Retail Banking - Client Service Associate 1

Job Title:

Client Service Associate 1

Department:

Retail Banking

Reports To:

Bank Manager

FLSA Status:

Non-Exempt

EEO Category:

[FOR HR USE]

Salary Grade:

A

SUMMARY OF JOB RESPONSIBILITIES:

The Client Service Associate 1 is the first step in a journey to create a fulfilling and rewarding career as a member of the Retail Banking team at Independent Bank.

In this position, the CSA1 will focus on learning and/or reviewing the basic banking transactions, and the fundamental banking terms, products, and solutions offered by Independent Bank.

ESSENTIAL FUNCTIONS AND DUTIES:

Be Proud, Be YOU, Be Independent!

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-and we believe that starts with the team who supports them.

Our Retail Career Path was built to do just that-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-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 "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.

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 "bank teller" role with self-guided growth opportunities.


* Assist clients with transaction services and prov...