client service associate

Independent Bank

<div><h3 class="jobSectionHeader"><b>Be Proud, Be You, Be Independent!</b></h3>
<p>
Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At <b>Independent Bank</b>, our team lives our mission every day:</p>
<p><b>
Inspiring financial independence today, with tomorrow in mind. </b>We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our <b>Vision</b> is a future where clients approach their finances with confidence and clarity&mdash;and we believe that starts with the team who supports them.</p>
<p>
Our <b>Retail Career Path</b> was built to do just that&mdash;support <b>you</b>. Whether you're launching a new career in banking or looking to advance your current one, we offer a <b>structured, self-guided journey</b> designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need to advance&mdash;with the <b>flexibility to progress at your own pace</b> and increase your earning potential as you go.</p>
<p><b>Client Service Associate 1</b><br>
As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional &ldquo;bank teller&rdquo; role with self-guided growth opportunities.</p>
<ul>
<li><div><ul><li>Assist clients with transaction services and provide solutions in a friendly and efficient manner.</li>
<li>Deliver financial solutions to clients utilizing the Independent Bank products and services.</li>
<li>Gain an understanding of the basic framework of Independent Bank accounts.</li>
<li>Become skilled with regards to conducting different types of transactions for clients.</li>
<li>Utilize all available technology to perform daily tasks.</li></ul><br>
</div></li>
</ul><p><br>
<b>Client Service Associate 2</b><br>
As a Client Service Associate 2 (CSA2), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will continue to grow the knowledge, skills and abilities necessary to better service Independent Bank clients and offer appropriate products, services and solutions. This position is similar to a traditional &ldquo;bank teller&rdquo; role with self-guided growth opportunities.</p>
<ul>
<li><div><ul><li>Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.</li>
<li>Strengthen your understanding of the basic framework of Independent Bank business accounts.</li>
<li>Become proficient with regards to conducting different types of transactions for clients.</li>
<li>Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.</li>
<li>Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.</li>
<li>Identify client referral opportunities to appropriate team members.</li>
<li>1+ years of community banking experience.</li>
<li>Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.</li>
<li>Ability to have meaningful financial conversations with clients during all interactions.</li>
<li>Maintain ongoing communication with clients following internal processes and procedures.</li>
<li>Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.</li></ul><br>
</div></li>
</ul><p><br>
<b>Client Service Specialist</b><br>
As a Client Service Specialist (CSS), you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired from previous banking and customer service roles to better serve Independent Bank clients and offer appropriate products, services and solutions. This position is similar to the traditional &ldquo;lead teller&rdquo; or &ldquo;personal banker&rdquo; role with self-guided growth opportunities.</p>
<ul>
<li><div><ul><li>Assist clients with transaction services and provide solutions in a friendly and efficient manner.</li>
<li>Exemplify professional knowledge on the framework of Independent Bank business accounts.</li>
<li>Recognize opportunities to meet client needs with Independent Bank products and services, as well as offering appropriate solutions.</li>
<li>Identify client referral opportunities to appropriate team members.</li>
<li>Take consumer loan applications in response to client inquiries.</li>
<li>Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.</li>
<li>Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.</li>
<li>Advanced proficiency with Independent Bank products and services.</li>
