Description. The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering exceptional client service. This role involves direct client interaction, administrative support, and operational execution to ensure a seamless client experience. The R-CSA builds trusted relationships through consistent communication and a client-first mindset. Responsibilities. Client Support....
Description. Benefit highlights: 11 Paid Holidays, 15 days of PTO, 401k Matching, Health Benefits, and more. The Senior Teller/Customer Service Representative with PlainsCapital Bank processes a variety of financial transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Will also assist tellers and other front-line staff with more complex tran...
Description. The Oil and Gas Operations Specialist is responsible for the accurate and timely processing of accounts payable (i.e. Joint Interest Billings) and/or accounts receivable (i.e. client revenue checks) for the Oil and Gas Management clients. Responsible for balancing daily work, reviewing and correcting errors, as well as for running, updating, and creating ticklers. Ensures all work is properly archived in electronic filing system. Wor...
Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. Responsibilities. Evaluates PrimeLending’s and other loan products and services and determines which financia...
Under the direction of the Branch Manager, directs the sales team within a specific branch office, to ensure quality loan production via market and loan representative development. May also perform office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potent...
Description. As a Branch Manager II, the key responsibilities are the administration and efficient daily operation of the branch in operational integrity, relationship sales management, customer service excellence, branch security and facilities. Requires outside community involvement and outside calling efforts. The Branch Manager II role also focuses on the primary core expectations of operational integrity, expanding customer relationships, po...
Description. Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. Responsibilities. Evaluates PrimeLending’s and other loan products and services and determines w...
Description. Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. Responsibilities. Evaluates PrimeLending’s and other loan products and services and determines w...
Under the direction of the Lead/Primary Loan Originator, performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. May serve as a partner to the Lead/Primary Loan Originator. Acts as a liaison between the Lead/Primary ...
Under the direction of the Lead/Primary Loan Originator, performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. May serve as a partner to the Lead/Primary Loan Originator. Acts as a liaison between the Lead/Primary ...
Description. The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide ...
Description. The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide ...
