Senior Client Service Associate

Hanover Community Bank•New York, NY
•$22 - $26

About The Position

Hanover Bank is seeking a full-time Senior Client Service Associate Floater to enhance the client experience through exceptional service, relationship development, sales, and support for branch and bank operations. The role performs both platform and teller functions, processes routine transactions, opens new accounts, and supports branch functions as needed. The associate is a trusted branch leader who works closely with the Assistant Manager and may assume the Assistant Manager’s duties in their absence. The position focuses on building client relationships through personalized financial conversations, outbound outreach, follow-up, referrals, and recommendations tailored to clients’ needs. The associate promotes the Bank’s products, services, and digital capabilities, contributes to branch growth goals, and supports risk management and operational requirements. The role also requires teamwork, participation in sales and development activities, and schedule flexibility, including Saturdays.

Requirements

  • High school diploma or equivalent GED.
  • At least two years of banking experience.
  • Ability to handle multiple tasks at once.
  • Professional demeanor and attire.
  • Strong communication and organizational skills.
  • Working knowledge of MS Excel, MS Word, and MS Outlook.

Nice To Haves

  • Supervisory experience.

Responsibilities

  • Engage clients in financial conversations to identify needs and recommend tailored solutions.
  • Conduct outbound calls and other outreach to develop client relationships, schedule appointments, and grow deposits.
  • Identify cross-selling and referral opportunities and connect clients with appropriate products, services, and business partners.
  • Build and maintain a pipeline of client opportunities, tracking interactions and follow-ups.
  • Meet or exceed goals for client contacts, appointments, referrals, and product growth.
  • Participate in community events, networking, and in-branch sales initiatives.
  • Strengthen client retention through proactive service, regular check-ins, and timely resolution of needs.
  • Deliver personalized service and build long-term client relationships through consistent engagement and follow-up.
  • Educate clients about the Bank’s products, services, and digital capabilities, ensuring a seamless experience across in-person and remote touchpoints.
  • Maintain knowledge of Bank products, services, and promotions and articulate their value in relation to client needs.
  • Process deposits, withdrawals, check cashing, loan payments, and transfers accurately and efficiently.
  • Open new accounts in person and in partnership with line-of-business partners, ensuring accuracy and compliance.
  • Follow Bank policies, procedures, and regulatory requirements, including Bank Secrecy Act requirements.
  • Support branch operations, including ATM balancing, cash recycler management, vault oversight, and periodic audits.
  • Collaborate with the branch team to achieve sales, service, and operational goals and support customer and branch-related tasks.
  • Participate in sales meetings, coaching sessions, and ongoing development activities.
  • Demonstrate scheduling flexibility, including availability on Saturdays, to meet business needs.
  • Contribute to branch revenue, sales, and service metrics.

Benefits

  • Medical, dental, and vision insurance, with HSA, FSA, and commuter benefit options.
  • Company-paid life insurance and Accidental Death & Dismemberment insurance.
  • Company-paid long-term disability insurance.
  • Voluntary additional life and AD&D insurance for employees, spouses, and dependents.
  • Voluntary short-term disability insurance.
  • Pet insurance.
  • Legal services plan.
  • Accident insurance.
  • Hospital indemnity insurance.
  • Cancer care insurance.
  • 401(k) plan with company match.
  • Paid personal time off.
  • Paid company holidays.
  • Annual performance bonuses.
  • Annual salary increases.
  • Company-sponsored events.
  • Employee contests and recognition programs.
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