Financial Center Service Associate

Independent Financial
Rockwall, TX
Financial Center Service Associate Location Rockwall, TX : Summary: We are looking for talented, hardworking, and detail-oriented individuals for our Financial Center Service Associate position. At Independent Financial, you will have an opportunity to make a difference in the community by helping our clients and providing quality service. If you want to become a part of a growing company and collaborative culture, we would love to talk to you. Responsibilities:
  • Open new accounts including but not limited to checking, savings, CD's, IRAs, and Business accounts
  • Process maintenance, operations, and correspondence services for new and existing accounts
  • Offer excellent service and build strong rapport with customers to develop and maintain strong relationships and trust
  • Actively participate in meeting financial center sales goals by participating in workplace banking events, cross-selling applicable financial products and services to meet customers' needs, and referring customers to other lines of bank business to expand existing relationships
  • Perform duties of Financial Center Teller, to include balancing cash drawer daily, assisting with balancing vault and ATM, and providing various account services to customers
  • Qualifications:
    • High school diploma or equivalent education certificate (GED)
    • Minimum of 6 months of experience in a sales and service environment involving cash handling and face-to-face customer service interaction.
    • Minimum of 6 months of new accounts experience (with a bank) required
    • Strong organizational, interpersonal, communication, and customer relation skills
    Benefits:
    • Competitive starting pay rate of at least $19.50/hour
    • Full time employees are eligible for medical, dental and vision insurance effective on the first of the month following date of hire
    • Eligible for 401k. Will match 100% of the first 6% of your contribution
    • Tuition reimbursement of up to $3,000 per calendar year
    Job Details: Regular To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.
Posted 2025-08-20

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