client services associate

Monet Bank

<div>
 
 About Monet Bank
 
 
 
 Monet Bank is pioneering the future of banking and money movement &mdash; faster, more efficient, and built for the modern financial ecosystem.
 
 
 As a profitable, well-capitalized Texas state-chartered bank and FDIC-insured institution &mdash; backed by the full faith and credit of the U.S. Government &mdash; Monet combines the strength and stability of traditional banking with forward-thinking financial technology innovation.
 
 
 We recognize inefficiencies in legacy financial and payment systems and are building a strong team to challenge assumptions and pursue smarter, more scalable solutions. Our focus is on modern banking services that help businesses optimize operations, support fintech companies in scaling responsibly, and enable technology platforms to embed seamless financial capabilities.
 
 
 If you are motivated by building secure, intentional, and future-ready banking infrastructure, we invite you to explore opportunities with Monet Bank.
 
 
 Our
 
 Client Services Associates
 
 play a pivotal role in that mission. As the frontline ambassador for our clients, this role serves as a trusted expert and primary point of contact for some of Monet Bank&rsquo;s most valued customers, delivering exceptional support across traditional banking products and an expanding suite of digital financial services.
 
 
 This position combines high-touch client service, thoughtful problem-solving, and cross-functional coordination to ensure a seamless customer experience in an increasingly digital-first environment. We are seeking a polished and proactive professional who brings strong client-centric expertise, exceptional communication skills, and the ability to navigate complex service situations with professionalism, empathy, and sound judgment. The ideal candidate thrives in a fast-paced setting, embraces innovation, and is committed to elevating the Monet Bank customer experience.
 
 
 
 Essential Job Duties &amp; Responsibilities
 
 (Include but are not limited to):
 
 
 
 Client Support &amp; Relationship Management
 
 
 
 <ul>
 <li>
 Serve as the primary point of contact for customers through phone, email, and chat, delivering timely, consultative guidance on retail banking products including CDs, MMAs, high-yield savings, and online account onboarding.
 </li>
 <li>
 Support customers with digital access issues including authentication challenges, login support, and administrative requests within digital banking channels.
 </li>
 <li>
 Provide concierge-level guidance through online account opening, funding, and onboarding processes.
 </li>
 <li>
 Uphold Monet Bank&rsquo;s elevated service standards, ensuring a seamless, friction-free customer journey across all remote channels.
 </li>
 <li>
 De-escalate and resolve customer concerns with professionalism, transparency, and urgency.
 </li>
 <li>
 Collaborate with Operations, Compliance, and Technology teams to manage escalations and complex inquiries.
 
 
 </li>
 </ul>
 
 Issue Resolution &amp; Case Management
 
 
 
 <ul>
 <li>
 Investigate and resolve issues related to account servicing, digital banking functionality, and transaction inquiries through cross-functional partnership with Operations and IT.
 </li>
 <li>
 Maintain precise and comprehensive documentation of customer interactions in the CRM system; ensure timely follow-through on all open items.
 </li>
 <li>
 Operate with a strong compliance mindset, adhering to regulatory requirements and internal controls with uncompromising accuracy.
 
 
 </li>
 </ul>
 
 Product Expertise &amp; Continuous Improvement
 
 
 
 <ul>
 <li>
 Maintain fluency in Monet Bank&rsquo;s digital banking capabilities, upcoming enhancements, and new product releases.
 </li>
 <li>
 Play an active role in user-acceptance testing, providing real-time feedback that informs product and process improvements.
 </li>
 <li>
 Educate customers on leveraging digital tools securely and effectively, helping build confidence in our technology-driven ecosystem.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 4&ndash;6+ years of experience in retail banking, financial services, or a related customer-facing role; experience handling complex client issues strongly preferred.
 </li>
 <li>
 Demonstrated expertise in retail operations, new account processes, regulatory compliance, and digital banking environments.
 </li>
 <li>
 Proven ability to operate effectively under pressure while maintaining exceptional accuracy, professionalism, and discretion.
 </li>
 <li>
 Strong analytical and critical-thinking skills, with the ability to diagnose issues, anticipate customer needs, and recommend solutions.
 </li>
 <li>
 Exceptional communication and interpersonal skills&mdash;both written and verbal&mdash;with the ability to build trust and rapport with clients.
 </li>
 <li>
 Proficiency in Microsoft Word, Excel, and digital banking systems; ability to rapidly learn new technologies and internal platforms.
 </li>
 <li>
 A high degree of emotional intelligence, customer empathy, and sound decision-making.
 
 
 </li>
 </ul>
 
 Benefits Options Include
 
 
 
 <ul>
 <li>
 Medical, dental and vision coverage
 </li>
 <li>
 401K with company match
 </li>
 <li>
 11 paid holidays
 </li>
 <li>
 Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
 </li>
 <li>
 Applicant may be eligible for annual discretionary bonus
 
 
 </li>
 </ul>
 No relocation assistance provided.
 
