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Client Relationship Associate

Client Relationship Associate

Availa BankAmes, IA, United States
30+ days ago
Job type
  • Full-time
Job description

Availa Bank

Description : EEO Employer

Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more.

This is not a remote position.

UNIVERSAL BANKER III (SENIOR BANKER) POSITION SUMMARY

This position is responsible for assisting with a customers financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts.

SCHEDULE

  • 8 : 00 a.m. to 5 : 00 p.m. Monday through Friday
  • Will be part of the Saturday rotation from 8 : 00 a.m. to 12 : 00 p.m.

BENEFITS

Availa Bank offers a rich selection of benefits you can personalize to support you and your familys needs. Benefits may include :

  • Medical, Dental & Vision Plans
  • Option for Health Savings Account (HSA)
  • Life Insurance (Company paid for employee)
  • 401K and Employee Stock Ownership Plan (ESOP)
  • Company Paid Short & Long Term Disability Insurance
  • Flexible Spending Account (FSA) & Dependent Care
  • Eligibility for Tuition Assistance and Discounts
  • Employee Assistance Program (EAP)

    • UNIVERSAL BANKER III (SENIOR BANKER) ESSENTIAL DUTIES AND ACCOUNTABILITIES

  • Build and maintain strong relationships with customers to understand their financial needs and objectives
  • Provide expert advice on a variety of banking products, including complex accounts, personal accounts, business accounts, and consumer loans
  • Identify opportunities to deepen customer relationships and proactively promote bank products and services to meet the customers financial goals
  • Identify business opportunities and drive customer acquisition through networking and referrals
  • Collaborate with internal teams to ensure seamless service delivery and customer satisfaction
  • Monitor market trends and competitor activities to inform business strategies
  • Ensure compliance with all regulatory requirements and company policies
  • Handle financial transactions efficiently and effectively with all customers (including, but not limited to, deposits, withdrawals, advances, loan payments and merchant transactions)
  • Maintain a balanced cash drawer
  • Assist with all branch operational tasks and duties as needed

    • Requirements :

    UNIVERSAL BANKER III (SENIOR BANKER) ROLE QUALIFICATIONS :

    Education

  • High school diploma or equivalent required

    • Experience

  • Accounting or banking experience encouraged

    • Other Skills and Abilities

  • Strong math skills; add, subtract, multiply and divide in all units of measure
  • Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees
  • Must be able to multi-task in a busy environment
  • Understands computer and other equipment capabilities and limitations
  • Exceptional organizational and time management skills
  • Maintain a complete understanding of regulatory and compliance policies and procedures
  • Must be able to work flexible hours and shifts
  • Travel to / from and work in multiple locations

    • PM21

    PI65c1c9c71e38-31181-38597676

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    Client Relationship Associate • Ames, IA, United States

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