Client Services Associate

Summary

The Fortis Bank Client Services Associate is responsible for creating and maintaining a welcoming and well-organized experience for our clients and our people. The ideal candidate will be able to undertake a variety of client and office support tasks and work diligently under pressure. This individual will be comfortable working with a high degree of attention to detail and discretion as well as incorporating new and effective ways to achieve better results.

Responsibilities

Client Services

• Receiving visitors at the front desk by greeting, welcoming, directing, and announcing them appropriately.
• Answering and resolving Client Inquiries that come in via phone calls and e-mails.
• Perform daily Bank opening procedures and closing procedures.
• Maintain a bank teller drawer and workstation, performing standard teller transactions for clients as needed.
• Provide ongoing administrative support to the Client Services team with relation to account servicing, maintenance, and other client service requests.
• Develop a fundamental understanding of the banking industry, as well as a complete understanding of products and services offered to our clients.
• Follow all internal policies and procedures to ensure the bank is operating in a compliant manner.

Office Administration

• Ensure reception area and other office common areas are organized, tidy, and operating effectively.
• Receive and daily mail and deliveries.
• Maintain office security by following safety procedures and controlling access via the reception desk, including, but not limited to: monitoring a visitor log, issuing visitor badges, and managing parking validations.

Qualifications

Education and Experience

• Bachelor’s Degree preferred; High school diploma required.
• Minimum of 3-5 years of experience in client service, hospitality, and/or office administration.
• Embodies the Fortis Bank culture principles and competencies and consistently demonstrates a positive, ambitious, and solution-oriented attitude with clients and team members.
• Proficient and experienced in Microsoft Office suite products and technology, including but not limited to: Outlook, Microsoft Teams, Word, Excel, and PowerPoint.
• Strong ability to adapt to systems and technology, including but not limited to: client relationship management tools, conference room management and teleconferencing systems and tools, banking core systems, and other common office management products.
• Ability to communicate effectively and professionally, both verbally and via e-mail and other chat tools.
• Excellent organizational skills, regularly demonstrating the ability to multitask, prioritize, and manage time efficiently.
• Strong interpersonal skills and able to build strong relationships with senior management, peers, and team members throughout the Bank.

About Fortis Bank

Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at www.fortisbankus.com.

At Fortis Bank, we pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships.

Every role at Fortis is connected to our company strategy and can drive high impact. Each of our hand-selected and talented team members work closely together to contribute to the heart of our company culture that combines banking expertise and personalized service to create an unparalleled client experience.

We recognize, reward, and develop those individuals who make an outsized impact to our client experience and are committed to driving our business forward.

Fortis is Great Place to Work-Certified™

Join a team where your expertise and passion can make a meaningful impact.

Learn more today at https://www.fortisbankus.com/working-at-fortis.