Client Service Associate

Be Proud, Be You, Be Independent!

Are you looking to progress your career as a banking professional?

At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.

We also recognize the importance of career growth, which is why we are proud to offer an exciting and fulfilling Career Path for all of our Retail Branch employees. Beginning as a Client Service Associate allows you to learn the basics about Independent Bank’s culture, policies and procedures, with self-guided growth opportunities to advance at your own pace. The Career Path covers duties from conducting financial transactions to educating clients on products and services, building client rapport, and originating client loans.

The following paragraphs explain the different levels of the Career Path, including the duties and responsibilities of each level.

As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day. You will focus on learning and/or reviewing basic banking transactions and fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional “bank teller” role with self-guided growth opportunities.

• Assist clients with transaction services and provide solutions in a friendly and efficient manner.
• Deliver financial solutions to clients utilizing the Independent Bank products and services.
• Gain an understanding of the basic framework of Independent Bank accounts.
• Become skilled with regards to conducting different types of transactions for clients.
• Utilize all available technology to perform daily tasks.

As a Client Service Associate 2 (CSA2), you 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 “bank teller” role with self-guided growth opportunities.

• Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.
• Strengthen your understanding of the basic framework of Independent Bank business accounts.
• Become proficient with regards to conducting different types of transactions for clients.
• Demonstrate Independent Bank digital products and services fluently and assist clients with navigation.
• Begin to recognize opportunities to deliver financial solutions and meet client needs with Independent Bank products and services.
• Identify client referral opportunities to appropriate team members.
• 1+ years of community banking experience.
• Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
• Ability to have meaningful financial conversations with clients during all interactions.
• Maintain ongoing communication with clients following internal processes and procedures.
• Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.

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. 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 “lead teller” or “personal banker” role with self-guided growth opportunities.

• Assist clients with transaction services and provide solutions in a friendly and efficient manner.
• Exemplify professional knowledge of the framework of Independent Bank business accounts.
• Recognize opportunities to meet client needs with Independent Bank…