Part Time Client Service Associate
Company: Independent Bank
Location: Essexville
Posted on: January 26, 2023
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Job Description:
Be Proud, Be You, Be Independent!Are you looking to progress
your career as a banking professional?At Independent Bank we
promote a culture that encourages professional growth and embraces
the collective sum of your individual differences, life
experiences, knowledge, innovation, self-expression, unique
capabilities and talent. We value diversity of thought, ideas, and
background. Our inclusive and collaborative culture helps us find
the best solutions to meet the needs of our clients and company.We
also recognize the importance of career growth, which is why we are
proud to offer an exciting and fulfilling Career Path for all of
our Retail Branch employees. Whether you're an experienced banking
professional, or excited to begin a lucrative career in banking,
our Career Path offers self-directed growth opportunities allowing
for the freedom and flexibility to advance at your own pace. This
Career Path covers everything from conducting financial
transactions, to educating clients on products and services,
building client rapport, and even originating client loans.
Beginning as a Client Service Associate allows you to learn the
basics about Independent Bank's culture, policies and procedures.
From there, you will be equipped with all of the materials
necessary to advance through the Career Path, at the rate that
suits you, with the potential to earn more as you learn more!The
following paragraphs explain the different levels of the Career
Path, including the duties and responsibilities of each
level.Client Service Associate 1As a Client Service Associate
(CSA), you are the face of the bank, providing incomparable service
to our clients every day, every time. In this position, you will
focus on learning and/or reviewing basic banking transactions, and
the fundamental banking terms, products, and services offered by
Independent Bank. This position is similar to a traditional "bank
teller" role with self-guided growth opportunities.Assist clients
with transaction services and provide solutions in a friendly and
efficient manner.Deliver financial solutions to clients utilizing
the Independent Bank products and services.Gain an understanding of
the basic framework of Independent Bank accounts.Become skilled
with regards to conducting different types of transactions for
clients.Utilize all available technology to perform daily
tasks.Client Service Associate 2As a Client Service Associate 2
(CSA2), you are the face of the bank, providing incomparable
service to our clients every day, every time. In this position, you
will continue to grow the knowledge, skills and abilities necessary
to better service Independent Bank clients and offer appropriate
products, services and solutions. This position is similar to a
traditional "bank teller" role with self-guided growth
opportunities.Assist clients with transaction services and provide
solutions in a friendly and efficient manner and with
credibility.Strengthen your understanding of the basic framework of
Independent Bank business accounts.Become proficient with regards
to conducting different types of transactions for
clients.Demonstrate Independent Bank digital products and services
fluently and possess the ability to assist clients with
navigation.Begin to recognize opportunities to deliver financial
solutions, and meet client needs, with Independent Bank products
and services.Identify client referral opportunities to appropriate
team members.1+ years of community banking experience.Develop and
maintain skills necessary to accurately and proficiently open new
accounts and increase client relationships.Ability to have
meaningful financial conversations with clients during all
interactions.Maintain ongoing communication with clients following
internal processes and procedures.Capable of self-directed
development of product knowledge with a continual focus on learning
all aspects of product offerings.Client Service SpecialistAs a
Client Service Specialist (CSS), you are responsible for keeping
everything running smoothly behind the scenes, as well as making
our clients feel welcomed, engaged, and significant. In this
position, you will apply the knowledge, skills and abilities
acquired from previous banking and customer service roles to better
serve Independent Bank clients and offer appropriate products,
services and solutions. This position is similar to the traditional
"lead teller" or "personal banker" role with self-guided growth
opportunities.Assist clients with transaction services and provide
solutions in a friendly and efficient manner.Exemplify professional
knowledge on the framework of Independent Bank business
accounts.Recognize opportunities to meet client needs with
Independent Bank products and services, as well as offering
appropriate solutions.Identify client referral opportunities to
appropriate team members.Take consumer loan applications in
response to client inquiries.Responsible for advanced branch
operations tasks such as, but not limited to, client service
requests, vault, ATM duties, cash items, debit/credit card
disputes, instant issue debit cards and wire transfers.Demonstrate
Independent Bank digital products and services fluently and possess
the ability to assist clients with navigation.Advanced proficiency
with Independent Bank products and services.Accountable for
