Client Service Associate (Banking)

TL;DR

Client Service Associate (Banking): Providing prompt and accurate financial transactions and managing customer relationships with an accent on exceptional customer service and product cross-selling. Focus on profiling customers to suggest tailored products, processing account documentation, and ensuring regulatory compliance.

Location: LaSalle, CO

Compensation: $16.54 - $22.67 per hour

Company

hirify.global is a financial holding company providing a diversified line of banking, payments, and factoring services.

What you will do

• Process financial transactions accurately in accordance with bank policies and procedures.
• Profile new and existing customers to suggest tailored banking products and services.
• Open new accounts and ensure all documentation is accurate and completed timely.
• Identify and execute cross-selling opportunities to contribute to retail branch goals.
• Resolve customer issues promptly to maintain goodwill and foster loyalty.
• Safeguard customer information and adhere to all financial regulations and security protocols.

Requirements

• High school diploma or GED.
• Must be at least 18 years old.
• Preferably 6 to 12 months of bank teller experience.
• Experience in customer service, sales, or cross-selling.

Culture & Benefits

• Comprehensive insurance: Medical, Dental, and Vision.
• Paid Time Off.
• 401k retirement plan.
• Values-driven environment focused on fairness, humility, and community prosperity.