Client Service Associate jobs in United States
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Hanover Bank · 1 day ago

Client Service Associate

Hanover Bank is committed to fostering a diverse and inclusive work environment, and they are seeking a full-time Client Service Associate to enhance the client experience. The role involves providing exceptional client service, promoting bank products, and supporting branch functions while performing teller and administrative duties.

Asset ManagementBankingFinancial ServicesProfessional Services

Responsibilities

Work in a diverse environment, as an integral part of a dynamic sales and servicing team of individuals
Be able to identify and assess customers’ needs and recommend appropriate products and services
Keep current on all Bank products and services and be able to explain them to our customers
Comply with policies, procedures, and regulations; and provide outstanding customer service in a safe and sound environment
Build long-term relationships with our customers to understand, and identify their financial needs, and recommend appropriate products and services to meet those needs
When appropriate be able to refer customers to business partners to meet their needs outside of the branch products and services (i.e., mortgages, home equity, and business services/cash management)
Proactively promote and sell Bank products and services
Assist in the overall attainment of branch sales, service, and revenue goals. Cross-sell additional products and services to develop and strengthen customer relationships
Engage in all sales development activities (e.g., telemarketing and sales events)
Execute an effective outbound calling program to retain and grow the deposit base
Attain personal contact and appointment goals
Provide superior customer service and operational efficiency
Manage risk associated with new account opening procedures, regulatory compliance, and the Bank Secrecy Act
Support and perform all customer and branch-related tasks to effectively and efficiently adhere to the Bank’s financial and operational goals
Perform new account openings and all customer service-related functions, as well as all branch-related functions (i.e., balance ATMs, monitor and manage cash in cash recyclers, vault, and coin vault; perform periodic audits in conjunction with Assistant Branch Manager as required)
Ability to handle multiple tasks at once
Answer phones and assist customers with all banking-related requests
Flexible with regard to the weekly work schedule in order to meet the demands of the Bank (including Saturdays)

Qualification

Customer serviceBanking knowledgeSales skillsMicrosoft OfficeProfessional demeanorMulti-taskingCommunication skillsOrganizational skills

Required

High school diploma or equivalent GED
Ability to handle multiple tasks at once
Exhibit a professional demeanor at all times
Strong communication and organizational skills are required
Working knowledge of Microsoft Office (Excel, MS Word, and MS Outlook)
Professional attire is required

Preferred

Three (3) years of banking or retail experience preferred

Benefits

Medical, Dental, and Vision insurance (with HSA, FSA, and Commuter Benefits options)
Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D)
Company-paid Long-Term Disability Insurance
Additional Life and AD&D Insurance for employee, spouse, and dependents
Voluntary Short-Term Disability Insurance
Pet Insurance
Legal Services Plan
Accident Insurance
Hospital Indemnity Insurance
Cancer Care Insurance
401(k) Plan with Company Match
Paid Personal Time Off (PTO)
Paid Company Holidays
Annual Performance Bonuses
Annual Salary Increases
Company-sponsored Events
Employee Contests and Recognition Programs

Company

Hanover Bank

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Hanover Bank offers banking, cash management, online & mobile banking, merchant services, and digital solutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Raffaella Palazzo
First SVP, Chief Operations Officer
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Michael Locorriere
Executive Vice President & Chief Municipal Officer
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Company data provided by crunchbase