<li>Accountable for participating in IB Edge Sales Management routines such as roadmaps and check-ins.</li>
<li>2+ years of community banking experience or high level customer service and cash handling experience.</li>
<li>Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.</li>
<li>Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.</li>
<li>Maintain ongoing communication with clients following internal processes and procedures.</li>
<li>Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.</li></ul><br>
</div></li>
</ul><p><br>
<b>Client Service Expert</b><br>
As a Client Service Expert (CSE) you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired in previous positions and will serve as a mentor and instructor for other team members in advancing their skills. This position is a step above a traditional, more experienced &ldquo;lead teller&rdquo; or &ldquo;personal banker&rdquo; role with self-guided growth opportunities.</p>
<ul>
<li><div><ul><li>Assist clients with transaction services and provide solutions in a friendly and efficient manner.</li>
<li>Exemplify professional knowledge on the framework of Independent Bank business accounts.</li>
<li>Demonstrated ability to make personal connections, engage and educate clients, ask open-ended questions, and listen in order to establish trust and build lasting relationships.</li>
<li>Take consumer loan applications in response to client inquiries, as well as originate and close consumer loans.</li>
<li>Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.</li>
<li>Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.</li>
<li>Advanced proficiency with Independent Bank products and services.</li>
<li>Accountable for preparation of, and participation in, IB Edge Sales Management routines.</li>
<li>Possess the drive, initiative and knowledge to provide financial options for clients using a consultative approach.</li>
<li>Partner with specialists (Financial Advisors, Mortgage Originators, Commercial Lenders, etc.) to connect clients with experts who can assist with specialized needs.</li>
<li>3+ years of community banking experience</li>
<li>NMLS registration under the SAFE Act of 2008.</li>
<li>Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.</li>
<li>Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.</li>
<li>Maintain ongoing communication with clients following internal processes and procedures.</li>
<li>Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.</li>
<li>Seek out leadership opportunities and develop skills necessary to be a successful leader such as coaching, having difficult conversations, community involvement and change management.</li></ul><br>
</div></li>
</ul><p><br>
<b>Why You Should Apply:</b></p>
<ul>
<li>Competitive hourly pay and great benefits.</li>
<li>Accommodating and flexible paid time off.</li>
<li>A knowledgeable, goal-driven, and exciting team of colleagues.</li>
<li>Numerous advancement opportunities with structured, personalized career paths and mentoring.</li>
<li>Exposure to different areas of banking and the ability to work with leaders within the industry.</li>
<li>Extensive training on all areas and aspects of the banking field to help you reach your highest potential.</li>
<li>Community-focused events and volunteer opportunities.</li></ul><br>
<p><br>
<b>What We&rsquo;re Looking For:</b></p>
<ul>
<li>High school diploma or equivalent education is required.</li>
<li>Outstanding client service skills.</li>
<li>Cash handling experience is preferred, but it is not required as we provide ample training.</li>
<li>The ability to adapt and adjust to new ideas, processes, workflows, and systems.</li>
<li>Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus.</li>
<li>Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team.</li>
<li>A strong desire to be a part of the Independent Bank family while contributing to our growth and success.</li></ul><br>
<p><br>
This is an exciting step in a journey to creating a fulfilling and rewarding career at Independent Bank. We are excited to have you join our team!</p>
<p><b>
Be Proud. Be YOU. Be Independent!</b></p><p>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</p></div>

