Client-First Banker Associate — Tech-Savvy & Trusted

TwinThread; Ventura (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

TwinThread is looking for an Associate Banker in Ventura, California, to provide exceptional client service and represent our brand with hospitality. This role involves managing client interactions, educating clients on technology solutions, and developing trust with customers to support their financial goals.

The ideal candidate will demonstrate strong client service experience and the ability to build meaningful relationships. This position requires a high school diploma, effective communication skills, and a focus on client satisfaction.

Qualifications

• Ability to engage clients effectively and resolve issues.
• Demonstrated client service experience or comparable experience.
• Ability to quickly learn products, services, and procedures.

Responsibilities

• Create a welcoming environment and manage lobby traffic.
• Assist with transactions and open new accounts.
• Educate clients on technology self-service options.

Skills

Client service experience

Effective communication

Attention to detail

Relationship building

Education

High school diploma or GED equivalent

Job description

TwinThread is looking for an Associate Banker in Ventura, California, to provide exceptional client service and represent our brand with hospitality. This role involves managing client interactions, educating clients on technology solutions, and developing trust with customers to support their financial goals.

The ideal candidate will demonstrate strong client service experience and the ability to build meaningful relationships. This position requires a high school diploma, effective communication skills, and a focus on client satisfaction.