Top 181 client services associate Jobs in richardson, tx

Client Service Associate – Teller (40 hours) | Willow Bend – Plano, TX
Amegy Bank —Plano, TX
- Full-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Client Service Excellence Representative
Vanguard —Dallas, TX
- $52,000 - $81,500 a year
- Mid-level
- 3 years
- Associate's degree
International Investment Counselor (US Based) - UK Clients
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
International Investment Counselor (US Based) - Canadian Clients
Fisher Investments —Plano, TX
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Bilingual Insurance Agent - Fort Worth (Sales, Customer Service)
CINCO Auto Insurance —Cockrell Hill, TX
- Up to $60,000 a year
- Full-time
- Spanish
- English
- Office
Quick Apply
4d
Bilingual Insurance Agent - Northwest Hwy (Sales, Customer Service)
CINCO Auto Insurance —Dallas, TX
- Up to $60,000 a year
- Full-time
- Spanish
- English
- Office
Quick Apply
3d
Bilingual Insurance Agent - Garland (Sales, Customer Service)
CINCO Auto Insurance —Garland, TX
- Up to $60,000 a year
- Full-time
- Spanish
- English
- Office
Quick Apply
7d
Latitude Partner, Client Services (Non-Practicing Attorney) - Dallas
Latitude Legal —Dallas, TX
- $150,000 - $200,000 a year
- Online Application
- Mid-level
- Business development
- In-person
- Disability insurance
- Health insurance
Bilingual Insurance Agent - Buckner (Sales, Customer Service)
CINCO Auto Insurance —Dallas, TX
- Up to $60,000 a year
- Full-time
- Spanish
- English
- Office
Quick Apply
8d
Insurance Agent- Sales, Customer Service
Freeway Insurance Services America, LLC —Dallas, TX
- $12 - $18 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Insurance Agent- Sales, Customer Service
Freeway Insurance Services America, LLC —McKinney, TX
- $12 - $18 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Insurance Agent- Sales, Customer Service
Freeway Insurance Services America, LLC —Irving, TX
- $12 - $18 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
9d
Client Services Associate (Plano, TX)
Collectors —Plano, TX
- $21.50 an hour
- Email
- Computer literacy
- Office
- Driver's License
- Commuter assistance
- Paid holidays
Client Service Associate-Plano, Texas
RK Partners —Plano, TX
- $50,000 a year
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
4d
Client Sales Associate
Stratabrand Solutions, Inc. —Plano, TX
- $50,000 - $65,000 a year
- Full-time
- Administrative experience
- High school diploma or GED
- In-person
Quick Apply
7d
Client Specialist
Talbots —Plano, TX
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Client Experience Coordinator
Acquisition.com —Dallas, TX
- $55,000 - $70,000 a year
- Full-time
- Remote
- Mid-level
- Travel
- Communication skills
- Health savings account
- Paid holidays
Client Service Associate
SFMG Wealth Advisors —Plano, TX
- Full-time
- Microsoft Outlook
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Operations Associate
Rithum —Dallas, TX
- $40,000 - $60,000 a year
- Remote
- Microsoft Office
- Travel
- Organizational skills
- Health savings account
- Paid holidays
3d
Client Service Associate
Gallagher Benefit Services —Dallas, TX
- Full-time
- Basic math
- High school diploma or GED
- 1 year
- Paid parental leave
- Health savings account

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Client Service Associate – Teller (40 hours) | Willow Bend – Plano, TX

Amegy Bank -
Plano, TX

Apply Now

Job Details

Full-time

Benefits

Profit sharing
Paid training
Paid parental leave
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Flexible schedule

Qualifications

Customer communication
Sales referrals
Basic math
Promoting bank products
High school diploma or GED
Financial record maintenance
Daily transaction recording
Meeting or exceeding sales goals
Computer skills
Promoting bank services

Full Job Description

At Amegy Bank, people and culture are at the heart of everything we do. “Everyone counts” isn’t just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank—Here, you grow.

We’re seeking a dynamic, customer-focused professional to join our team as a Client Service Associate (Teller) at our Willow Bend Banking Center in Plano, TX . In this front-line role, you’ll be the face of Amegy Bank—delivering exceptional service, building relationships, and assisting customers with their everyday banking needs.

