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PLAINS COMMERCE BANK
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Client Services Associate
PLAINS COMMERCE BANK Sioux Falls, SD
$46k-60k (estimate)
Other | Banking 11 Months Ago
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PLAINS COMMERCE BANK is Hiring a Client Services Associate Near Sioux Falls, SD

Client Services Associate
Position Purpose: This role will be responsible for the onboarding and training of new and existing Windsor clients and will assist with managing the onboarding schedule and calendar.
Qualities of the successful candidate include:
  • Professional appearance and attitude are a must.
  • Must be motivated, self-driven, and passionate to better serve our clients.
  • Computer knowledge and the ability to learn various software programs is a must.
  • Must have above average oral and written communications skills.
  • Be able to think logically, critically, and analytically.
  • Candidate must be detail oriented and stay organized.
  • Must be trustworthy and maintain a high level of confidentiality.
  • Must be able to multi-task and work under stress and pressure.
  • Ability to effectively present information and respond to questions from management and support staff.
  • Ability to communicate and interact effectively and professionally with internal and external contacts including processors, underwriters, management, staff, and vendors.
Responsibilities of the successful candidate include:
  • Schedule onboardings with Account Managers (AMs) and Account Executives (AEs).
  • Manage Zoom account, onboarding calendar, and onboarding support iPad.
  • Assist clients when Director of Services is unavailable.
  • Understand TPO Connect to answer questions that arise.
  • Learn underwriting systems: Desktop Underwriter (DU) & Loan Product Advisor (LP). Be able to address and assist when errors arise.
We offer a competitive benefits package that includes Medical, Dental and Vision; FSA or Dependent Care; Supplemental Accident, Hospital, or Critical Illness Plans; Employer paid Life Insurance, STD, and LTD; Additional Voluntary Life Insurance Options. Vacation, Sick and Volunteer leave; 401K and Profit Sharing..
Plains Commerce Bank is an Affirmative Action/Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual’s race, religion, color, gender, national origin, ancestry, age, sexual orientation, disability, or veteran status.

Job Summary

JOB TYPE

Other

INDUSTRY

Banking

SALARY

$46k-60k (estimate)

POST DATE

06/29/2023

EXPIRATION DATE

07/03/2024

WEBSITE

plainscommerce.com

HEADQUARTERS

HOVEN, SD

SIZE

25 - 50

FOUNDED

1931

CEO

STEPHEN HAGEMAN

REVENUE

$200M - $500M

INDUSTRY

Banking

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About PLAINS COMMERCE BANK

Plains Commerce Bank's sole purpose of operation is to provide their customers with quality service and products, by linking the values of the past with the ideas and technology of the future. Getting its start in rural South Dakota over eighty years ago, Plains Commerce Bank has built a solid foundation based on its relationships with their customers. These relationships along with their employees are what Plains Commerce Bank attributes its many successes and constant growth to. Plains Commerce Bank is has locations across Eastern South Dakota and is currently expanding into the North Dakota ... market. Plains Commerce Bank offers a wide variety of banking products from traditional checking and savings accounts to agricultural and home loans to CDs and IRAs. Remaining a community bank is something Plains Commerce Bank prides itself in. Though Plains Commerce Bank continues to grow, their customers are not just numbers and our presence isn't a line item on a balance sheet. Decisions are made locally, with first-hand knowledge of the communities we serve. More
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PLAINS COMMERCE BANK
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The job skills required for Client Services Associate include Client Service, Written Communication, Life Insurance, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.

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If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Associate job description and responsibilities

A client service associate works as a financial assistant and financial advisor to clients.

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Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.

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Client services representatives manage client relationships and provide customer support.

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A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.

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Provided daily financial transaction services for clients while delivering excellent customer care.

03/18/2022: Lincoln, NE

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Associate jobs

These positions require familiarity with customer services tools and programs.

04/05/2022: Washington, DC

Client services associates also should have strong math, time management and critical thinking skills.

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These associates provide administrative and client support to financial advisers.

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Client Services Associate must be excellent communicators capable of leading a team.

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And strong client relations skills are key to building and maintaining long-lasting business relationships.

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Step 3: View the best colleges and universities for Client Services Associate.

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