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Independent Bank · 18 hours ago

Part Time Floating Client Service Associate

Bay City, Michigan, United States

Full-time, Part-time

Onsite

Entry, Mid, Senior Level

1+ years exp

Independent Bank is a retail banking institution that values diversity and promotes professional growth. The role of Part Time Floating Client Service Associate involves assisting clients with transaction services, providing solutions, and gaining knowledge of banking products and services while working across multiple branches.

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

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

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

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

Accountable for participating in IB Edge Sales Management routines such as roadmaps and check-ins

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

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

Client service skillsCash handlingCommunity banking 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