Independent Bank Group

5 days 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: 15 hours agoStatus: Live

Job Summary

Serve as the face of the bank in a part-time retail banking role, helping clients with transactions and financial needs through Independent Bank products and services. Across CSA, CSA2, and specialist levels, you’ll learn account basics, conduct different transaction types, support clients with digital product navigation, and identify referral opportunities. Advanced roles also include consumer loan applications, branch operational duties, and participating in IB Edge Sales Management routines.

Location: United States

Workplace: Onsite

Employment Type: Part time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Entry level

Key Responsibilities

•Assist clients with transaction services and provide solutions in a friendly, efficient manner.
•Deliver financial solutions using Independent Bank products and services while building client relationships.
•Learn and apply the framework of Independent Bank accounts and conduct different transaction types.
•Demonstrate Independent Bank digital products and help clients navigate them.
•Identify client referral opportunities; in advanced roles, take consumer loan applications and perform branch operations tasks (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.
•Cash handling experience is preferred, and strong transaction accuracy is expected.
•Ability to adapt to new ideas, processes, workflows, and systems.
•Excellent interpersonal, presentation, and communication skills (including phone and email etiquette).

Experience:Community bankingCustomer serviceCash handling

Education:High School

Skills:Customer serviceCommunicationInterpersonal skillsAdaptabilityTeam collaboration

Licenses:NMLS registration under the SAFE Act of 2008

Tech Stack:Independent Bank digital productsIB 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

5 days 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: 15 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Part time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Entry level

Key Responsibilities

•Assist clients with transaction services and provide solutions in a friendly, efficient manner.
•Deliver financial solutions using Independent Bank products and services while building client relationships.
•Learn and apply the framework of Independent Bank accounts and conduct different transaction types.
•Demonstrate Independent Bank digital products and help clients navigate them.
•Identify client referral opportunities; in advanced roles, take consumer loan applications and perform branch operations tasks (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.
•Cash handling experience is preferred, and strong transaction accuracy is expected.
•Ability to adapt to new ideas, processes, workflows, and systems.
•Excellent interpersonal, presentation, and communication skills (including phone and email etiquette).

Experience:Community bankingCustomer serviceCash handling

Education:High School

Skills:Customer serviceCommunicationInterpersonal skillsAdaptabilityTeam collaboration

Licenses:NMLS registration under the SAFE Act of 2008

Tech Stack:Independent Bank digital productsIB 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