About The Position

The Associate Banker provides client service and support at a banking center, including processing account transactions and introducing clients to banking products, services, and digital solutions. The role works toward individual and banking-center sales and service goals and may assist other departments as needed. It is suited to someone interested in building a career in finance; training and coaching are provided during onboarding and on the job, with opportunities for advancement as performance is demonstrated. The position is an individual-contributor role with clear direction, established processes, and expectations. Associate Bankers are expected to work steadily and accurately, follow guidelines and policies, support others without a competitive environment, and build respectful relationships with clients and fellow associates. The role offers a scorecard-based monthly incentive plan and a benefits package that includes insurance, a 401(k), an associate stock purchase program, paid time off, and associate banking perks.

Requirements

  • High school diploma or equivalent.
  • Strong work ethic and ability to complete work accurately.
  • Ability to think logically, analyze situations, and make sound decisions.
  • Ability to handle multiple tasks simultaneously.
  • Ability to work with multiple computer and software systems.
  • Ability to calculate figures and amounts, such as cash back and percentages.
  • Ability to grasp, push, pull, lift, bend, raise, and hold hands and arms overhead when completing certain tasks.

Nice To Haves

  • Previous banking, cash handling, or financial services experience.
  • At least 6 months of demonstrated successful sales experience.
  • Bilingual language skills.
  • A passionate and motivated self-starter.
  • Interest in educating clients about banking products and digital technologies.

Responsibilities

  • Provide exceptional service to a diverse audience of clients.
  • Introduce clients to banking products, services, and digital solutions.
  • Process account transactions accurately and according to established guidelines.
  • Work toward individual and banking-center sales and service goals.
  • Assist other departments as needed.
  • Build rapport with clients and fellow associates and treat others with respect and consideration.
  • Follow established processes, guidelines, structure, and policies.
  • Work overtime when necessary, typically no more than 5%.

Benefits

  • Insurance
  • 401(k)
  • Associate stock purchase program
  • Paid time off
  • Associate banking perks
  • Scorecard-based monthly incentive plan
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