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Client Associate

Job Description of Client Associate:The role of a Client Associate at Banner Bank is to offer support as a teller or banker at various retail branch locations within a specific area. Your primary responsibility is to ensure that every client has an exceptional experience while transacting with the bank. You must process transactions with complete accuracy and efficiency. Additionally, you should suggest and promote bank products and services to clients to help them achieve their financial objectives. As this position involves working across multiple locations, you must be willing to travel daily.Qualification of Client Associate:In addition to technical skills, bankers must also possess strong organizational and time-management skills to prioritize and manage their workload effectively:• Prospective candidates must have worked as a teller for one year or more, participate in sales efforts, and demonstrate goal attainment capability• Effective ability to manage tasks and prioritize responsibilities, coupled with fundamental arithmetic, bargaining, and analytical skills• Adhering to proper phone etiquette is an essential part of professional communication and should be practiced consistently• Exceptional abilities in developing relationships and communicating effectively with others; outstanding aptitude in meeting customer needsRequirement of Client Associate:• Fill out the given application and respond to a handful of inquiries• Answer a few questions to provide us with a better understanding of your work style• Conduct a telephonic interview with the hiring manager or recruitment personnel• Arrange for an in-person interview with the team manager and other significant members of the team at their premises• Secure an opportunity that aligns with your values and Banner's mission• Set Yourself Up for Success with a Comprehensive Background Check before Starting Your CareerBenefits of Client Associate:• A $18.00 to $19.00 hourly pay, which is determined by the employee's experience, is offered for this position. Candidates may also receive a $1.50 premium as an addition to their base salary• Incentive potential• Employees can choose from a complete range of benefits, such as medical, dental, vision, long-term disability, short-term disability and life• The company provides its employees with paid time off for vacations, illnesses, and 11 major holidays• Eligible employees can take advantage of the 401k retirement savings plan, with the option for employer matching contributions of up to 4%• The company provides a yearly tuition reimbursement benefit of up to $5,250.
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$37

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What You Should Know About Client Associate, Banner Bank

If you're looking to embark on an exciting career in banking, the Client Associate role at Banner Bank in Sierra Madre, CA, might just be the perfect fit for you! As a Client Associate, you'll play a vital role in providing exceptional service at various retail branch locations. Your main responsibility will be to ensure that every customer leaves with a smile after completing their transactions with accuracy and efficiency. You’ll also have the opportunity to suggest and promote the bank’s products and services, helping clients meet their financial goals. This position does require a bit of travel, so if you enjoy a dynamic work environment, this role is tailor-made for you. To excel as a Client Associate, you’ll need to bring a strong foundation in banking, with at least a year of experience as a teller. Additionally, you'll want to have excellent organizational and time management skills to juggle responsibilities effectively. You should also be a natural communicator, capable of building relationships and understanding customer needs. With benefits like competitive hourly pay, potential incentives, a comprehensive benefits package, and tuition reimbursement, Banner Bank invests in your career development. So, if you're passionate about helping others achieve their financial dreams and are ready for a rewarding challenge, come join us at Banner Bank and kickstart your career as a Client Associate!

Frequently Asked Questions (FAQs) for Client Associate Role at Banner Bank
What are the main responsibilities of a Client Associate at Banner Bank?

As a Client Associate at Banner Bank, your primary responsibilities include processing transactions accurately, ensuring customer satisfaction, and suggesting bank products to help clients achieve their financial goals. You'll work across various retail branch locations, so flexibility and a customer-centric approach are key.

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What qualifications do I need to become a Client Associate at Banner Bank?

To qualify for the Client Associate position at Banner Bank, candidates should have at least one year of experience working as a teller. Strong organizational skills, effective communication abilities, and a knack for sales are also crucial to succeed in this role.

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What is the pay rate for a Client Associate at Banner Bank?

Banner Bank offers a competitive pay rate for Client Associates, ranging from $18.00 to $19.00 per hour, depending on experience. There’s also an opportunity for a $1.50 premium, which adds to the overall compensation package.

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Does Banner Bank provide benefits for Client Associates?

Yes, as a Client Associate at Banner Bank, you will have the option to choose from a comprehensive benefits package, which includes medical, dental, and vision coverage, as well as life insurance, paid time off, and a 401k retirement savings plan with employer matching.

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Is prior banking experience necessary for the Client Associate role at Banner Bank?

Yes, prospective candidates for the Client Associate position at Banner Bank should have at least one year of experience working as a teller. This experience helps ensure that you are well-equipped to handle customer transactions and provide excellent service.

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Common Interview Questions for Client Associate
Can you describe your experience as a teller and how it prepares you for the Client Associate role?

When answering this question, highlight specific duties and experiences you've had as a teller, such as transaction handling, client interactions, and managing customer inquiries. Emphasize how these experiences have equipped you with the necessary skills for the Client Associate position.

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How do you prioritize tasks in a busy banking environment?

Demonstrate your ability to prioritize tasks by sharing a specific instance where you successfully managed multiple responsibilities. Discuss your time management strategies and how you maintain accuracy under pressure, which is crucial for a Client Associate at Banner Bank.

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What strategies do you use to promote bank products to customers?

When discussing this, focus on your understanding of customer needs and how you tailor your approach to recommend products. Provide examples of successful interactions where you helped clients and contributed to the bank’s sales goals.

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How do you handle difficult customer interactions?

Prepare by sharing a structured approach, such as listening actively, empathizing with the customer, and providing suitable solutions. Illustrate your responses with a real-life scenario where you turned a difficult situation into a positive experience.

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How do you stay updated with the latest banking products and services?

Reflect your enthusiasm for continuous learning by mentioning resources like training sessions, online courses, and industry blogs. Emphasize the importance of being knowledgeable about products to properly assist clients as a Client Associate.

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Can you give an example of how you built a strong relationship with a client?

Share a specific story about a client interaction where you took the time to understand their needs and establish trust. Highlight the positive outcomes of your relationship-building efforts, as this is vital in the Client Associate role.

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What do you consider to be excellent customer service in banking?

Define excellent customer service by discussing key principles such as attentiveness, responsiveness, and going above and beyond for clients. Provide examples of how you strive to embody these values in your work as a Client Associate.

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Why do you want to work for Banner Bank as a Client Associate?

Craft your answer by researching the company’s values and mission. Share your alignment with their goals and how you see yourself contributing positively as a Client Associate, demonstrating both passion and commitment.

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What skills do you believe are most important for a successful Client Associate?

Highlight skills like communication, sales ability, organizational skills, and attention to detail. Discuss how each of these is crucial in performing the duties of a Client Associate at Banner Bank efficiently.

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How do you ensure accuracy in financial transactions?

Explain your meticulous attention to detail and any specific procedures you follow to verify and double-check transactions. Share past experiences where your approach helped avoid errors in financial dealings.

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Banner Bank is a dynamic full-service financial institution, operating safely and profitably within a framework of shared integrity. Working as a team, we will deliver superior products and services to our valued clients. We will emphasize strong ...

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Full-time, on-site
DATE POSTED
December 5, 2024

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