Retail Banking - Client Service Associate 1

Independent Bank • Leslie, MI

3d

About The Position

The Client Service Associate 1 is the first step in Independent Bank’s Retail Banking career path. The role focuses on learning or reviewing basic banking transactions and the fundamental banking terms, products, and services offered by the bank. Similar to a traditional bank teller position, it provides self-guided growth opportunities, with training and continuing education through the Career Path.

The CSA1 serves clients by handling transactions and providing friendly, efficient service and appropriate financial solutions. The position uses available technology to complete daily tasks and develops familiarity with consumer and business accounts, digital banking, bank policies, and procedures. The employee completes assigned career-path modules, metrics, and training, and performs other related duties as assigned.

Requirements

• High school diploma or equivalent education.
• 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.
• Ability to thrive in a fast-paced and rapidly changing environment while maintaining accuracy, timeliness, and client focus.
• Ability to adapt to new ideas, processes, workflows, and systems.
• Understanding of and commitment to Independent Bank customer service standards.
• Ability to comply with applicable regulatory requirements and personnel policies, including Bank Secrecy Act (BSA), confidentiality, information security, and ethical standards.

Nice To Haves

• Customer service experience.
• Cash handling experience.

Responsibilities

• Serve clients and provide solutions in a friendly and efficient manner.
• Conduct different types of client transactions accurately and develop a thorough understanding of transaction processes.
• 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.
• Follow bank policies and procedures and applicable regulatory, confidentiality, information security, and ethical standards.
• Complete assigned Career Path modules, position metrics, continuing education, and online compliance and regulatory courses.
• Perform other related duties as assigned.

Benefits

• Competitive hourly pay.
• Great benefits.
• Flexible paid time off.
• Structured, personalized career paths and mentoring.
• Extensive training on banking.
• Advancement opportunities.
• Exposure to different areas of banking and opportunities to work with industry leaders.
• Community-focused events and volunteer opportunities.

What This Job Offers

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