Client Services Associate

Job Description of Client Services Associate :

As a Client Services Associate at Banner Bank, you will be responsible for providing backup assistance to tellers and bankers at different retail branches. Your focus is on ensuring an outstanding customer experience, guaranteeing accuracy and efficiency in transaction processing. Comprehensive knowledge of the bank's product range is crucial to identify the most suitable solutions for clients. It's important to note that daily commuting between retail locations is a fundamental requirement of the role.

Services Offered by Client Services Associate offer a variety of services, including investment management, tax planning, estate planning, retirement planning, and risk management. They also provide ongoing support, such as portfolio rebalancing and strategy adjustments, to ensure clients stay on track with their financial goals:

Qualification of Client Services Associate :

• This position requires candidates to have a minimum of 12 months of experience as a teller, play an instrumental role in sales efforts, and manifest their proficiency in goal attainment
• Skilled in arranging and managing workloads expertly, supported by a basic understanding of mathematical analysis, conflict resolution, and finding solutions
• Email correspondence has become an integral part of modern business communication and, as such, requires a conscientious approach
• Manifested efficacy in developing sturdy interpersonal ties with people; superb adeptness in catering to customer needs

Requirements of Client Services Associate:

• Take this immediate assessment to gain insight into your work behavior
• Arranging a Conference Call with Hiring Representatives via Phone
• Get ready for a one-on-one interview with the team manager and other significant figures in your team. Prepare to discuss the pertinent issues, objectives, and initiatives with the group
• Tailor your application to Banner's specific requirements and make yourself the ideal candidate for the job
• Gain Peace of Mind and Confirm Your Qualifications with a Background Check

Benefits of Client Services Associate:

• Compensation for this position typically falls within the $18.00 to $19.00 per hour range, with the opportunity to earn a $1.50 premium on their hourly wage based on qualifications
• Incentive potential
• A comprehensive list of benefits is available to all employees, including medical, dental, vision, long-term disability, short-term disability, and life insurance options
• The business supports its workers by giving them covered time-off for vacations, illnesses, and 11 specific company holidays
• The 401k savings plan is an excellent way for employees to take control of their financial future by enrolling and benefiting from an employer match of up to 4%
• Those who qualify can receive a maximum of $5,250 in tuition reimbursement every year

The Privacy Consent Policy of Banner Bank is an essential part of the application process and must be acknowledged and agreed upon by all applicants.