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Job Summary of Floating Investment Manager:We take our responsibility in the economy seriously, as evidenced by our 150 locations and $16 billion in assets across Washington, Oregon, Idaho, and California. We pride ourselves on offering financial assistance to individuals and businesses of all sizes while investing millions of dollars in philanthropic endeavors and engaging our employees in volunteering programs to serve our local communities.A Floating Investment Manager for Banner Bank is responsible for offering backup teller/banker assistance at multiple retail branches within a particular region. Your primary obligation is to ensure that each client has a satisfactory banking experience. This includes processing transactions accurately and quickly, as well as recommending bank products/services that might aid clients in achieving their financial objectives. You will be expected to travel between branches daily for this role.Qualification of Floating Investment Manager:Excellent communication and customer service skills are also important for bankers, as they need to work closely with clients, answer questions, and help clients make informed financial decisions:• To be eligible for the role, candidates must have at least one year of teller experience combined with expertise in sales and proven success in achieving established objectives• Expertise in coordinating and arranging workloads, supplemented with basic skills in quantitative analysis, conflict resolution, and problem solving• Developing strong communication skills, including phone and email etiquette, can greatly enhance one's professional image and effectiveness in their role• Skilled in developing meaningful connections with others; adept in providing unparalleled customer serviceRequirements of Floating Investment Manager:• Respond to several simple queries and fill out a straightforward application• Take a rapid survey to give us an idea of how you approach tasks• Fix a time for a phone interview with the manager or recruitment personnel• Plan for a one-on-one interview session with the team manager and other important members of the team• Secure an opportunity that aligns with your values and Banner's mission• Take the First Step Towards Your Dream Career by Passing a Background CheckBenefits of Floating Investment Manager:• Based on experience, employees can earn an hourly wage of $18.00 to $19.00 for this position. An extra premium of $1.50 can be added to their base salary• Incentive potential• A holistic range of employee benefits are available, such as medical, dental, vision, long-term disability, short-term disability and life• The company supports its workforce with covered time off during vacation, when they are unwell, and for 11 specified company holidays• By enrolling in the 401k retirement savings plan, employees can secure their financial future, with the employer matching contributions of up to 4%• Employees can take advantage of a yearly tuition reimbursement benefit that can cover up to $5,250 in education expensesBefore submitting your application, take a moment to review Banner Bank's Privacy Consent Policy.
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CEO of Banner Bank
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What You Should Know About Floating Investment Manager, Banner Bank

Are you looking for an exciting opportunity to make a real difference in the lives of individuals and businesses? Join Banner Bank as a Floating Investment Manager in beautiful Pacific, WA! In this dynamic role, you won't just be another employee; you’ll be pivotal in ensuring our clients receive an outstanding banking experience at multiple retail branches. You'll love the diversity of tasks, ranging from processing transactions quickly to recommending tailored bank products and services that genuinely help clients meet their financial goals. Travel is a key part of the job, so prepare to explore different branches daily and connect with new colleagues and customers. At Banner Bank, we pride ourselves on our strong values that emphasize expanding financial possibilities while contributing millions to local communities through philanthropy. The ideal candidate should possess at least one year of teller experience, demonstrating sales success and exceptional customer service skills. If you're ready to elevate your career, take initiative, and join our mission of integrity and support, we’re excited to meet you.

Frequently Asked Questions (FAQs) for Floating Investment Manager Role at Banner Bank
What are the main responsibilities of a Floating Investment Manager at Banner Bank?

As a Floating Investment Manager at Banner Bank, your primary responsibilities include offering backup teller and banker assistance across various retail branches, ensuring each client enjoys a satisfactory banking experience. You'll be tasked with processing transactions accurately, efficiently recommending suitable bank products, and maintaining strong relationships with clients to help them achieve their financial objectives.

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What qualifications do I need to apply for the Floating Investment Manager position at Banner Bank?

To be eligible for the Floating Investment Manager role at Banner Bank, candidates should have at least one year of teller experience combined with a proven track record in sales successfully meeting objectives. Skills in quantitative analysis, conflict resolution, and problem-solving are essential, alongside strong communication abilities, especially in phone and email etiquette.

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What is the salary range for a Floating Investment Manager at Banner Bank?

Banner Bank offers a competitive hourly wage of $18.00 to $19.00 for the Floating Investment Manager position, with the possibility of an additional premium of $1.50 based on experience. Employees may also benefit from a performance-based incentive, making this an attractive offer in the financial sector.

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What benefits are available for Floating Investment Managers at Banner Bank?

As a Floating Investment Manager at Banner Bank, you will enjoy a comprehensive benefits package, including medical, dental, and vision coverage, both long-term and short-term disability insurance, and life insurance. Additionally, you will receive paid time off, observe 11 specified company holidays, and have access to a 401k retirement plan with employer-matching contributions.

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What is the application process for the Floating Investment Manager role at Banner Bank?

To apply for the Floating Investment Manager position at Banner Bank, candidates need to respond to a few simple queries, fill out an easy application, and complete a brief survey to demonstrate their task approach. Following these steps, candidates will schedule a phone interview and then plan for a one-on-one interview with the team manager and other key personnel.

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Common Interview Questions for Floating Investment Manager
Can you describe a time when you delivered exceptional customer service as a Floating Investment Manager?

When answering this question, share a specific example from your previous experience that shows how you went above and beyond to assist a client. Highlight the situation, the actions you took, and the positive outcome, emphasizing your commitment to excellent customer service.

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How do you prioritize your tasks as a Floating Investment Manager working across multiple branches?

Explain your approach to task management, mentioning tools or strategies you use to stay organized and prioritize effectively. Discuss how your method ensures that you meet clients' needs across various locations.

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What steps do you take when recommending bank products to clients?

Outline your process of understanding a client's financial situation, needs, and goals before suggesting products. Emphasize the importance of personalized service and how it leads to informed client decisions.

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How do you handle difficult conversations or conflicts with clients?

Provide a framework for dealing with challenging conversations, including active listening, empathy, and problem-solving. Share an example if possible, which illustrates your capability to resolve conflicts effectively.

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What is your experience with sales in a banking context?

Discuss your background in sales, including specific targets you’ve achieved or strategies you've employed to drive sales results. Connect this experience with how it prepares you for the Floating Investment Manager role at Banner Bank.

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Can you give an example of working in a team environment?

Share a relevant experience that highlights your ability to collaborate and contribute positively to a team. Focus on clear communication, respect for diverse perspectives, and achieving common goals.

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How do you ensure accuracy when processing transactions?

Explain the methods and checks you implement to maintain accuracy when completing transactions. Mention your attention to detail and any tools or techniques that help avoid errors.

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How do you stay updated on banking products and market trends?

Discuss your proactive approach to staying informed about banking products and trends, such as attending training sessions, reading industry news, and networking with professionals for insights.

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What motivates you in a Floating Investment Manager role?

Reflect on what drives your enthusiasm for this position, whether it’s helping clients reach financial goals, working in a dynamic team environment, or contributing to the community through your work at Banner Bank.

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What is your approach to building relationships with clients?

Share strategies you use for building and maintaining relationships with clients, such as personalized interactions, follow-ups, and being genuinely interested in their financial well-being.

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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 21, 2024

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