Banking Client Services Associate I

Independent-Bank; Michigan; On-site; USD 32,000 - 42,000; Full time

Job summary

Independent Bank in Michigan seeks a Client Service Associate 1 in Retail Banking. This entry-level role focuses on learning basic banking transactions and terminology while delivering friendly service to clients.

You will learn to process various transactions, promote Independent Bank products and digital banking, and comply with bank policies. A path for ongoing training and career growth is provided within the Retail Banking team.

Qualifications

• Excellent interpersonal, presentation and communication skills.
• Able to thrive in a fast-paced and rapidly changing environment while maintaining accuracy, timeliness and customer focus.
• Full understanding of Independent Bank customer service standards and daily adherence.
• Ability to adapt to new ideas, processes, workflows, and systems.
• Complies with Bank Secrecy Act, confidentiality, information security and ethical standards; completes online compliance courses.

Responsibilities

• Services and provides solutions to Independent Bank clients in a friendly and efficient manner.
• Has a thorough understanding of how to conduct different types of transactions for clients.
• Delivers financial solutions to clients utilizing Independent Bank products and services.
• Utilizes all available technology to perform daily tasks.
• Understands the basic framework of Independent Bank products including consumer and business accounts and digital banking.
• Fully knowledgeable regarding bank policies and procedures.
• Responsible for completing the modules and metrics of the position and continuing education as assigned through the Career Path.
• Performs other related duties as assigned.

Skills

Interpersonal skills

Verbal and written communication

Team player

Accuracy and timeliness

Regulatory compliance awareness

Education

High school diploma or equivalent

Job description

Job Title:	Client Service Associate 1	Department:	Retail Banking
Reports To:	Bank Manager	FLSA Status:	Non-Exempt
EEO Category:	[FOR HR USE]	Salary Grade:	A

SUMMARY OF JOB RESPONSIBILITIES:

The Client Service Associate 1 is the first step in a journey to create a fulfilling and rewarding career as a member of the Retail Banking team at Independent Bank. In this position, the CSA1 will focus on learning and/or reviewing the basic banking transactions, and the fundamental banking terms, products, and solutions offered by Independent Bank.

ESSENTIAL FUNCTIONS AND DUTIES:

1. Services and provides solutions to Independent Bank clients in a friendly and efficient manner.
2. Has a thorough understanding of how to conduct different types of transactions for clients.
3. Delivers financial solutions to clients utilizing the Independent Bank products and services.
4. Utilizes all available technology to perform daily tasks.
5. Understands the basic framework of Independent Bank products including but not limited to consumer and business accounts and digital banking.
6. Fully knowledgeable regarding bank policies and procedures.
7. Responsible for completing the modules and metrics of the position and continuing education as assigned through the Career Path.
8. Performs other related duties as assigned.

KNOWLEDGE, SKILLS and ABILITIES:

1. Excellent interpersonal, presentation and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette and the ability to work cohesively as part of a team.
2. Able to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness and customer focus.
3. Full understanding of the Independent Bank customer service standards and following these standards daily.
4. Ability to adapt and adjust to new ideas, processes, workflows, and systems.
5. Adhere to all applicable regulatory compliance and personnel policies in the fulfillment of the specific duties of the position, including Bank Secrecy Act (BSA), Confidentiality, Information Security, and Ethical Standards. Completes all online compliance and regulatory courses.

EDUCATION/TRAINING REQUIRED:

1. High school diploma or equivalent education required.
2. Customer service and/or cash handling experience preferred but not required.

INDEPENDENT BANK IS AN EQUAL OPPORTUNITY EMPLOYER