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Client Financial Advisor

2 months ago

Carthage, Missouri, United States STAR Inc. Full time

If you are seeking a workplace that offers extensive career advancement and development prospects, look no further. Recognized as one of the top employers in Indiana, STAR Financial Bank aims to be the preferred employer and exemplifies the spirit of teamwork.

STAR Financial Bank is a community-focused financial institution in Indiana, celebrated for its commitment to delivering exceptional service, tailored banking solutions, and innovative technology for over 80 years. We take pride in being a community bank in every sense. Beyond financial contributions and employee volunteer efforts, STAR is devoted to collaborating with individuals and organizations that enhance our communities. At each of our branches, employees showcase their dedication to STAR and our clients by upholding our core values: Honesty & Integrity, Accountability, Respect for All, Commitment to Lifelong Learning, Community Leadership, Innovation, Celebrating Success, and Independence.

STAR Financial Bank proudly embraces diversity and acknowledges that it encompasses more than just physical attributes. We are an equal opportunity employer (EEO) committed to inclusivity for all employees and applicants, regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or veteran status, in accordance with applicable laws. STAR adheres to all relevant federal, state, and local non-discrimination laws in every location we operate.

The Personal Banker role is part of a workplace model that does not permit remote work.

Key Responsibilities of a Personal Banker include:

  • Processing and verifying various financial transactions, including cash handling, check cashing, and maintaining accurate transaction records.
  • Engaging with customers and prospective clients to assess their needs and recommending STAR's products and services accordingly.
  • Accepting payments for loans, credit cards, and other services.
  • Maintaining and balancing the cash drawer accurately.
  • Delivering exceptional customer service.
  • Initiating new account setups.
  • Addressing and resolving customer concerns promptly, either personally or by directing them to the appropriate source.
  • Providing account-related information and assisting with additional services.
  • Keeping current on bank products, services, and procedures.
  • Following and implementing all operational policies and procedures.
  • Completing annual compliance training.
Required Skills:
  • Ability to identify and suggest appropriate solutions for customers.
  • Commitment to delivering outstanding customer service.
  • Strong attention to detail and accuracy in processing transactions.
  • Excellent organizational skills.
  • Effective oral and written communication abilities.
  • Strong critical thinking and problem-solving capabilities.
  • Ability to fulfill required duties and stay updated on product and service offerings.
  • Alignment with STAR's Core Values and Brand Behaviors.
  • Proficiency in computer skills, including familiarity with Windows-based systems.
Selected candidates are expected to progress to a Personal Banker II role after a specified period of employment and must fulfill all certification requirements.

In addition to standard compensation and benefits packages, our leadership team continuously collaborates to introduce innovative employee benefits and perks, including: Affordable Medical/Vision/Dental Coverage, Flexible Dependent Care Account, Health Savings Account (with employer contributions), Prescription Drug Plan, Employee Wellness Initiatives (physical, mental, financial), Health Management Reimbursement Program, Short-Term/Long-Term Disability, Life Insurance, Tuition Reimbursement, Competitive Pay and Bonus Program, 401k (with employer match), and generous Paid Time Off including holidays.

**Eligibility for benefits is determined by employment status classification and will be discussed during the interview process.**