Client Services Associate - Plano, TX, US

About Monet Bank · Monet Bank is pioneering the future of banking and money movement — faster, more efficient, and built for the modern financial ecosystem. · As a profitable, well-capitalized Texas state-chartered bank and FDIC-insured institution — backed by the full faith and ...

Job description

About Monet Bank

Monet Bank is pioneering the future of banking and money movement — faster, more efficient, and built for the modern financial ecosystem.

As a profitable, well-capitalized Texas state-chartered bank and FDIC-insured institution — backed by the full faith and credit of the U.S. Government — Monet combines the strength and stability of traditional banking with forward-thinking financial technology innovation.

We recognize inefficiencies in legacy financial and payment systems and are building a strong team to challenge assumptions and pursue smarter, more scalable solutions. Our focus is on modern banking services that help businesses optimize operations, support fintech companies in scaling responsibly, and enable technology platforms to embed seamless financial capabilities.

If you are motivated by building secure, intentional, and future-ready banking infrastructure, we invite you to explore opportunities with Monet Bank.

Our Client Services Associates play a pivotal role in that mission. As the frontline ambassador for our clients, this role serves as a trusted expert and primary point of contact for some of Monet Bank's most valued customers, delivering exceptional support across traditional banking products and an expanding suite of digital financial services.

This position combines high-touch client service, thoughtful problem-solving, and cross-functional coordination to ensure a seamless customer experience in an increasingly digital-first environment. We are seeking a polished and proactive professional who brings strong client-centric expertise, exceptional communication skills, and the ability to navigate complex service situations with professionalism, empathy, and sound judgment. The ideal candidate thrives in a fast-paced setting, embraces innovation, and is committed to elevating the Monet Bank customer experience.

Essential Job Duties & Responsibilities (Include but are not limited to):

Client Support & Relationship Management

• Serve as the primary point of contact for customers through phone, email, and chat, delivering timely, consultative guidance on retail banking products including CDs, MMAs, high-yield savings, and online account onboarding.
• Support customers with digital access issues including authentication challenges, login support, and administrative requests within digital banking channels.
• Provide concierge-level guidance through online account opening, funding, and onboarding processes.
• Uphold Monet Bank's elevated service standards, ensuring a seamless, friction-free customer journey across all remote channels.
• De-escalate and resolve customer concerns with professionalism, transparency, and urgency.
• Collaborate with Operations, Compliance, and Technology teams to manage escalations and complex inquiries.

Issue Resolution & Case Management

• Investigate and resolve issues related to account servicing, digital banking functionality, and transaction inquiries through cross-functional partnership with Operations and IT.
• Maintain precise and comprehensive documentation of customer interactions in the CRM system; ensure timely follow-through on all open items.
• Operate with a strong compliance mindset, adhering to regulatory requirements and internal controls with uncompromising accuracy.

Product Expertise & Continuous Improvement

• Maintain fluency in Monet Bank's digital banking capabilities, upcoming enhancements, and new product releases.
• Play an active role in user-acceptance testing, providing real-time feedback that informs product and process improvements.
• Educate customers on leveraging digital tools securely and effectively, helping build confidence in our technology-driven ecosystem.

Qualifications

• 4–6+ years of experience in retail banking, financial services, or a related customer-facing role; experience handling complex client issues strongly preferred.
• Demonstrated expertise in retail operations, new account processes, regulatory compliance, and digital banking environments.
• Proven ability to operate effectively under pressure while maintaining exceptional accuracy, professionalism, and discretion.
• Strong analytical and critical-thinking skills, with the ability to diagnose issues, anticipate customer needs, and recommend solutions.
• Exceptional communication and interpersonal skills—both written and verbal—with the ability to build trust and rapport with clients.
• Proficiency in Microsoft Word, Excel, and digital banking systems; ability to rapidly learn new technologies and internal platforms.
• A high degree of emotional intelligence, customer empathy, and sound decision-making.

Benefits options include: 

• Medical, dental and vision coverage
• 401K with company match
• 11 paid holidays 
• Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
• Applicant may be eligible for annual discretionary bonus

No relocation assistance provided.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. 

Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

 

All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA

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