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Client Associate

Job Description

Client Associate

The Intersect Group is seeking a Client Associate for our client in Richardson, Texas. The Client Associate will work closely with Client Manager(s) to assist in the on-boarding and ongoing management of high touch complex bank clients

Responsibilities

  • Responsible for opening commercial accounts for all type of entities
  • Responsible for submitting requests to maintain treasury products via Salesforce
  • Responsible for maintaining client information within team files
  • Assist with periodic reporting
  • Responsible for hands-on resolution of client issues and daily client needs
  • Responsible for quickly and accurately identifying and escalating issues before they become critical to the client
  • The Client Associate is responsible for building strong working relationships with clients and team members/internal partners
  • Special projects set forth by management

Requirements

  • Associate's/Bachelor's Degree preferred
  • Prior banking experience of 3-5+ years required as well as account opening knowledge
  • Prior treasury management experience preferred
  • Proven experience working in a team environment
  • Dependable, consistent professional with strong success record of working with clients daily
  • Ability to succeed in a fast-paced environment and manage numerous bank transactional tasks
  • Proven history as a self-starter who can add value by driving process related decisions while working independently with a minimum amount of supervision
  • Excellent problem-solving and critical thinking skills
  • Must be detail-oriented and comfortable working independently
  • Strong experience with MS Word, Excel, Power Point and Project preferred

Interested candidates please send resume in Word format to Please reference job code 74568 when responding to this ad.


The Intersect Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The Intersect Group complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Job Requirements

 

Job Snapshot

Location US-TX-Richardson
Employment Type Full-Time
Pay Type Hour
Pay Rate N/A
Store Type IT & Technical
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Company Overview

The Intersect Group

At The Intersect Group, our talent is creating results. We live to help our community by connecting top talent with leading companies that need their help. Candidates and clients trust us to deliver results based on our deep expertise and proven resources within finance, accounting, and information technology. We’re a multiple ‘Best Places to Work’ award winner, have had stellar growth and 80% of Glassdoor ratings say they would recommend us to a friend! Learn More

Contact Information

US-TX-Richardson
Snapshot
The Intersect Group
Company:
US-TX-Richardson
Location:
Full-Time
Employment Type:
Hour
Pay Type:
N/A
Pay Rate:
IT & Technical
Store Type:

Job Description

Client Associate

The Intersect Group is seeking a Client Associate for our client in Richardson, Texas. The Client Associate will work closely with Client Manager(s) to assist in the on-boarding and ongoing management of high touch complex bank clients

Responsibilities

  • Responsible for opening commercial accounts for all type of entities
  • Responsible for submitting requests to maintain treasury products via Salesforce
  • Responsible for maintaining client information within team files
  • Assist with periodic reporting
  • Responsible for hands-on resolution of client issues and daily client needs
  • Responsible for quickly and accurately identifying and escalating issues before they become critical to the client
  • The Client Associate is responsible for building strong working relationships with clients and team members/internal partners
  • Special projects set forth by management

Requirements

  • Associate's/Bachelor's Degree preferred
  • Prior banking experience of 3-5+ years required as well as account opening knowledge
  • Prior treasury management experience preferred
  • Proven experience working in a team environment
  • Dependable, consistent professional with strong success record of working with clients daily
  • Ability to succeed in a fast-paced environment and manage numerous bank transactional tasks
  • Proven history as a self-starter who can add value by driving process related decisions while working independently with a minimum amount of supervision
  • Excellent problem-solving and critical thinking skills
  • Must be detail-oriented and comfortable working independently
  • Strong experience with MS Word, Excel, Power Point and Project preferred

Interested candidates please send resume in Word format to Please reference job code 74568 when responding to this ad.


The Intersect Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The Intersect Group complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Job Requirements

 
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Client Associate Apply now