 
 If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
 
 
 Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.
 
 
 
 All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links:
 
 FMLA EEO EPPA
 
 
 Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.
</div>

Client Services Associate

SAGE COUNSELING

<div>***$500 SIGN-ON BONUS***
Half paid at 90-days; half paid at 6-months<div><div><div> 
Location: Phoenix and remote
This position will have 90-days of in-person training at the SAGE office at our Phx Maryvale office (53rd Ave, Phx, 85031), and then will have the opportunity to work remotely from home. 
Pay: up to $22.00 per hour
Bilingual differential pay for those bilingual in Spanish!!! 
SAGE Counseling is actively recruiting for Full-Time Client Service Associates to provide support for admitting clients to SAGE by:<ul><li>
Appointment scheduling</li><li>
Processing treatment referral</li><li>
Data entry into the electronic health record</li><li>
Maintaining client files</li><li>
Completing outgoing calls for services</li></ul> 
The ideal candidate for this position is an organized, detail orientated individual who is able to manage multiple projects at once in a fast-paced environment, with strong work ethic and a background in office administrative. 
This is a Full-Time position. Monday through Friday, 8:30am to 5:30pm. 
Why join SAGE Counseling?<ul><li>
Top-level compensation packages</li><li>
Bilingual pay differential</li><li>
Annual merit-based compensation increases</li><li>
Career advancement opportunities</li><li>
Remarkable health and disability benefits</li><li>
401k company match</li><li>
Holiday, PTO, and employer-paid life insurance</li></ul> 
Qualifications:<ul><li>
Bilingual (Spanish/English) required. Differential pay offered!</li><li>
Minimum High School Diploma or GED required.</li><li>
Eligible to successfully complete background check to obtain a Fingerprint Clearance Card</li><li>
Prior experience with scheduling or working in a call center environment preferred.</li><li>
Prior experience in behavioral health field strongly preferred</li><li>
Proficiency in navigating an Electronic Health Record, and Microsoft Office Suite products (Word, Excel, and Outlook)</li><li>
Strong sense of discretion and professionalism</li><li>
Strong organizational and time management skills</li></ul> 
SAGE is an Equal Employment Opportunity employer. We are committed to providing equal opportunity in all employment related activities without regard to race, color, religion, sex, sexual orientation, national origin, age disability veteran status, or any other characteristics protected under State of Federal Law.
Job Type: Full-Time</div></div></div></div>

Client Services Associate - Phx, 85031

1st Source Bank

<div><div>POSITION SUMMARY 
Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services. 
 
ESSENTIAL REQUIREMENTS</div>
<div><ul><li>Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures.</li>
<li>Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.</li>
<li>Opens personal accounts, CD&rsquo;s and cross-sells bank services.</li>
<li>Answers client inquiries and resolves less complex issues.</li>
<li>Builds client loyalty; establishes client relationships, including addressing each client by name.</li>
<li>Consistently delivers exceptional customer service to each and every client.</li>
<li>Adheres to established bank policies, procedures and guidelines.</li>
<li>Participates in retail sales programs to help meet personal and banking center goals.</li>
<li>Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.</li>
<li>Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary.</li>
<li>Assists Manager with audits, reporting and scheduling as requested.</li>
<li>Regular and predictable attendance is an essential requirement of the position.</li>
<li>Responsible for the completion of all training related to the position.
</li><li>Understands all applicable laws and regulations that apply to the position and complies with the requirements.</li>
</ul></div><div>NON-ESSENTIAL FUNCTIONS</div>
<div><ul><li>Demonstrates appropriate levels of interpersonal skills for clients and staff members.</li>
<li>Performs all other duties as assigned.</li>
</ul></div><div>EXPERIENCE/SKILLS</div>
<div><ul><li>Four (4) or more years of retail banking experience preferred.</li>
<li>Customer service and sales oriented.</li>
<li>High degree of attention to detail.</li>
<li>Good written and verbal communication skills.</li>
<li>Good PC skills &ndash; proficiency in Microsoft word and Excel essential.</li>
<li>Ability to cross-sell bank products and services.</li>
<li>Highly motivated.</li>
<li>Ability to work in a team atmosphere.</li>
<li>Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.</li>
<li>Ability to handle multiple tasks in a fast-paced environment.</li>
</ul></div><div>EDUCATION 
One (1) - three (3) years college preferred. 
 
TRAVEL REQUIREMENTS 
Ability to travel to all locations as needed for meetings, projects, training, seminars, etc 
 
PHYSICAL DEMANDS 
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. 
 
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. 
 
EQUIPMENT 
MS Office PC, fax, phone and standard office equipment.</div></div>

Personal Banker (Client Services Associate), Ireland Road Banking Center, South Bend, IN

Independent Bank

<div><h3 class="jobSectionHeader">Be Proud, Be You, Be Independent!</h3>

Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:

Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity&mdash;and we believe that starts with the team who supports them.

