Client Success Analyst

Job Description of Client Success Analyst:

Banner Bank is looking for a Client Success Analyst to assist tellers and bankers in multiple retail branches in a particular location. This vital role requires the provision of top-notch customer service, with precision and efficiency during transaction processing. A comprehensive knowledge of the bank's products and services is necessary to suggest the most effective solutions for customers. Please note that daily travel between branches is required as part of the job.

The Cost of Hiring a Client Success Analyst The cost of hiring varies depending on the level of service required. Typically, they charge a percentage of assets under management, with fees ranging from 0.5% to 2% of total assets. However, the benefits of working with a portable wealth manager often outweigh the cost:

Qualification of Client Success Analyst:

• Candidates who wish to be considered should have spent a minimum of one year working as a teller, play an active role in sales activities, and display their aptitude for reaching goals
• Experienced in organizing and managing workloads adeptly, reinforced with a foundational grasp of quantitative analysis, conflict resolution, and problem-solving
• With the increasing importance of email correspondence in modern business dealings, it is imperative to be mindful of the way they are written and handled
• Displayed mastery in building strong connections with individuals; unparalleled ability in providing exceptional customer service

Requirements of Client Success Analyst:

The next step is to provide information about the type of account the individual wishes to open. Account options include Individual, Joint, Trust, IRA, and Corporate:

• Engage in a brief evaluation to acquire insight into your work principles
• Initiating a Request for a Telephone Discussion with Hiring Personnel
• Organize an interview session with the team manager and other important members of your team. Schedule the time and location which is suitable for all participants, and provide them with the necessary information about the interview and what is expected from them
• Showcase your abilities and aptitude in your resume, cover letter and interview to prove your suitability for the role
• Gain Peace of Mind and Confirm Your Qualifications with a Background Check

Benefits of Client Success Analyst:

• The salary for this particular role can range from $18.00 to $19.00 per hour, with the option of earning an additional $1.50 on top of their base pay, depending on their qualifications and abilities
• Incentive potential
• The selection of benefits offered to employees is comprehensive, encompassing medical, dental, vision, long-term disability, short-term disability, and life insurance benefits
• The corporation guarantees its workforce by offering them protected leave for vacations, illnesses, and 11 designated company holidays
• The 401k savings plan is an excellent way for employees to take control of their financial future by enrolling and benefiting from an employer match of up to 4%
• Personnel who are eligible have the option to receive up to $5,250 of tuition reimbursement every year

Banner Bank mandates that applicants recognize and agree to their Privacy Consent Policy before advancing through the application process.