This position offers exciting opportunities for growth within the banking industry and plays a key role in creating exceptional customer experiences. If you’re passionate about making a difference in your community, collaborating with a supportive team, and helping others reach their financial goals, we’d love to hear from you!

Key Responsibilities:
Deliver comprehensive banking services by efficiently and accurately processing financial transactions within authorized limits, ensuring timely completion and maintaining a consistent, acceptable balancing record.

Leverage knowledge of bank products and services to identify customer needs and promote solutions that strengthen and grow client relationships.

Identify and fulfill client needs by delivering a range of banking services, including issuing counter checks, performing account maintenance, processing money transfers, and accepting loan payments.

Provide an outstanding customer experience while identifying product or service needs and making appropriate referrals.

Proactively identify opportunities to cross-sell bank products aligned with clients’ needs and maximize value.

Ensure all responsibilities are carried out in strict adherence to applicable laws, regulations, and established bank policies and procedures.

Resolve customer concerns promptly through direct assistance or by referring them to the appropriate branch/banking center or specialized resources.

Comply with the bank’s security protocols while safeguarding the confidentiality of records and client information.

Meet daily with the Branch Service Manager and/or Branch Manager to review progress toward individual and branch/banking center performance goals.

Perform additional responsibilities as assigned to support branch/banking center operations and client service.

Required Qualifications:
High school diploma or equivalent required.

Minimum of 1 year of experience in customer service, banking, cash handling, balancing, sales, or a related field.

Prior experience in a customer service or cash handling role is strongly preferred.

Strong customer service skills with the ability to communicate clearly and effectively.

Basic math skills and proficiency in computer systems and cash-handling equipment.

Demonstrated attention to detail and accuracy in processing financial transactions.

Knowledge of banking products and services is a plus.

Skilled in cross-selling bank products and services tailored to meet individual client needs.

Proven experience in achieving or surpassing sales goals and referral targets.

Consistent, reliable attendance and exceptional time management skills.

Ability to work efficiently in a fast-paced environment while consistently maintaining professionalism.

Work Schedule:
Monday–Friday, 8:00 AM – 6:00 PM

Saturday, 8:15 AM – 1:30 PM

This is a full-time role (40 hours per week). A flexible schedule within the hours listed is required.

Employee Benefits:
At Amegy Bank, we are committed to creating value for our customers, communities, employees, and shareholders. As a valued team member, you play an essential role in our success. Our comprehensive benefits are designed to protect your health and well-being, and that of your family, while supporting your professional growth.

Medical, Dental, and Vision Insurance – effective your first day

Mental Health Support, including coaching and therapy

Life and disability insurance

Paid Parental Leave and Adoption Assistance

Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Dependent Care Accounts

401(k) with company match and profit sharing

Paid training, Paid Time Off (PTO), and 11 Paid Federal Holidays

Tuition reimbursement

Employee Ambassador preferred banking products

Competitive compensation based on experience

Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 and NASDAQ Financial 100 indices.

Apply Now

Refine Your Search

client services associate jobs in richardson, tx

Client Service Associate – Teller (40 hours) | Willow Bend – Plano, TX

Client Service Excellence Representative

International Investment Counselor (US Based) - UK Clients

International Investment Counselor (US Based) - Canadian Clients

Bilingual Insurance Agent - Fort Worth (Sales, Customer Service)

Bilingual Insurance Agent - Northwest Hwy (Sales, Customer Service)

Bilingual Insurance Agent - Garland (Sales, Customer Service)

Latitude Partner, Client Services (Non-Practicing Attorney) - Dallas

Bilingual Insurance Agent - Buckner (Sales, Customer Service)

Insurance Agent- Sales, Customer Service

Insurance Agent- Sales, Customer Service

Insurance Agent- Sales, Customer Service

Client Services Associate (Plano, TX)

Client Service Associate-Plano, Texas

Client Sales Associate

Client Specialist

Client Experience Coordinator

Client Service Associate

Client Operations Associate

Client Service Associate

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