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Independent Bank · 1 month ago

Part Time Client Service Associate

Sebewaing, Michigan, United States

Full-time, Part-time

Onsite

Entry Level

1+ years exp

Independent Bank is committed to professional growth and diversity in the workplace. They are seeking a Part Time Client Service Associate who will provide exceptional service to clients and assist with basic banking transactions, while having opportunities for self-directed growth within the retail banking sector.

BankingCommercialFinanceFinancial ServicesLendingMortgageOnline AuctionsRetail

Responsibilities

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

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

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

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

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

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

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

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

Qualification

Community banking experienceClient service skillsCash handling experienceFinancial conversationsProduct knowledgeInterpersonal skillsPresentation skillsCommunication skillsAdaptability

Required

High school diploma or equivalent education is required

Outstanding client service skills

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