Client Retention Associate

Job Summary of Client Retention Associate:

At Banner Bank, the Client Retention Associate fulfills multiple roles by providing assistance to tellers, bankers, and customers visiting the retail branch. The top priority is to deliver impeccable customer service, combining speed and accuracy while conducting transaction processing. Being thoroughly familiar with various banking products is vital to provide suitable solutions to clients. It is crucial to understand that traveling daily between different branches is imperative in this role.

The Role of a Client Retention Associate The role involves more than just managing investments. They work with clients to develop a comprehensive financial plan, which includes tax planning, retirement planning, and risk management. They also offer ongoing support, helping clients stay on track with their financial goals and adjust their strategy as needed:

Qualification of Client Retention Associate:

• Prospective candidates should have a background as a teller for at least 12 months, actively participate in sales initiatives, and showcase their ability to reach objectives
• Competent in assigning and coordinating workloads aptly, supplemented by basic skills in quantitative analysis, mitigating differences, and troubleshooting issues
• A conscientious approach to written communication, specifically in email exchanges, is paramount to fostering successful business relationships
• Displayed mastery in building strong connections with individuals; unparalleled ability in providing exceptional customer service

Requirements of Client Retention Associate:

• Engage in a brief evaluation to acquire insight into your work principles
• Making a Direct Request for a Phone Meeting with Recruitment or Hiring Staff
• Carry out thorough research and analysis of vital materials available, such as previous reports, data, and anything that may influence the present state of the team
• Showcase your abilities and aptitude in your resume, cover letter and interview to prove your suitability for the role
• Verify Your Credentials to Enhance Your Job Search Success

Benefits of Client Retention Associate:

The Real-Time Updating of a Client Retention Associate allows for real-time updating of investment data. This means that you can quickly make informed decisions about your investments based on the most current data available:

• The compensation for employees in this particular position may range from $18.00 to $19.00 per hour, depending on their proficiency and experience. There is also the potential to earn an additional $1.50 on top of this hourly wage
• 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 organization provides its employees with secured leave for vacations, sickness, and 11 identified company holidays
• By enrolling in the 401k savings plan, employees are able to secure their financial future with the added benefit of a match of up to 4% from their employer
• Personnel who are eligible have the option to receive up to $5,250 of tuition reimbursement every year

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