Retail Banking - Full Time Client Service Associate 1

Independent Bank • Mason, MI

16d

About The Position

The Client Service Associate 1 is the first step in a career path within Independent Bank’s Retail Banking team. The role focuses on learning or reviewing basic banking transactions and the fundamental banking terms, products, and solutions offered by the bank. The CSA1 serves clients by conducting transactions, providing financial solutions, and using available technology to perform daily tasks. The position includes completing assigned Career Path modules and metrics, continuing education, and other related duties as assigned. The role is similar to a traditional bank teller position and offers self-guided growth opportunities.

Requirements

• High school diploma or equivalent education.
• Excellent interpersonal, presentation, and communication skills, including verbal and non-verbal communication, email and phone etiquette, and ability to work cohesively as part of a team.
• Ability to thrive in a fast-paced, rapidly changing environment while maintaining accuracy, timeliness, and client focus.
• Ability to adapt to new ideas, processes, workflows, and systems.
• Understanding of and adherence to Independent Bank customer service standards.
• Compliance with applicable regulatory and personnel policies.

Nice To Haves

• Customer service experience.
• Cash handling experience.

Responsibilities

• Serve Independent Bank clients and provide solutions in a friendly and efficient manner.
• Conduct different types of client transactions accurately and proficiently.
• Deliver financial solutions using Independent Bank products and services.
• Use available technology to perform daily tasks.
• Understand the basic framework of Independent Bank products, including consumer and business accounts and digital banking.
• Learn and follow bank policies and procedures and applicable regulatory and personnel policies, including Bank Secrecy Act, confidentiality, information security, and ethical standards.
• Complete online compliance and regulatory courses.
• Complete position modules and metrics and assigned continuing education through the Career Path.
• Perform other related duties as assigned.

Benefits

• Competitive hourly pay and great benefits.
• Accommodating and flexible paid time off.
• Advancement opportunities with structured, personalized career paths and mentoring.
• Training on banking topics and opportunities to learn about different areas of banking.
• Community-focused events and volunteer opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED