Client Service Associate

Job Description of Client Service Associate:

The Client Service Associate position at Banner Bank requires providing support to tellers and bankers at different retail branches in a designated area. This role involves delivering exceptional customer service, ensuring accuracy and efficiency while conducting transaction processing. Excellent knowledge of the bank's products and services is required to provide customers with the necessary solutions. Note that this role requires regular movement between retail branches.

Services Offered by Client Service 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:

Professional growth is highly valued in the banking sector. Experienced bankers are commonly required to attend training programs and seminars as part of their ongoing development, helping them stay up-to-date with new technologies and contemporary techniques:

Qualification of Client Service Associate:

• The eligibility criteria for this role require individuals to hold a minimum of one-year experience in the role of a teller, effectively take part in the sales process, and demonstrate their competence in achieving targets
• Possessing expertise in coordinating and arranging workloads efficiently, coupled with basic knowledge of mathematical analysis, dispute settlement, and analytical reasoning
• Proper handling of email communication as a vital aspect of contemporary business communication requires forethought and consideration
• Proven capability in establishing strong ties with people; remarkable expertise in delivering exceptional customer service

Requirements of Client Service Associate:

Once the application is approved, the individual will be notified via email. The notification will include instructions on how to make the initial deposit and set up the account:

• Respond to these prompt questions to gain an understanding of your work ethic
• Seeking to Schedule a Phone Call with the Hiring or Recruitment Team
• Organize an interview session with the team manager and other important members of your team. Schedule the time and location which is suitable for all participants, and provide them with the necessary information about the interview and what is expected from them
• Draw on your skills and aptitude to make a compelling case for why you're the perfect fit for Banner's job opening
• Ensure Your Professional Reputation with a Comprehensive Background Check

Benefits of Client Service Associate:

The Efficiency of a Client Service Associate Without the need to log onto a desktop computer or laptop, a portable wealth manager allows for quick and easy access to financial data. This can save time and allow for more efficient management of investments:

• The pay rate for individuals in this role can be between $18.00 and $19.00 hourly, with the possibility of an extra $1.50 on top of their standard wage, depending on their abilities
• Incentive potential
• Employees are entitled to a vast selection of benefits, including medical, dental, vision, long-term disability, short-term disability, and life insurance plans
• The business supports its employees by granting them secured time-off for vacations, illnesses, and 11 specific company holidays
• The 401k savings plan is a popular choice for employees looking to save for retirement with the added benefit of a company match 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.