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Client Service Associate

Job Description of Client Service Associate:The Client Service Associate position at Banner Bank requires providing support to tellers and bankers at different retail branches in a designated area. This role involves delivering exceptional customer service, ensuring accuracy and efficiency while conducting transaction processing. Excellent knowledge of the bank's products and services is required to provide customers with the necessary solutions. Note that this role requires regular movement between retail branches.Services Offered by Client Service Associate offer a variety of services, including investment management, tax planning, estate planning, retirement planning, and risk management. They also provide ongoing support, such as portfolio rebalancing and strategy adjustments, to ensure clients stay on track with their financial goals:Professional growth is highly valued in the banking sector. Experienced bankers are commonly required to attend training programs and seminars as part of their ongoing development, helping them stay up-to-date with new technologies and contemporary techniques:Qualification of Client Service Associate:• The eligibility criteria for this role require individuals to hold a minimum of one-year experience in the role of a teller, effectively take part in the sales process, and demonstrate their competence in achieving targets• Possessing expertise in coordinating and arranging workloads efficiently, coupled with basic knowledge of mathematical analysis, dispute settlement, and analytical reasoning• Proper handling of email communication as a vital aspect of contemporary business communication requires forethought and consideration• Proven capability in establishing strong ties with people; remarkable expertise in delivering exceptional customer serviceRequirements of Client Service Associate:Once the application is approved, the individual will be notified via email. The notification will include instructions on how to make the initial deposit and set up the account:• Respond to these prompt questions to gain an understanding of your work ethic• Seeking to Schedule a Phone Call with the Hiring or Recruitment Team• Organize an interview session with the team manager and other important members of your team. Schedule the time and location which is suitable for all participants, and provide them with the necessary information about the interview and what is expected from them• Draw on your skills and aptitude to make a compelling case for why you're the perfect fit for Banner's job opening• Ensure Your Professional Reputation with a Comprehensive Background CheckBenefits of Client Service Associate:The Efficiency of a Client Service Associate Without the need to log onto a desktop computer or laptop, a portable wealth manager allows for quick and easy access to financial data. This can save time and allow for more efficient management of investments:• The pay rate for individuals in this role can be between $18.00 and $19.00 hourly, with the possibility of an extra $1.50 on top of their standard wage, depending on their abilities• Incentive potential• Employees are entitled to a vast selection of benefits, including medical, dental, vision, long-term disability, short-term disability, and life insurance plans• The business supports its employees by granting them secured time-off for vacations, illnesses, and 11 specific company holidays• The 401k savings plan is a popular choice for employees looking to save for retirement with the added benefit of a company match up to 4%• Those who qualify can receive a maximum of $5,250 in tuition reimbursement every yearThe Privacy Consent Policy of Banner Bank is an essential part of the application process and must be acknowledged and agreed upon by all applicants.
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Average salary estimate

$38480 / YEARLY (est.)
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$37440K
$39520K

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What You Should Know About Client Service Associate, Banner Bank

Are you ready to kick-start your career in the banking industry? As a Client Service Associate at Banner Bank in Fontana, CA, you will be at the forefront of exceptional customer service, helping our dedicated tellers and bankers provide a range of financial solutions to our valued clients. This role is all about making connections! You’ll engage with customers to ensure they receive accurate transaction processing, while also tapping into your deep knowledge of our financial products and services. Your day will be dynamic, moving between various retail branches, bringing your customer-centric approach to every interaction. You will be instrumental in delivering services such as investment management and retirement planning, supporting our clients in achieving their financial goals. Plus, at Banner Bank, we believe in your professional development. We encourage our Client Service Associates to participate in training programs to stay sharp with new technologies and practices in banking. With competitive pay rates, generous benefits including medical and retirement plans, and opportunities for growth and tuition reimbursement, this is a fantastic opening for anyone looking to make a significant impact in a supportive environment. If you have a passion for helping others and a knack for problem-solving, then we want to hear from you!

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

The primary responsibilities of a Client Service Associate at Banner Bank include supporting tellers and bankers in various retail branches, delivering exceptional customer service, and ensuring accuracy in transaction processing. You will also assist clients by providing information about the bank's products and services, thereby helping them with their financial needs.

