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Client Relationship Associate
Client Relationship AssociateInBank • Pueblo West, CO, United States
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Client Relationship Associate

Client Relationship Associate

InBank • Pueblo West, CO, United States
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  • serp_jobs.job_card.full_time
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Floating Universal Banker

  • Location7 E. Spaulding Avenue, Pueblo West, CO, 81007, United States
  • Base Pay$18.50 - $19.50 / Hour
  • Job CategoryRetail Banking
  • Employee TypeFT Non-Exempt
  • Required DegreeHigh school
  • Manage OthersNo
  • Minimum Experience1 Year

Description

SUMMARY OF JOB :

Accurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. Build relationships with customers based on trust and recommend financial solutions based on their needs. Ensure excellent customer experience through onboarding, ongoing service, referrals. Responsible for business development and existing client growth goals.

  • This position will be based our of Pueblo West but will float between Pueblo, Pueblo West and Caon city.
  • this is not a remote position, this position is in office 5 days a week. only apply is you are able to work in-person 5 days a week.

    • ESSENTIAL JOB RESPONSIBILITES :

  • Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
  • Perform transfers, loan payments, and wire transactions.
  • Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards.
  • Open business accounts and support Treasury Management products and services implementation.
  • Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customers banking relationship.
  • Facilitate teller function for the location and accurately assist customers with processing transactions.
  • Meet / exceed sales and referral goals and meet / exceed individual and branch targets.
  • Maintain current knowledge and follow all bank financial and security regulations and procedures.
  • Embody, embrace, and demonstrate InBanks Core Values : Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity.
  • Other duties as assigned.

    • SPECIFIC DUTIES AND RESPONSIBILITIES :

    Customer Service : Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts.

    Financial : Familiarity with financial terms and practices; mathematical calculations.

    Administrative Duties : Yes

    Autonomy : Discretion for recognizing and minimizing risk to the bank.

    Employees Supervised : Not Applicable

    Budget Responsibility : Not Applicable

    The applicant who is selected for this position will be eligible for the following compensation and benefits :

  • Targeted hiring range based on experience : $18.50 - $19.50 hourly. This range is an estimate based on potential employee qualifications and other considerations permitted by law under the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules.
  • Bonus Eligibility : Annual bonus based on Company Bonus Plan / Individual Performance and is at the Company Discretion.
  • Benefits : Medical, Dental, Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance.
  • Paid Time Off : Vacation and sick leave, as well as paid Bank Holidays.
  • 401(k) : Company match begins with the first contribution and follows the company vesting schedule.
  • Other : access to career training and development opportunities, employee discounts.
  • For more about InBank and our culture, visit us here : Who We Are

    • InBank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws.

    Requirements

    Education :

  • High School Diploma or Equivalent

    • Work Experience :

  • 1+ years experience in sales, teller, new accounts, or loan processing

    • Supervisory Experience :

  • Not Applicable

    • Licenses / Accreditations :

  • None required

    • Computer Skills :

  • Proficient with Microsoft Office Suite

    • Other Requirements :

  • Detail-oriented; decision-making capabilities.
  • Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, currency or coin, and operating a telephone.
  • Must be able to open vault doors or lift / transfer items typical in an office environment.
  • Working knowledge of standard banking products, services, and transactions, including deposit products and credit / debit cards.

    • Preferred Skills / Experience :

  • Prior teller / sales experience.
  • Strong attention to detail and accuracy; professional and courteous communication skills.
  • Ability to cross-sell and / or refer bank products based on customers needs.
  • Strong oral, written customer service skills.

    • Compensation details : 18.5-19.5 Hourly Wage

    PI2cff7bf517ea-31181-39188484

    Required

    Preferred

    Job Industries

  • Other
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    Client Relationship Associate • Pueblo West, CO, United States

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