Part Time Client Service Associate

Integrity Marketing Group

<p></p><div><p><b>About Gladstone Wealth Partners</b></p><p>
As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. Gladstone is based in Boca Raton, Florida and hosts most operations functions in Bedminster, NJ; and is a proud member of the Integrity Family of Companies.</p><p></p><p><b>
Job Summary</b></p><p>
The Client Service Associate provides exceptional operational and administrative support to Financial Advisors within the Gladstone network. Responsibilities include, but are not limited to, account establishment, account maintenance, account transfers, money movement, client reporting, resolving notifications, and marketing submission.</p><p></p><p><b>
Primary Responsibilities:</b></p><ul><li><p>
Coordinate client meetings, assist advisors(s) with meeting preparation and participate in client meetings as necessary</p></li><li><p>
Communicate with clients in a professional and friendly manner; build and nurture the client relationship</p></li><li><p>
Provide superior customer service by handling all incoming client requests quickly and correctly</p></li><li><p>
Prepare any appointment documentation, review, and mailing materials requested by the advisor</p></li><li><p>
Monitor client account activity, research and resolve issues, and follow-through to ensure client&rsquo;s needs are met</p></li><li><p>
Prepare and review all new account paperwork to ensure that documents are fully complete, conform to processing guidelines and are accurate</p></li><li><p>
Provide a functional overview to clients for initial online account access</p></li><li><p>
Monitor and initiate action on daily custodial alerts and assigned tasks</p></li><li><p>
Verify accounts are traded into the correct model and provide trade assistance as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected</p></li><li><p>
Create, maintain, and track an RMD list utilizing internal and custodian solutions</p></li><li><p>
Make proactive use of technology to streamline client interactions</p></li><li><p>
Document key client milestones and/or important data into systems that will assist in future client interactions</p></li><li><p>
Identify problems in a timely manner while complying with standard resolution policy, the established corporate process, and regulatory procedures</p></li><li><p>
Must be able to prioritize work related to client assets and determine the next course of action</p></li><li><p>
Maintain risk awareness and compliance with all corporate and regulatory standards</p></li><li><p>
Comply with all continuing educational requirements</p></li><li><p>
Support the firm&rsquo;s initiatives, assist with any company-wide projects or activities, and attend functions as needed</p></li></ul><p></p><p><b>
Primary Skills &amp; Requirements:</b></p><ul><li><p>
Minimum of 3+ years of financial services industry experience; preferably in a broker/dealer or registered investment advisor environment</p></li><li><p>
Bachelor&rsquo;s degree preferred</p></li><li><p>
Must be detail-oriented; must possess strong analytical, organizational, and problem-solving skills</p></li><li><p>
Excellent oral and written communication skills</p></li><li><p>
Outstanding interpersonal skills with the ability to build and foster relationships</p></li><li><p>
Able to adapt to changes in the work environment, manage competing demands and work with frequent change, delays or unexpected events</p></li><li><p>
Must be proficient with Windows-based technology and Microsoft Office</p></li><li><p>
Critical thinking, attention to detail, and multi-tasking skills required</p></li><li><p>
Position requires a high level of confidentiality</p></li><li><p>
Excellent communication and interpersonal skills</p></li><li><p>
Excellent organizational skills</p></li><li><p>
Experience with various CRM applications; such as Redtail or MS Dynamics preferred</p></li><li><p>
Self-directed and able to work within a team environment to complete critical projects with other departments within the firm</p></li><li><p>
Series 7, 63, 65 or 66 licenses are preferred, but not required</p></li></ul><p></p><p><b>
About Integrity</b></p><p><b>
Integrity</b> is one of the nation&rsquo;s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. <b>Integrity</b> is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.</p><p></p><p><b>
Integrity</b> offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At<b> Integrity,</b> you can start a new career path at company you&rsquo;ll love, and we&rsquo;ll love you back. We&rsquo;re proud of the work we do and the culture we&rsquo;ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.</p><p></p><p>
Headquartered in Dallas, Texas, <b>Integrity</b> is committed to meeting Americans wherever they are &mdash; in person, over the phone or online. <b>Integrity&rsquo;s</b> employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.</p><p></p><p><i>
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.</i></p></div>

Client Service Associate (CSA)

Vectra Bank

At Vectra Bank, we’re proud to serve the Rocky Mountain region with the strength of a large financial institution and the personal touch of a community bank. Recognized as a Top Workplace, we combine deep resources with attentive, relationship‑driven service to support families, businesses, and the communities we call home.
<br><br>
We’re committed to creating a great place to build a career, welcoming employees whose talent, drive, and diverse perspectives help us deliver custom financial solutions. With day‑one benefits, ample growth opportunities, and a culture centered on listening, collaboration, and care, Vectra Bank is a place to grow, thrive, and make a meaningful impact. We believe we are Big enough to count and small enough to care.
<br><br>
With benefits starting on day one, over 11 bank holidays, and a company committed to career growth and advancement, we are dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless – come for a job, stay for a career.
<br><br>
We are looking for a part-time Client Service Associate (Teller) to provide top notch customer service to our clients and customers at our Thornton branch . If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
<br><br>
Looking for individuals available Monday - Saturday
<br><br>
<b>Essential Functions:</b><br>
Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. Resolves clients' problems either through direct personal action or referral to alternative branch or bank resources. Identifies and maximizes cross-sell banks opportunities through exploring needs. Other duties as assigned.
<br><br>
<b>Qualifications:</b><br>
Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience.
<br>Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking.
<br>Must have solid balancing and customer service skills. Ability to cross-sell bank products based on clients' needs.
<br><br>
<b>Benefits:</b> Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products
<br><br>
This position is eligible to earn a base salary in the range of $20.00– $22.50 hourly depending on job-related factors such as level of experience and location.

