Client-Focused Financial Concierge

centier; Crown Point (IN); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Marathon Health Clinics

Paid Time Off

Tuition Reimbursement

401K match

Stock Ownership Plan

Daycare Reimbursement

Onsite Fitness Center

Health & Wellness Programs

Diversity Council

Career Growth

Work/Life Balance

Job summary

Centier Bank is seeking a Universal Banker to serve as the front-line client ambassador, delivering remarkable service while educating clients and deepening relationships. You will handle client onboarding, account openings, and day-to-day banking needs, communicating options and guiding customers through transactions with accuracy and care.

The role emphasizes a servant sales approach, collaboration with management, and adherence to risk and compliance standards within branch operations.

Qualifications

• Provide the highest levels of quality service to clients in a friendly, positive, and professional manner.
• Establish rapport with clients, identify needs, recommend and explain solutions, handle objections and ask for their business.
• Understand, promote, and advise on the bank's products, services and digital delivery channels.
• Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further approval when necessary, issuing money orders, official checks, and redeeming savings bonds.
• Maintain a position of trust and responsibility by keeping all customer business confidential.

Responsibilities

• Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault.
• Assist associates with balancing their drawers and locating errors.
• Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities.
• Actively strive to achieve individual, branch, and organizational goals and communicate progress to manager.
• Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area and branch, adhering to the Clean Desk Policy.

Job description

Centier Bank is seeking a Universal Banker to serve as the front-line client ambassador, delivering remarkable service while educating clients and deepening relationships. You will handle client onboarding, account openings, and day-to-day banking needs, communicating options and guiding customers through transactions with accuracy and care.

The role emphasizes a servant sales approach, collaboration with management, and adherence to risk and compliance standards within branch operations.