Client Service Pro: Banking Career Path

Bay City Main
623 Washington Ave
Bay City, MI 48708, USA

Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank
, our team lives our mission every day:

Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity—and we believe that starts with the team who supports them.

Our Retail Career Path was built to do just that—support you
. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need to advance—with the flexibility to progress at your own pace and increase your earning potential as you go.

As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional “bank teller” role with self-guided growth opportunities.

• Assist clients with transaction services and provide solutions in a friendly and efficient manner.
• Deliver financial solutions to clients utilizing the Independent Bank products and services.
• Gain an understanding of the basic framework of Independent Bank accounts.
• Become skilled with regards to conducting different types of transactions for clients.
• Utilize all available technology to perform daily tasks.

As a Client Service Associate 2 (CSA2), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will continue to grow the knowledge, skills and abilities necessary to better service Independent Bank clients and offer appropriate products, services and solutions. This position is similar to a traditional “bank teller” role with self-guided growth opportunities.

• Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.
• Strengthen your understanding of the basic framework of Independent Bank business accounts.
• Become proficient with regards to conducting different types of transactions for clients.
• Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
• Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.
• Identify client referral opportunities to appropriate team members.
• 1+ years of community banking experience.
• Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
• Ability to have meaningful financial conversations with clients during all interactions.
• Maintain ongoing communication with clients following internal processes and procedures.
• Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.

As a Client Service Specialist (CSS), you are responsible for keeping everything running smoothly behind the scenes, as well as making our clients feel welcomed, engaged, and significant. In this position, you will apply the knowledge, skills and abilities acquired from previous banking and customer service roles to better serve Independent Bank clients and offer appropriate products, services and solutions. This position is similar to the traditional “lead teller” or “personal banker” role with self-guided growth opportunities.

• Assist clients with transaction services and provide solutions in a friendly and efficient manner.
• Exemplify professional knowledge on the framework of Independent Bank business accounts.
• Recognize…