Floating Investment Manager - job 2 of 3

As a Floating Investment Manager at Banner Bank, you will be responsible for providing backup teller and banker assistance at various retail branches in your region. Your primary goal is to ensure clients have a satisfactory banking experience by processing transactions swiftly and accurately, and providing tailored recommendations for bank products and services to help clients meet their financial goals. The role requires you to travel between branches on a daily basis, enabling you to interact with a diverse array of customers and assist them in a variety of banking matters.

To be eligible for the Floating Investment Manager role at Banner Bank, you should have at least one year of teller experience, complemented by effective sales skills and a demonstrated history of meeting performance objectives. Strong organizational and coordination skills are also essential, along with basic skills in problem solving and conflict resolution. Additionally, excellent communication abilities—both in-person and via phone and email—will help you interact meaningfully with customers and support their banking needs.

Banner Bank offers a comprehensive benefits package for the Floating Investment Manager position, including an hourly wage ranging from $18.00 to $19.00, with the potential addition of a $1.50 premium based on experience. Employees also benefit from a variety of perks such as medical, dental and vision coverage, long-term and short-term disability insurance, life insurance, paid time off, and 11 company holidays. Furthermore, a 401k retirement savings plan with employer matching up to 4% and annual tuition reimbursement can help employees secure their financial future while pursuing higher education.

The hiring process for the Floating Investment Manager role at Banner Bank involves several steps to ensure a perfect fit for both the candidate and the company. Initially, you will need to respond to basic queries and fill out an application form. Following that, you'll take a brief survey to help us understand your job approach better. After that, you'll schedule a phone interview with a manager or recruitment personnel, and finally, you'll plan for a one-on-one interview with the team manager and other important team members. Successful candidates must also pass a background check.

As a Floating Investment Manager at Banner Bank, you’ll play a pivotal role not just in banking, but also in our community initiatives. We are deeply committed to philanthropic efforts and engage our workforce in volunteer programs. By assisting clients with their financial goals, you ultimately contribute to the economic well-being of individuals and businesses across our regional footprint, enriching local communities in Washington, Oregon, Idaho, and California. Your role helps empower clients to achieve financial success, which in turn supports the vitality of the community.

When dealing with challenging customer interactions, it’s crucial to stay calm and listen actively to the customer's concerns. Show empathy and acknowledge their feelings, and then work together to find a solution. It's beneficial to have examples ready that showcase your conflict resolution skills and how they led to positive outcomes in previous roles. Highlight your commitment to exceptional customer service and your ability to maintain a positive attitude, even in tough situations.

To meet sales objectives effectively, I focus on understanding customer needs and aligning them with the bank's products and services. By building rapport and trust with clients, I'm able to identify opportunities for offering relevant solutions. I also track my performance metrics closely and adjust my strategies as needed. Sharing specific results or achievements from past experiences can illustrate your ability to meet and exceed sales goals.

When asked about improving a process, choose a situation where your initiative led to a significant enhancement, like increased efficiency or enhanced customer satisfaction. Describe the challenge you faced, the steps you took to analyze and improve the process, and the positive outcomes that resulted. This not only demonstrates your problem-solving skills but also highlights your contribution to the team's overall success.

To stay organized when managing tasks across multiple branches, I prioritize my daily responsibilities and create a structured schedule. Utilizing task management tools and mobile apps helps me keep track of my appointments, tasks, and follow-ups. I also communicate regularly with my team to stay informed about branch-specific issues, ensuring a collaborative effort in providing stellar service. Sharing an instance where your organizational skills contributed to your efficiency would be beneficial.

The most important part of customer service, in my opinion, is genuinely listening to the customer and understanding their needs. Providing tailored support not only creates a positive experience but also fosters long-term relationships. Share an example of a time when your attentive service had a significant impact on a customer's experience or resolved a challenging situation.

During busy days with multiple tasks, I prioritize my workload based on urgency and importance. I rely on my organizational skills, using lists or digital tools to keep track of what needs to be accomplished. Additionally, I stay calm under pressure and break down tasks into manageable steps. Providing an example of a particularly busy day you navigated successfully can showcase your ability to handle high-stress environments efficiently.

When discussing a situation where you provided excellent customer service, choose a specific instance that showcases your skills in exceeding customer expectations. Explain the context, the actions you took, and the positive result that followed. This not only demonstrates your commitment to service but also shows potential employers how you contribute to a positive work environment.

Staying informed about the latest banking products and regulations is essential in this industry. I make it a priority to read industry news, attend relevant training sessions and engage in continuous learning opportunities. Being proactive in seeking out information helps me recommend the best products to clients while ensuring compliance with regulatory requirements. Sharing examples of how you adapted to new changes can underline your commitment to professional development.

In my role as a Floating Investment Manager, I'm motivated by making a difference in people's financial lives. Helping clients achieve their goals and witnessing their success inspires me to perform at my best. Emphasizing personal stories about moments when your work positively impacted a client reinforces your passion for the position and aligns with the mission of Banner Bank.

When discussing why you want to work for Banner Bank, relate it to your values, the company's commitment to community engagement, and career growth opportunities. Mention your admiration for the bank’s mission and your excitement about contributing to their success. This approach not only shows your interest in the role but also your alignment with the organization's goals.