Client Service Associate (Teller) 20 hours - Thornton, CO

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<div><div>At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
<br>
<br>
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions &ndash; helping clients achieve their financial goals.
<br>
<br>
<b>Job Responsibilities
</b></div><div><ul><li>Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.</li>
<li>Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.</li>
<li>Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.</li>
<li>Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions &ndash; partnering with other branch team members to help achieve their financial goals.</li>
<li>Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.</li>
</ul></div><div><b>Required Qualifications, Capabilities, and Skills</b>
</div><div><ul><li>Ability to put clients first and exceed their expectations &ndash; delivering attentive and friendly service, creating a welcoming environment.
</li><li>Ability to build trusted relationships &ndash; demonstrating genuine care and concern during interactions with clients.</li>
<li>Ability to engage clients &ndash; communicating clearly and politely to understand and help, anticipating client needs.</li>
<li>Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing a consistent client experience.
</li><li>Ability to elevate the client experience &ndash; working collaboratively as a team to deliver seamless service with care and sincerity.</li>
<li>Ability to quickly and accurately learn products, services, and procedures.</li>
<li>Client service experience or comparable experience.</li>
<li>High school diploma or GED equivalent.</li>
</ul></div><div><b>Preferred Qualifications, Capabilities, and Skills</b>
</div><div><ul><li>Strong desire and ability to influence, educate, and connect customers to technology solutions.</li>
<li>Cash handling experience.</li>
</ul></div></div><div><div><div><p>FEDERAL DEPOSIT INSURANCE ACT:<br>
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer
<br>
for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial
<br>
diversions or program entries.</p>
</div></div></div><b>ABOUT US</b><br>
<br>
<br>
<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
<br>
<div>Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.<br>
</div><div></div><br>
<div>Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Part Time (30 hours) Associate Banker, Incline Village Branch, Incline Village, NV

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<div>At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.<br>
</div><div></div><br>
<div>As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts &ndash; helping clients achieve their financial goals.<br>
</div><div></div><br>
<div><b>Job Responsibilities</b>
</div><div><div><ul><li>Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.</li>
<li>Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.</li>
<li>Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.</li>
<li>Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions &ndash; introducing them to our team of experts to help achieve their financial goals.</li>
<li>Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.</li>
</ul><div><b>Required Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Ability to put clients first and exceed their expectations &ndash; delivering attentive and friendly service, creating a welcoming environment.
</li><li>Ability to build trusted relationships &ndash; demonstrating genuine care and concern during interactions with clients.</li>
<li>Ability to engage clients &ndash; communicating clearly and politely to understand and help, anticipating client needs.</li>
<li>Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing a consistent client experience.
</li><li>Ability to elevate the client experience &ndash; working collaboratively as a team to deliver seamless service with care and sincerity.</li>
<li>Ability to quickly and accurately learn products, services, and procedures.</li>
<li>Client service experience or comparable experience.</li>
<li>High school diploma or GED equivalent.</li>
</ul><div><b>Preferred Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Strong desire and ability to influence, educate, and connect customers to technology solutions.</li>
<li>Cash handling experience.</li>
</ul><p>FEDERAL DEPOSIT INSURANCE ACT:
</p><p>This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.</p>
</div></div></div></div></div></div><div></div><b>ABOUT US</b><br>
<br>
<br>
<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
<br>
<div>Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.<br>
</div><div></div><br>
<div>Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Part Time Associate Banker Manhattan Beach (30 hours)

