Part Time Client Service Associate

Client Service Associate 1

• 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.

• 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.

• 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 opportunities to meet client needs with Independent Bank products and services, as well as offering appropriate solutions.
• Identify client referral opportunities to appropriate team members.
• Take consumer loan applications in response to client inquiries.
• Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.
• Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
• Advanced proficiency with Independent Bank products and services.
• Accountable for participating in IB Edge Sales Management routines such as roadmaps and check-ins.
• 2+ years of community banking experience or high level customer service and cash handling experience.
• Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
• Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
• 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.

• 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.
• Demonstrated ability to make personal connections, engage and educate clients, ask open-ended questions, and listen in order to establish trust and build lasting relationships.
• Take consumer loan applications in response to client inquiries, as well as originate and close consumer loans.
• Responsible for advanced branch operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash items, debit/credit card disputes, instant issue debit cards and wire transfers.
• Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.
• Advanced proficiency with Independent Bank products and services.
• Accountable for preparation of, and participation in, IB Edge Sales Management routines.
• Possess the drive, initiative and knowledge to provide financial options for clients using a consultative approach.
• Partner with specialists (Financial Advisors, Mortgage Originators, Commercial Lenders, etc.) to connect clients with experts who can assist with specialized needs.
• 3+ years of community banking experience.
• NMLS registration under the SAFE Act of 2008.
• Capability to develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.
• Ability to have in-depth, proactive financial conversations with clients during all interactions, and follow through on the results of those conversations.
• 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.
• Seek out leadership…