Retail Banking - Part Time Client Service Associate 1

Client 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.

• 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.
• 2+ years of community banking experience or high level customer service and cash handling experience.
• 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.

Client 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.

• 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.
• 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 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.
• 3+ years of community banking experience
• NMLS registration under the SAFE Act of 2008.
• 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.