What are the responsibilities and job description for the Client Support Associate position at Seattle Bank?
Description
Who We Are
Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services and the website, CD Valet®. Our experienced team and open API, cloud-based core technology platform deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank’s most recent innovation is CD Valet, a new online marketplace that connects consumers to financial institutions to compare and open Certificates of Deposit (CDs) with the most competitive rates and terms nationwide. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company. Visit Seattle Bank for more information.
Position Summary
This position is responsible for delivering outstanding customer service to Seattle Bank clients. The position will be closely involved in the day-to-day branch activities including operations, customer service, product sales, and the security of the clients’ financial transactions.
Essential Duties
- On-board new clients, and assist with daily maintenance of deposit accounts, standard treasury management products, debit and credit cards, online and mobile banking.
- Process teller transactions.
- Educate clients on Bank products.
- Demonstrate an understanding of the Bank’s product offerings while ensuring the clients’ financial needs are being met.
- Support Commercial bankers to ensure a seamless client experience.
- Identify, create and implement process efficiencies.
Requirements
Requirements
- Bachelor’s degree or equivalent combination of relevant education and experience.
- 2 years of experience working in the financial industry.
- Excellent customer service and problem-solving skills. Ability to identify and resolve complex issues quickly.
- Strong computer and technical skills. Proficiency in Microsoft Office Suite programs.
- Ability to read, analyze and interpret business financials and bank statements.
- Demonstrated big-picture thinking in a fast-paced & ever-changing environment.
- Exceptional verbal and written communication skills, including the ability to write reports, correspondence and procedures; and interact professionally with customers and coworkers.
- Effective organizational and time management skills.
Seattle Bank Benefits
We’re committed to delivering our promise of peace of mind to our clients. But we’re also committed to our team members. We have intentionally designed a culture and work space that are highly collaborative, inclusive and supportive. We believe in the value of each team member and offer a full range of benefits and perks designed to support both your personal and professional goals. Our comprehensive benefits program for eligible employees includes:
- Medical, Dental and Vision insurance
- Employee Assistance Program (EAP), Life Insurance, Long Term Disability, Voluntary Life
- 401K with Bank contribution
- Paid Vacation – 3 Weeks
- Paid Sick Time – 1 hour per 40 hours worked
- Paid Holidays – 10 days
- Stock Options
- Annual Bonus Opportunity
- Transportation Benefits
- And fun, extra perks such as company socials and lunches, team development activities, bank sponsored volunteer opportunities, paid volunteer hours, quarterly incentive awards, and professional development opportunities.
Salary : $60,000 - $75,000