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What qualifications are required for the Client Service Associate position at Banner Bank?

To become a Client Service Associate at Banner Bank, candidates must have at least one year of experience as a bank teller and demonstrate effective participation in the sales process. Strong customer service skills, basic mathematical analysis, and the ability to manage communications efficiently are also essential qualifications for this role.

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What kind of professional growth opportunities does Banner Bank offer for Client Service Associates?

Banner Bank values professional growth for its Client Service Associates by offering ongoing training programs and seminars. These opportunities allow associates to stay updated with the latest banking technologies and methodology, enhancing their skills and career prospects.

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What are the benefits for a Client Service Associate at Banner Bank?

Client Service Associates at Banner Bank enjoy a competitive hourly pay rate of $18.00 to $19.00, along with an additional potential of $1.50 based on abilities. Other benefits include comprehensive medical, dental, and vision plans, a robust 401k savings plan with company matching, paid time off, and tuition reimbursement up to $5,250 every year.

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How does the Client Service Associate role at Banner Bank ensure customer satisfaction?

The Client Service Associate at Banner Bank plays a crucial role in customer satisfaction by offering personalized financial solutions and answering queries regarding the bank's services. They are trained to establish strong relationships with clients, ensuring their needs are met efficiently and effectively.

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Common Interview Questions for Client Service Associate
How do you handle difficult customers as a Client Service Associate?

When dealing with difficult customers, I believe in maintaining a calm and empathetic demeanor. I listen actively to their concerns, acknowledge their feelings, and strive to find a solution that aligns with the bank's policies while meeting their needs. Being patient and respectful often de-escalates tense situations.

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Can you describe a time when you went above and beyond for a customer?

I once assisted a customer who had an urgent financial issue by coordinating with multiple departments to expedite a resolution. I maintained consistent communication and ensured they felt supported throughout the process. The customer appreciated the extra effort, and it reinforced the value of excellent service.

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What do you consider your greatest strength as a Client Service Associate?

My greatest strength lies in my ability to communicate effectively. I can explain complex financial concepts in ways that are easily understandable to clients, which helps build trust and rapport. This strength enables me to enhance customer satisfaction and drive sales effectively.

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How do you ensure accuracy while performing transactions?

To ensure accuracy when conducting transactions, I follow a systematic approach. I double-check the information inputted, maintain a distraction-free environment, and if needed, utilize checklists or tools provided by the bank. This meticulousness minimizes errors and upholds the bank's reputation.

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What strategies do you use to achieve sales targets in a banking environment?

I believe in understanding customer needs thoroughly before proposing relevant bank products. I engage clients with open-ended questions, apply active listening, and showcase how our services can add value to their financial goals. By establishing relationships built on trust, I've consistently met and exceeded sales targets.

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

I am drawn to Banner Bank because of its commitment to excellent customer service and employee development. The positive workplace culture and opportunities for growth align with my career aspirations and values. I am excited about the chance to contribute to a team that genuinely cares about clients and employees alike.

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How would you prioritize tasks when managing multiple clients?

I prioritize tasks based on urgency and impact, often using a to-do list or digital tools for organization. I assess the needs of each client and focus first on those requiring immediate attention, while keeping track of other responsibilities to ensure all clients feel valued and attended to.

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What do you think is the most important quality for a Client Service Associate?

I believe that the most important quality for a Client Service Associate is empathy. Understanding and connecting with clients' emotions and situations enables us to provide better service and tailor our solutions to their unique needs, fostering lasting relationships.

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Describe how you keep up with banking regulations and practices.

I stay informed about banking regulations and practices through continuous education, attending seminars, and reading relevant articles. Additionally, I maintain open communication with my peers and supervisors to share knowledge and insights, ensuring compliance and best practices in my work.

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What would you do if you made a mistake during a transaction?

If I made a mistake during a transaction, my first step would be to acknowledge it immediately and inform my supervisor. Transparency is crucial. I would then work to rectify the error promptly and take notes on the situation to avoid similar mistakes in the future.

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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 6, 2024

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