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Pioneer · 2 months ago

Client Service Banker

Waterford, NY

Full-time

Onsite

New Grad, Entry Level

$17/hr - $25.89/hr

0+ years exp

Pioneer is a company focused on providing outstanding client service, and they are seeking a Client Service Banker to embody their IMAGINE culture. In this role, you will be the first point of contact for clients, providing exceptional service and executing transactions while building relationships to help clients achieve their financial goals.

BankingFinancial ServicesInsuranceWealth Management

Responsibilities

Provides outstanding service and solutions to our clients

Processes all transactions accurately, including, but not limited to, deposits/withdrawals to accounts, payments on loans, check cashing, money order purchases, etc

Acts as a first line of defense in detecting potentially fraudulent activities

Adheres to all policies and procedures to maintain compliance standards

Builds relationship with clients by actively listening to deepen relationships and anticipate their financial needs

Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being

At branch management direction on an as-needed basis, may perform platform duties such as account opening, account maintenance, service inquiries, etc

Assist branch management and the Client Service Supervisor in various operational activities on an as-needed basis

Qualification

Customer service experienceCash handling experienceMathematical skillsAdaptability to technologyRelationship building

Required

High School graduate (or GED) required, or current high school student anticipating graduation

Strong mathematical skills required

Minimum of six months cash handling experience and customer service experience preferred

Minimum of six months customer service experience, recommending and referring products and services preferred

Ability to adapt to evolving technologies and systems

Company

Pioneer

Pioneer is a full-service financial institution serving individuals, businesses, and communities with twenty-two locations throughout New York’s Capital Region.

Founded in 1889

Albany, New York, USA

201-500 employees