Independent Bank Group

2 weeks ago

Full Time Client Service Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Serve as the face of the bank by assisting clients with daily transactions, delivering financial solutions using Independent Bank products and services, and building relationships. Grow through Independent Bank’s structured Retail Career Path while gaining proficiency with digital products, opening new accounts, and supporting client referrals. In higher levels, you may take consumer loan applications and handle advanced branch operations such as vault, ATM duties, card disputes, and wire transfers.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Entry level

Key Responsibilities

•Assist clients with transaction services and provide solutions in a friendly and efficient manner.
•Deliver financial solutions using Independent Bank products and services and explain the basic framework of client accounts.
•Develop product knowledge, demonstrate digital products and services, and help clients navigate digital offerings.
•Open new accounts, increase client relationships, and identify referral opportunities to appropriate team members.
•For higher levels, take consumer loan applications and perform advanced branch operations tasks such as vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards, and wire transfers.

Pay and Benefits

Perks:Paid Leave

Key Requirements

•High school diploma or equivalent education is required.
•Outstanding client service skills.
•Cash handling experience is preferred (training is provided).
•Ability to adapt to new ideas, processes, workflows, and systems.
•Excellent interpersonal, presentation, and communication skills with strong email and phone etiquette.

Experience:Community banking

Education:High School

Skills:Client serviceCommunicationInterpersonal skillsAdaptabilityTeamwork

Licenses:NMLS registration

Tech Stack:IB Edge Sales Management

Company Brief

Independent Bank Group

Bank holding company operating community banking services through Independent Bank. Offers commercial and consumer banking, mortgage, treasury management, and wealth services primarily in Texas and Colorado.

Industry: Banking

Company Size: Large (251 to 1,000 employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: McKinney, United States

Founded: 2002

Website LinkedIn

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Independent Bank Group

2 weeks ago

Full Time Client Service Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Entry level

Key Responsibilities

•Assist clients with transaction services and provide solutions in a friendly and efficient manner.
•Deliver financial solutions using Independent Bank products and services and explain the basic framework of client accounts.
•Develop product knowledge, demonstrate digital products and services, and help clients navigate digital offerings.
•Open new accounts, increase client relationships, and identify referral opportunities to appropriate team members.
•For higher levels, take consumer loan applications and perform advanced branch operations tasks such as vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards, and wire transfers.

Pay and Benefits

Perks:Paid Leave

Key Requirements

•High school diploma or equivalent education is required.
•Outstanding client service skills.
•Cash handling experience is preferred (training is provided).
•Ability to adapt to new ideas, processes, workflows, and systems.
•Excellent interpersonal, presentation, and communication skills with strong email and phone etiquette.

Experience:Community banking

Education:High School

Skills:Client serviceCommunicationInterpersonal skillsAdaptabilityTeamwork

Licenses:NMLS registration

Tech Stack:IB Edge Sales Management

Company Brief

Independent Bank Group

Industry: Banking

Company Size: Large (251 to 1,000 employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: McKinney, United States

Founded: 2002

Website LinkedIn