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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

As a Floating Investment Manager at Banner Bank in Columbia City, OR, you’ll have a dynamic role that enables you to make a positive impact on our clients and the community. We have a significant footprint, with 150 locations and $16 billion in assets, and we take pride in empowering individuals and businesses with the financial services they need. Your day-to-day responsibilities will include providing support not just as a teller but also as a banker, ensuring that each client receives top-notch assistance tailored to their unique financial journey. You will travel between various retail branches, so being adaptable and able to jump into different situations will be key! Your communication skills will shine as you process transactions swiftly while recommending suitable bank products that align with client goals. By establishing meaningful connections with each person you meet, you will be regarded as a trusted advisor in their financial lives. Additionally, your proactive approach to customer service and your expertise in sales will enable you to meet our established objectives with ease, making a substantial difference in our customers' experiences. If you're passionate about helping others achieve their financial dreams while being a part of a supportive team, then this Floating Investment Manager role at Banner Bank may be just the opportunity for you. We invite you to join us in serving our communities while growing your career!

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

The Floating Investment Manager at Banner Bank is primarily responsible for providing backup teller and banker assistance across multiple branches. This role involves ensuring clients have a satisfactory banking experience by processing transactions accurately, recommending bank products, and addressing inquiries to help clients achieve their financial objectives.

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What qualifications are needed for a Floating Investment Manager at Banner Bank?

To qualify for the Floating Investment Manager position at Banner Bank, candidates need at least one year of teller experience, sales expertise, and a proven ability to meet established goals. Strong communication and customer service skills are also essential for building client relationships while maintaining professionalism in all interactions.

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Is the Floating Investment Manager position at Banner Bank a full-time role?

Yes, the Floating Investment Manager role at Banner Bank is typically a full-time position, requiring flexibility to travel between branches and support clients across our locations. This role offers the opportunity to engage with different teams and clientele throughout the week.

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What are the benefits 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 role, with potential for additional premiums. Employees enjoy comprehensive benefits, including medical, dental, vision, and a strong 401k plan with matching contributions. The bank also provides tuition reimbursement and paid time off for vacations and illness.

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How does the Floating Investment Manager role support Banner Bank's mission?

The Floating Investment Manager supports Banner Bank's mission by providing exceptional customer service and offering financial solutions that cater to the needs of individuals and businesses. By helping clients achieve their financial goals, managers contribute to the bank's commitment to community development and economic empowerment.

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Common Interview Questions for Floating Investment Manager
Can you describe your experience with customer service and how it applies to the Floating Investment Manager role?

In answering this question, highlight specific examples of exceptional customer service you've provided in previous roles. Discuss how understanding client needs and proactive problem-solving skills are crucial for a Floating Investment Manager at Banner Bank.

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How do you handle difficult customer interactions as a Floating Investment Manager?

Discuss your approach to conflict resolution, emphasizing patience and empathy. Provide an example of a challenging situation where you successfully diffused tension, showcasing your ability to maintain professionalism under pressure.

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What strategies do you use to recommend bank products to clients?

You can answer this by outlining how you identify customer needs through active listening and asking relevant questions. Mention how you align their financial goals with appropriate bank products, ensuring clients see the value in what you suggest.

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Why is it important for a Floating Investment Manager to be adaptable?

Adaptability is key in this role due to the frequent travel between branches and diverse customer needs. Explain how being flexible allows you to meet varying demands and enhance the customer experience while representing Banner Bank.

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How would you prioritize your tasks in a busy banking environment?

When addressing this, outline your organizational skills and how you determine what tasks are urgent. Discuss techniques, like using checklists, to manage your responsibilities effectively, ensuring you provide excellent service regardless of the workload.

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What motivates you to work in the financial services industry?

This is a great opportunity to speak about your passion for helping people improve their financial health. Convey how you find fulfillment in being a part of clients' financial journeys and the positive impact you can make in their lives.

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How do you ensure compliance with banking regulations?

In your answer, talk about familiarizing yourself with the relevant policies and regular training. Explain the importance of staying updated on compliance issues to protect the bank and its clients, ensuring every transaction is within guidelines.

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Describe a situation where you exceeded sales targets.

Share a specific example of a time when you exceeded sales targets, detailing the approaches you took, the strategies you employed, and how your focus on customer needs led to greater sales success.

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What role does teamwork play in the Floating Investment Manager position?

Emphasize how collaboration with your teammates and other departments enhances service quality and efficiency. Discuss the importance of sharing knowledge and supporting each other, particularly in a multi-branch role.

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How do you keep your knowledge of financial products and services current?

To answer this, mention actively seeking out training opportunities, attending seminars, and utilizing resources from Banner Bank to stay informed about new products and services to effectively serve your clients.

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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 4, 2024

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