Independent Bank Group

2 weeks ago

Part 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

Provide front-line retail banking service by assisting clients with transactions, explaining products and services, and opening new accounts. At higher levels, take consumer loan applications, handle advanced branch operations tasks, and demonstrate Independent Bank digital tools. Identify referral opportunities to specialists, maintain client communication, and participate in IB Edge Sales Management routines. Support a client-first experience through accurate, friendly service and ongoing learning within the bank’s retail career path.

Location: United States

Workplace: Onsite

Employment Type: Part time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Assist clients with transaction services, providing friendly and efficient solutions.
•Deliver financial solutions using Independent Bank products and services, and build understanding of client account frameworks.
•Demonstrate Independent Bank digital products and help clients navigate them.
•Identify client referral opportunities to appropriate team members and maintain ongoing client communication.
•At more advanced levels, take consumer loan applications and perform advanced branch operations tasks including vault/ATM duties, cash items, and debit/credit card disputes.

Pay and Benefits

Perks:Paid Leave

Key Requirements

•High school diploma or equivalent education is required.
•Outstanding client service skills.
•Adaptability to new ideas, processes, workflows, and systems.
•Ability to thrive in a fast-paced environment while maintaining accuracy, timeliness, and client focus.
•Excellent interpersonal, communication, and teamwork skills, including phone and email etiquette.

Experience:1+ yearsCommunity banking

Education:High School

Skills:Client serviceCommunicationInterpersonal skillsAdaptabilityTeamwork

Licenses:NMLS registration under the SAFE Act of 2008

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

Part 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: Part time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Assist clients with transaction services, providing friendly and efficient solutions.
•Deliver financial solutions using Independent Bank products and services, and build understanding of client account frameworks.
•Demonstrate Independent Bank digital products and help clients navigate them.
•Identify client referral opportunities to appropriate team members and maintain ongoing client communication.
•At more advanced levels, take consumer loan applications and perform advanced branch operations tasks including vault/ATM duties, cash items, and debit/credit card disputes.

Pay and Benefits

Perks:Paid Leave

Key Requirements

•High school diploma or equivalent education is required.
•Outstanding client service skills.
•Adaptability to new ideas, processes, workflows, and systems.
•Ability to thrive in a fast-paced environment while maintaining accuracy, timeliness, and client focus.
•Excellent interpersonal, communication, and teamwork skills, including phone and email etiquette.

Experience:1+ yearsCommunity banking

Education:High School

Skills:Client serviceCommunicationInterpersonal skillsAdaptabilityTeamwork

Licenses:NMLS registration under the SAFE Act of 2008

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