The Client Service Associate (CSA) is the face of Independent Bank, providing friendly, efficient service to clients while learning basic banking transactions, terminology, accounts, products, and services. The role is similar to a traditional bank teller position and offers self-guided opportunities for career growth through the bank’s structured Retail Career Path, training, mentorship, and tools for professional development. The CSA assists clients with transactions and identifies solutions using Independent Bank products and services. The role also involves learning the framework of bank accounts, becoming skilled in different transaction types, and using available technology to perform daily tasks. The posting additionally describes career progression to Client Service Associate 2, Client Service Specialist, and Client Service Expert, with increasing banking knowledge, client relationship responsibilities, operational duties, and mentoring expectations.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED