Personal Banking Associate
4 days ago
Citizens State Bank is seeking a skilled Personal Banking Associate to join our team. As a Personal Banking Associate, you will be responsible for providing exceptional customer service and building long-term relationships with our clients. This role requires strong communication and problem-solving skills, as well as the ability to work in a fast-paced environment.
The ideal candidate will have a minimum of 90 days of experience as a teller and a desire to advance in their career. You will be expected to complete various training classes, including New Account Basic Training, New Account Advanced Training, IRA Training, Bill Pay and Debit Card Training, and Digital Banking Training. Additionally, you will need to become a digital expert and certified. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
Key Responsibilities:
- Provide personalized banking services to retail customers, including financial counseling, lending, and other financial needs.
- Evaluate customers' financial situations and make recommendations on bank products and services that can benefit them.
- Prepare and compile new customer account information, including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay.
- Referring customers to home loan originators or branch managers, educating them on various home loan products.
- Providing ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts.
Benefits:
- Medical, Dental, Vision, Health Savings account
- Wellness incentives with rewards $$, Health Savings Employer match, Health Reimbursement accounts
- Short and Long Term disability (employer paid after 1 year)
- 401K retirement savings with employer match
- Employee Relief Fund
- Tuition reimbursement
- Employee Assistance Program
- Company Logo Wear
- Paid Holidays, Vacation, Flex, Volunteer, Bereavement
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