Our Retail Career Path was built to do just that&mdash;support you. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey 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 flexibility to progress at your own pace and increase your earning potential as you go.

Client Service Associate 1 
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.
<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> 
</div></li>
</ul> 
Client Service Associate 2 
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.
<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> 
</div></li>
</ul> 
Client Service Specialist 
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.
<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> 
</div></li>
</ul> 
Client Service Expert 
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.
<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> 
</div></li>
</ul> 
Why You Should Apply:
<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> 
 
What We&rsquo;re Looking For:
<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> 
 
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!

Be Proud. Be YOU. Be Independent!</div>

Full Time Client Service Associate

Independent Bank Corporation

Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity&mdash;and we believe that starts with the team who supports them.Our Retail Career Path was built to do just that&mdash;support you. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey 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 flexibility to progress at your own pace and increase your earning potential as you go.Client Service Associate 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; or &quot;personal banker&quot; role with self-guided growth opportunities.<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>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>Why You Should Apply:<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>What We&rsquo;re Looking For:<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>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!Job Type: Part-timePay: $18.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Flexible schedule</li><li>Paid time off</li><li>Referral program</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Part Time Client Service Associate (Bank Teller/Personal Banker)

Gilmer Consulting

About the RoleGilmer Consulting is seeking an experienced, detail-oriented Client Accounting Associate to support our growing client base. This is a remote contractor role ideal for professionals who thrive in a fast-paced, client-facing environment and take pride in delivering accurate, timely financial services.As a Client Accounting Associate, you will manage day-to-day accounting functions for multiple virtual clients across diverse industries &mdash; serving as a reliable point of contact and a trusted steward of their financial records.Responsibilities<ul><li>Perform monthly accounting and bookkeeping for multiple virtual clients</li><li>Maintain accurate, organized financial records in QuickBooks Online</li><li>Reconcile bank accounts, credit cards, and merchant accounts</li><li>Manage accounts payable and accounts receivable</li><li>Categorize and record transactions with precision</li><li>Generate monthly financial reports (P&amp;L, Balance Sheet, Cash Flow Statement)</li><li>Communicate proactively with clients regarding questions or missing information</li><li>Identify and resolve discrepancies or errors independently</li><li>Maintain strict confidentiality of all client financial data</li><li>Adhere to internal quality standards and procedures</li></ul>Required QualificationsExperience &amp; Certification<ul><li>5+ years of professional accounting or bookkeeping experience</li><li>QuickBooks Online (QBO) Certification</li><li>Proven track record of delivering accurate, timely financial work across multiple clients</li></ul>Technical Skills<ul><li>Expert-level proficiency in QuickBooks Online</li><li>Solid understanding of GAAP and general accounting principles</li><li>Experience with bank reconciliations, AP/AR, journal entries, and financial reporting</li><li>Ability to quickly adopt new software platforms as needed</li></ul>Professional Skills<ul><li>Highly organized with exceptional attention to detail</li><li>Self-directed with the ability to manage multiple client accounts simultaneously</li><li>Strong written and verbal communication skills</li><li>Excellent time management and consistent ability to meet deadlines</li><li>Professional, reliable, and discreet</li></ul>Preferred Qualifications<ul><li>Experience working within an accounting, bookkeeping, or tax firm</li><li>Experience supporting fractional CFOs or outsourced finance teams</li><li>Familiarity with both accrual and cash basis accounting methods</li></ul>Work Setup<ul><li>Location: Fully remote (work from anywhere)</li><li>Schedule: Flexible hours with availability during U.S. business hours as needed</li><li>Employment Type: Independent Contractor (1099) &mdash; contractors are responsible for their own taxes, equipment, and workspace</li><li>Engagement: Part-time with strong potential for expanded hours as our client base grows</li></ul>Compensation<ul><li>Starting at $20/hour, commensurate with experience</li><li>Compensation structured per hour or per client engagement (discussed at offer)</li><li>Performance-based rate increases available based on tenure and quality of work</li></ul>Pay: From $20.00 per hourExpected hours: No less than 15.0 per weekWork Location: Remote

Client Accounting Associate

<div><h3 class="jobSectionHeader">Be Proud, Be You, Be Independent!</h3>

Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:

Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity&mdash;and we believe that starts with the team who supports them.

Our Retail Career Path was built to do just that&mdash;support you. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey 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 flexibility to progress at your own pace and increase your earning potential as you go.
Client Service Associate 1 
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.
<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> 
</div></li>
</ul> 
Client Service Associate 2 
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.
<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> 
</div></li>
</ul> 
Client Service Specialist 
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.
<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> 
</div></li>
</ul> 
Client Service Expert 
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.
<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> 
</div></li>
</ul> 
Why You Should Apply:
<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> 
 
What We&rsquo;re Looking For:
<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> 
 
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!

Be Proud. Be YOU. Be Independent!</div>

Part Time Client Service Associate

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