Retail Banking - Client Service Associate 1

Independent Bank • Marshall, MI

2d

About The Position

Independent Bank’s Retail Career Path offers a structured, self-guided journey for professional and personal growth, with training, mentorship, and tools to support advancement at an individual pace. The Client Service Associate 1 (CSA) is the face of the bank, providing friendly and efficient service while learning basic banking transactions and the fundamental terms, products, services, and account framework offered by Independent Bank. The role is similar to a traditional bank teller position and offers opportunities for continued growth.

The posting also describes progression roles in the Retail Career Path: Client Service Associate 2, Client Service Specialist, and Client Service Expert. Their duties and qualifications are included below as part of the broader career-path description. The posting notes that a float CSA position, if applicable, requires working at multiple branches during a given week, but does not identify the branches.

Requirements

• High school diploma or equivalent education.
• Outstanding client service skills.
• Ability to adapt to new ideas, processes, workflows, and systems.
• Ability to work in a fast-paced, rapidly changing environment while maintaining accuracy, timeliness, and client focus.
• Excellent interpersonal, presentation, and communication skills, including verbal and non-verbal communication, email and phone etiquette, and the ability to work cohesively as part of a team.
• Strong desire to contribute to Independent Bank’s growth and success.

Nice To Haves

• Cash handling experience is preferred but not required; training is provided.
• For the CSA2 progression role: 1+ years of community banking experience.
• For the Client Service Specialist progression role: 2+ years of community banking experience or high-level customer service and cash handling experience.
• For the Client Service Expert progression role: 3+ years of community banking experience and NMLS registration under the SAFE Act of 2008.

Responsibilities

• Assist clients with transaction services and provide solutions in a friendly and efficient manner.
• Deliver financial solutions to clients using Independent Bank products and services.
• Learn the basic framework of Independent Bank accounts.
• Become skilled in conducting different types of client transactions.
• Use available technology to perform daily tasks.
• In the CSA2 progression role, demonstrate digital products and assist clients with navigation; recognize client needs and referral opportunities; open accounts; and maintain client communications.
• In the Client Service Specialist progression role, handle advanced branch operations, take consumer loan applications, identify client needs and referrals, and participate in IB Edge Sales Management routines.
• In the Client Service Expert progression role, mentor and instruct team members, originate and close consumer loans, use a consultative approach to provide financial options, connect clients with specialists, and seek leadership opportunities.

Benefits

• Competitive hourly pay and benefits.
• Accommodating and flexible paid time off.
• Structured, personalized career paths and mentoring, with advancement opportunities.
• Extensive training across banking areas and aspects.
• Community-focused events and volunteer opportunities.

What This Job Offers

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