About The Position

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.

Requirements

  • High school diploma or equivalent education.
  • Outstanding client service skills.
  • Ability to adapt and adjust to new ideas, processes, workflows, and systems.
  • Ability to thrive in a fast-paced, rapidly changing environment while maintaining accuracy, timeliness, and client focus.
  • Excellent interpersonal, presentation, and communication skills, including verbal and non-verbal communication, email and phone etiquette, and the ability to work cohesively as part of a team.
  • Strong desire to contribute to Independent Bank’s growth and success.

Nice To Haves

  • Cash handling experience is preferred, but not required; training is provided.

Responsibilities

  • Assist clients with transaction services and provide solutions in a friendly and efficient manner.
  • Deliver financial solutions to clients using Independent Bank products and services.
  • Learn the basic framework of Independent Bank accounts.
  • Become skilled in conducting different types of client transactions.
  • Use available technology to perform daily tasks.

Benefits

  • Competitive hourly pay and great benefits.
  • Accommodating and flexible paid time off.
  • Structured, personalized career paths and mentoring, with numerous advancement opportunities.
  • Exposure to different areas of banking and opportunities to work with industry leaders.
  • Extensive training across the banking field.
  • Community-focused events and volunteer opportunities.
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