.
  • Full-time employees are eligible for medical, dental, and vision insurance effective on the first of the month following date of hire.
  • Eligible for 401(k) with a 100% match of the first 6% of your contribution.

  • Financial Services Development Associate

    3 weeks ago

    Dallas, Texas, United States BOK Financial Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented individual to join our Accelerated Career Track program as a Financial Services Development Associate. This is an excellent opportunity for recent graduates or individuals looking to start their career in financial services to gain broad-based knowledge and skills in a dynamic and...

  • Financial Services Associate

    2 weeks ago

    Dallas, Texas, United States Financial Staffing Resources, Ltd. Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Teller/Member Service Representative to join our team at Financial Staffing Resources, Ltd.About the RoleProvide exceptional customer service to our members, ensuring a positive and efficient experience.Assist with various financial transactions, including account openings and closings.Support...

  • Operations Services Associate

    3 weeks ago

    Dallas, Texas, United States M Financial Group Full time

    About the RoleM Financial Group is a community of leaders comprising the best and brightest minds in the financial industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years.M's solutions are rooted in the diverse...

  • Client Service Associate

    2 days ago

    Dallas, Texas, United States Stifel Financial Full time

    Job 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...

  • Financial Planning Support Associate I

    4 days ago

    Dallas, Texas, United States Cetera Financial Group Full time

    About the RoleCetera Financial Group is seeking a highly skilled and detail-oriented Financial Planning Support Associate I to join our team. As a key member of our financial services team, you will play a critical role in supporting our Financial Planning Consultants (FPCs) and clients.Key ResponsibilitiesPrepare and review new account paperwork in a timely...

  • Financial Services Representative

    3 weeks ago

    Dallas, Texas, United States PR Financial Full time

    About PR FinancialPR Financial is a leading provider of insurance solutions, dedicated to helping individuals and businesses achieve their financial goals. We are seeking a highly motivated and experienced Insurance Sales Agent to join our team.Key ResponsibilitiesDevelop new business opportunities by identifying and pursuing potential clientsWork closely...

  • Litigation Associate

    3 weeks ago

    Dallas, Texas, United States McGuireWoods Full time

    About the RoleMcGuireWoods is seeking an experienced Associate Attorney to join its Financial Services & Securities Enforcement Department. As a key member of our team, you will be responsible for investigating, managing responses to complaints, managing discovery, drafting and arguing motions, taking depositions, and helping navigate cases through trial.Key...

  • Financial Services Litigation Associate

    1 week ago

    Dallas, Texas, United States LHH Full time

    Financial Services & Securities Enforcement AssociateAbout LHH:LHH is a leading law firm with a strong reputation for handling complex financial services litigation. Our team of experienced attorneys is dedicated to providing exceptional service to our clients.Job Summary:We are seeking a talented litigation associate to join our dynamic Financial Services &...

  • Financial Services Litigation Associate

    1 week ago

    Dallas, Texas, United States LHH Full time

    Financial Services & Securities Enforcement OpportunityAbout LHH:LHH is a leading law firm with a strong reputation for handling complex financial services litigation. Our team of experienced attorneys is dedicated to providing exceptional representation to our clients.Job Summary:We are seeking a talented litigation associate to join our dynamic Financial...

  • Financial Services Collector

    1 week ago

    Dallas, Texas, United States Stellantis Financial Services US Full time

    About Stellantis Financial ServicesWe are a leading provider of financial services for the automotive industry, with a strong focus on customer satisfaction and loyalty. Our team is dedicated to delivering exceptional service and support to our customers, and we are seeking a highly skilled and motivated individual to join our team as a Financial Services...

  • Client Service Specialist

    2 weeks ago

    Dallas, Texas, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled Client Service Specialist to join our team at BOK Financial. As a Client Service Specialist, you will play a critical role in providing exceptional service to our clients, ensuring that their needs are met and exceeded.Key ResponsibilitiesMaintain current client accounts, update registrations, and set up new...

  • Financial Services Consultant

    3 hours ago

    Dallas, Texas, United States Cetera Financial Group Full time

    About UsCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.What We OfferInclusive health, dental, vision, and life insurance plans built to...

  • Senior Financial Analyst

    1 week ago

    Dallas, Texas, United States Allworth Financial Full time

    About Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. With a direct approach to financial planning, we deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...

  • Senior Office Services Associate

    5 days ago

    Dallas, Texas, United States Cetera Financial Group Full time

    About the RoleCetera Financial Group is seeking a highly skilled and experienced Senior Office Services Associate to join our team. As a key member of our office services team, you will be responsible for ensuring the smooth operation of our office sites, providing exceptional support to our staff, and maintaining a safe and productive work environment.Key...

  • Senior Financial Analyst

    4 days ago

    Dallas, Texas, United States Allworth Financial Full time

    Senior Financial AnalystAt Allworth Financial, we're seeking a highly skilled Senior Financial Analyst to join our dynamic team. As a key member of our finance department, you'll play a pivotal role in driving our financial trajectory and contributing to our company's continued growth and success.Key Responsibilities:Deliver comprehensive financial and...

  • Financial Services Specialist

    1 day ago

    Dallas, Texas, United States Global Financial Impact - Lorraine Emperador Full time

    Unlock Your Potential as a Financial ProfessionalAre you passionate about empowering individuals to take control of their financial futures? Do you thrive in an entrepreneurial environment where your success is directly linked to your efforts? If so, we invite you to explore a career as a Financial Professional with Global Financial Impact - Lorraine...

  • Financial Services Associate

    4 weeks ago

    Dallas, Texas, United States Equitable Advisors Full time

    Unlock Your Potential with Equitable AdvisorsAre you eager to progress in the financial services sector? Our organization provides a distinctive #VP24 initiative aimed at accelerating your career trajectory. As a participant, you will gain:Targeted training workshopsMentorship from seasoned professionalsOpportunities for leadership growthAccess to virtual...

  • Financial Services Associate

    4 weeks ago

    Dallas, Texas, United States Equitable Advisors Full time

    Elevate Your Career with Equitable AdvisorsAre you eager to progress in the financial services sector? Equitable Advisors presents an exceptional #VP24 initiative aimed at accelerating your professional journey. As a participant, you will gain:Targeted training workshopsMentorship from seasoned professionalsOpportunities for leadership growthAccess to...

  • Operations Services Associate

    1 week ago

    Dallas, Texas, United States M Financial Group Full time

    About the RoleM Financial Group is a dynamic community of leaders who drive innovation and excellence in the financial industry. As a key member of our team, you will play a vital role in delivering exceptional client experiences and supporting the growth of our business.Key ResponsibilitiesProcess and manage client account requests, ensuring timely and...

  • Manager of Financial Reporting

    4 weeks ago

    Dallas, Texas, United States SNI Financial Full time

    Position Overview: SNI Financial is collaborating with a prominent Fortune 500 organization to recruit a Financial Reporting Manager. This role encompasses the responsibilities associated with the month-end and quarter-end closing processes, as well as aiding in the development of 10Q and 10K filings.Key Responsibilities:1. Oversee the month-end and...