participating in IB Edge Sales Management routines such as roadmaps
and check-ins.2+ years of community banking experience or high
level customer service and cash handling experience.Capability to
develop and maintain skills necessary to accurately and
proficiently open new accounts and increase client
relationships.Ability to have in-depth, proactive financial
conversations with clients during all interactions, and follow
through on the results of those conversations.Maintain ongoing
communication with clients following internal processes and
procedures.Capable of self-directed development of product
knowledge with a continual focus on learning all aspects of product
offerings.Client Service ExpertAs a Client Service Expert (CSE) you
are responsible for keeping everything running smoothly behind the
scenes, as well as making our clients feel welcomed, engaged, and
significant. In this position, you will apply the knowledge, skills
and abilities acquired in previous positions and will serve as a
mentor and instructor for other team members in advancing their
skills. This position is a step above a traditional, more
experienced "lead teller" or "personal banker" role with
self-guided growth opportunities.Assist clients with transaction
services and provide solutions in a friendly and efficient
manner.Exemplify professional knowledge on the framework of
Independent Bank business accounts.Demonstrated ability to make
personal connections, engage and educate clients, ask open-ended
questions, and listen in order to establish trust and build lasting
relationships.Take consumer loan applications in response to client
inquiries, as well as originate and close consumer
loans.Responsible for advanced branch operations tasks such as, but
not limited to, client service requests, vault, ATM duties, cash
items, debit/credit card disputes, instant issue debit cards and
wire transfers.Demonstrate Independent Bank digital products and
services fluently and possess the ability to assist clients with
navigation.Advanced proficiency with Independent Bank products and
services.Accountable for preparation of, and participation in, IB
Edge Sales Management routines.Possess the drive, initiative and
knowledge to provide financial options for clients using a
consultative approach.Partner with specialists (Financial Advisors,
Mortgage Originators, Commercial Lenders, etc.) to connect clients
with experts who can assist with specialized needs.3+ years of
community banking experienceNMLS registration under the SAFE Act of
2008.Capability to develop and maintain skills necessary to
accurately and proficiently open new accounts and increase client
relationships.Ability to have in-depth, proactive financial
conversations with clients during all interactions, and follow
through on the results of those conversations.Maintain ongoing
communication with clients following internal processes and
procedures.Capable of self-directed development of product
knowledge with a continual focus on learning all aspects of product
offerings.Seek out leadership opportunities and develop skills
necessary to be a successful leader such as coaching, having
difficult conversations, community involvement and change
management.Why You Should Apply:Competitive hourly pay and great
benefits.Accommodating and flexible paid time off.A knowledgeable,
goal-driven, and exciting team of colleagues.Numerous advancement
opportunities with structured, personalized career paths and
mentoring.Exposure to different areas of banking and the ability to
work with leaders within the industry.Extensive training on all
areas and aspects of the banking field to help you reach your
highest potential.Community-focused events and volunteer
opportunities.What We're Looking For:High school diploma or
equivalent education is required.Outstanding client service
skills.Cash handling experience is preferred, but it is not
required as we provide ample training.The ability to adapt and
adjust to new ideas, processes, workflows, and systems.Ability to
thrive in a fast-paced and rapidly changing environment while
maintaining a commitment to accuracy, timeliness, and client
focus.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.A strong desire to be a part of the Independent Bank
family while contributing to our growth and success.This is an
exciting step in a journey to creating a fulfilling and rewarding
career at Independent Bank. We are excited to have you join our
team!Equal Opportunity Employer/Protected Veterans/Individuals with
DisabilitiesThe contractor will not discharge or in any other
manner discriminate against employees or applicants because they
have inquired about, discussed, or disclosed their own pay or the
pay of another employee or applicant. However, employees who have
access to the compensation information of other employees or
applicants as a part of their essential job functions cannot
disclose the pay of other employees or applicants to individuals
who do not otherwise have access to compensation information,
unless the disclosure is (a) in response to a formal complaint or
charge, (b) in furtherance of an investigation, proceeding,
hearing, or action, including an investigation conducted by the
employer, or (c) consistent with the contractor's legal duty to
furnish information. 41 CFR 60-1.35(c)
Keywords: Independent Bank, Flint , Part Time Client Service Associate, Other , Essexville, Michigan
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