I Zakarin and Sons

<p><b>Job Summary</b></p><p>We are seeking a dynamic and enthusiastic Customer Service Associate to join our team! In this role, you will be the frontline ambassador for our company, delivering exceptional support and service to our valued clients. Your energy, communication skills, and problem-solving abilities will help foster positive relationships, resolve inquiries efficiently, and ensure a seamless customer experience. This paid position offers an exciting opportunity to develop your skills in client services, sales, and technical support within a fast-paced environment. If you thrive on helping others and enjoy engaging with diverse audiences, this is the perfect role for you!</p><p><b>Responsibilities</b></p><ul><li>Provide outstanding customer support via phone, email, and chat channels, ensuring prompt and professional responses to inquiries.</li><li>Assist clients with product information, order processing, billing questions, and troubleshooting issues.</li><li>Conduct outbound calling campaigns to follow up with customers, gather feedback, or promote new products and services.</li><li>Maintain accurate records of customer interactions through data entry in our customer relationship management (CRM) system.</li><li>Utilize Microsoft Office tools to document conversations, prepare reports, and manage client data efficiently.</li><li>Demonstrate excellent phone etiquette and communication skills to build rapport with clients from diverse backgrounds.</li><li>Collaborate with team members to resolve complex customer service problems swiftly and effectively.</li><li>Support sales initiatives by identifying opportunities for upselling or cross-selling relevant products or services.</li><li>Prioritize organizational tasks to ensure timely follow-up and maintain high levels of customer satisfaction.</li></ul><p><b>Qualifications</b></p><ul><li>Proven experience in customer service or call center environments preferred; strong phone communication skills required.</li><li>Proficiency in Microsoft Office applications such as Word, Excel, and Outlook; technical proficiency is a plus.</li><li>Excellent written and verbal communication skills in English; bilingual skills are an advantage.</li><li>Strong organizational skills with attention to detail for accurate data entry and record keeping.</li><li>Demonstrated ability to solve customer problems with patience and professionalism.</li><li>Experience in sales or client services is beneficial; familiarity with outbound calling strategies is preferred.</li><li>Ability to handle multiple tasks efficiently while maintaining a positive attitude under pressure.</li></ul><p>Join us as a Customer Service Associate where your enthusiasm makes a difference! We value energetic team players who are committed to delivering exceptional service while growing their professional skills in a supportive environment. This paid position offers meaningful work that directly impacts our clients&rsquo; experiences&mdash;apply today!</p><p>Pay: $18.00 - $22.00 per hour</p><p>Work Location: In person</p>

Customer Service Associate

Triumph Financial

<div><p><b>Join TBK Bank!</b></p><p></p><p>
At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.</p><p></p><p><b>
Triumph Financial, Inc. (NASDAQ: TFIN),</b> is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.</p><p></p><h1 class="jobSectionHeader"><b>
Summary</b></h1><p>
Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.</p><p></p><h1 class="jobSectionHeader"><b>
Job Description</b></h1><p>
The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank&rsquo;s policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.</p><p></p><h1 class="jobSectionHeader"><b>
Team Culture</b></h1><p>
At Triumph Financial, we are a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this, we&rsquo;re &ldquo;Helping People Triumph.&rdquo;</p><p>
Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.</p><p></p><h1 class="jobSectionHeader"><b>
How You'll Spend Your Time</b></h1><ul><li><p>
Profile new and existing customers, suggesting tailored products/services.</p></li><li><p>
Provide exceptional customer service, exceeding expectations.</p></li><li><p>
Open new accounts, ensuring accuracy and timely documentation.</p></li><li><p>
Assist with Stop Payments, Debit Card Orders, and more.</p></li><li><p>
Take initiative to resolve customer issues and provide prompt feedback.</p></li><li><p>
Help maintain customer goodwill and contribute to branch goals.</p></li><li><p>
Professionally refer customers to various bank departments.</p></li><li><p>
Safeguard customer info, adhere to regulations, and maintain security.</p></li><li><p>
Process transactions while maintaining accurate records.</p></li><li><p>
Contribute to local community and bank-sponsored events.</p></li></ul><p></p><h1 class="jobSectionHeader"><b>
Education &amp; Experience Requirements</b></h1><p>
The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross-selling experience.</p><p></p><p><b>
Apply now</b> and seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!</p><p></p><p><i>
Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.</i></p><p></p><p><b>
Compensation Range</b></p><p></p>
Hourly: $16.54 - $22.67<p></p><p><b>
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.</b></p><p></p><h2 class="jobSectionHeader"><b>
Go on. Do it. Apply Today!</b></h2></div>

Client Services Associate

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