Client Support Associate at Seattle Bank

Seattle, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Mar, 26

Salary

0.0

Posted On

06 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Problem Solving, Technical Skills, Microsoft Office Suite, Financial Analysis, Communication Skills, Organizational Skills, Time Management, Product Knowledge, Process Efficiency, Client Onboarding, Teller Transactions, Treasury Management, Online Banking, Mobile Banking, Team Support

Industry

Banking

Description

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. This position is located in our downtown Seattle office and requires full-time, in-person work. Essential Duties Physically attending work on a set and predictable schedule is an essential function of this job. 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 Due to the collaborative nature of this position, it requires daily in-person work. No exceptions will be granted. 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 and fostering a collaborative, inclusive and supportive workplace for our team members. Our comprehensive benefits program for eligible employees includes: Medical/Vision, and Dental insurance Life Insurance, Long Term Disability, Voluntary Life 401K with Bank contribution, Stock Award, and Incentive Opportunity Paid Time Off: Vacation – 3 Weeks Sick Time – 1 hour per 40 hours worked Holidays – 10 days Transportation and fitness benefits And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities.

Responsibilities

The Client Support Associate is responsible for delivering outstanding customer service and assisting with daily branch activities, including operations and product sales. The role involves onboarding new clients and ensuring the security of clients' financial transactions.