Retail Banking - Full Time Client Service Associate 1
Mason, MI, United States1w ago
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Key details
- Location
- Mason, MI, United States
- Work style
- Onsite
- Level
- Entry level
- Function
- Customer success & Support
- Focus area
- other
- Posted
- 1w ago
Skills
bank secrecy actcash handlingcustomer service
About the role
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:
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 the Independent Bank products and services.
Utilizes all available technology to perform daily tasks.
Understands the basic framework of Independent Bank products including but not limited to 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.
KNOWLEDGE, SKILLS and ABILITIES:
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.
Able to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness and customer focus.
Full understanding of the Independent Bank customer service standards and following these standards daily.
Ability to adapt and adjust to new ideas, processes, workflows, and systems.
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:
High school diploma or equivalent education required.
Customer service and/or cash handling experience preferred but not required.
INDEPENDENT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
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:
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 the Independent Bank products and services.
Utilizes all available technology to perform daily tasks.
Understands the basic framework of Independent Bank products including but not limited to 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.
KNOWLEDGE, SKILLS and ABILITIES:
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.
Able to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness and customer focus.
Full understanding of the Independent Bank customer service standards and following these standards daily.
Ability to adapt and adjust to new ideas, processes, workflows, and systems.
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:
High school diploma or equivalent education required.
Customer service and/or cash handling experience preferred but not required.
INDEPENDENT BANK IS AN EQUAL OPPORTUNITY EMPLOYER