Banking Associate: Elevate Client Experiences & Solutions

Holiday Financial Services Corporation; Northern (KY); Hybrid; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401K with company match

Paid Time Off & Holidays

Leave policies

Employee Assistance Program

Employee Health & Wellness Program

Special Loan and Deposit Rates

Gradifi Student Loan Paydown Plan

Rewards & Recognition Programs

Job summary

ESSA Bank seeks a dedicated Universal Associate to greet clients, discuss financial needs, and present suitable banking solutions. You will handle account openings, basic lending transactions, and maintain accuracy in daily tasks within a compliant, customer-focused environment.

The role emphasizes strong communication, operational integrity, and a commitment to service excellence, with opportunities for growth through professional development and community involvement.

Qualifications

• LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization.
• TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
• MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
• REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Responsibilities

• Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations.
• Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
• Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
• Follow all bank policies and operational procedures to ensure security and compliance.
• Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.

Skills

Language skills

Tech skills

Math skills

Reasoning

Physical demands

Education

High School Diploma or GED

Tools

Core transaction system

Debit card system

Statement processing system

Cash handling equipment

Job description

ESSA Bank seeks a dedicated Universal Associate to greet clients, discuss financial needs, and present suitable banking solutions. You will handle account openings, basic lending transactions, and maintain accuracy in daily tasks within a compliant, customer-focused environment.

The role emphasizes strong communication, operational integrity, and a commitment to service excellence, with opportunities for growth through professional development and community involvement.