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Full Time Floating Client Service Associate

Independent Bank Opportunities

divh2Full Time Floating Client Service Associate/h2pAre you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day: Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarityand we believe that starts with the team who supports them./ppOur Retail Career Path was built to do just thatsupport you. Whether youre launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), youll receive the training, mentorship, and tools you need to advancewith the flexibility to progress at your own pace and increase your earning potential as you go./ppPlease note, this position is a floating position requiring time spent at multiple branches throughout any given week. The branches required for this position are:/pulliSparta/liliCedar Springs/liliHolland/liliMuskegon/liliRockford/liliEast Beltline/liliStandale/liliMonroe Center/liliPlainfield/liliCascade/liliHoward City/liliSand Lake/li/ulpClient Service Associate 1 As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional bank teller role with self-guided growth opportunities./pulliAssist clients with transaction services and provide solutions in a friendly and efficient manner./liliDeliver financial solutions to clients utilizing the Independent Bank products and services./liliGain an understanding of the basic framework of Independent Bank accounts./liliBecome skilled with regards to conducting different types of transactions for clients./liliUtilize all available technology to perform daily tasks./li/ulpClient Service Associate 2 As a Client Service Associate 2 (CSA2), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will continue to grow the knowledge, skills and abilities necessary to better service Independent Bank clients and offer appropriate products, services and solutions. This position is similar to a traditional bank teller role with self-guided growth opportunities./pulliAssist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility./liliStrengthen your understanding of the basic framework of Independent Bank business accounts./liliBecome proficient with regards to conducting different types of transactions for clients./liliDemonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation./liliBegin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services./liliIdentify client referral opportunities to appropriate team members./lili1+ years of community banking experience./liliDevelop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships./liliAbility to have meaningful financial conversations with clients during all interactions./liliMaintain ongoing communication with clients following internal processes and procedures./liliCapable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings./li/ulpClient Service Specialist As a Client Service Specialist (CSS), you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired from previous banking and customer service roles to better serve Independent Bank clients and offer appropriate products, services and solutions. This position is similar to the traditional lead teller or personal banker role with self-guided growth opportunities./pulliAssist clients with transaction services and provide solutions in a friendly and efficient manner./liliExemplify professional knowledge on the framework of Independent Bank business accounts./liliRecognize opportunities to meet client needs with Independent Bank products and services, as well as offering appropriate solutions./liliIdentify client referral opportunities to appropriate team members./liliTake consumer loan applications in response to client inquiries./liliResponsible 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./liliDemonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation./liliAdvanced proficiency with Independent Bank products and services./liliAccountable for participating in IB Edge Sales Management routines such as roadmaps and check-ins./lili2+ years of community banking experience or high level customer service and cash handling experience./liliCapability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships./liliAbility to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations./liliMaintain ongoing communication with clients following internal processes and procedures./liliCapable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings./li/ulpClient Service Expert As a Client Service Expert (CSE) you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired in previous positions and will serve as a mentor and instructor for other team members in advancing their skills. This position is a step above a traditional, more experienced lead teller or personal banker role with self-guided growth opportunities./pulliAssist clients with transaction services and provide solutions in a friendly and efficient manner./liliExemplify professional knowledge on the framework of Independent Bank business accounts./liliDemonstrated ability to make personal connections, engage and educate clients, ask open-ended questions, and listen in order to establish trust and build lasting relationships./liliTake consumer loan applications in response to client inquiries, as well as originate and close consumer loans./liliResponsible 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./liliDemonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation./liliAdvanced proficiency with Independent Bank products and services./liliAccountable for preparation of, and participation in, IB Edge Sales Management routines./liliPossess the drive, initiative and knowledge to provide financial options for clients using a consultative approach./liliPartner with specialists (Financial Advisors, Mortgage Originators, Commercial Lenders, etc.) to connect clients with experts who can assist with specialized needs./lili3+ years of community banking experience/liliNMLS registration under the SAFE Act of 2008./liliCapability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships./liliAbility to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations./liliMaintain ongoing communication with clients following internal processes and procedures./liliCapable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings./liliSeek out leadership opportunities and develop skills necessary to be a successful leader such as coaching, having difficult conversations, community involvement and change management./li/ulpWhy You Should Apply:/pulliCompetitive hourly pay and great benefits./liliAccommodating and flexible paid time off./liliA knowledgeable, goal-driven, and exciting team of colleagues./liliNumerous advancement opportunities with structured, personalized career paths and mentoring./liliExposure to different areas of banking and the ability to work with leaders within the industry./liliExtensive training on all areas and aspects of the/li/ul/div

Vacancy posted 5 days ago
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