Client Service Associate Business Center

Description

Hauppauge, NY

About Us:

Hanover Bank, The Bank of YOU – When you love your work and the people you work with, careers are made!

Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that matter. We are stronger together as we move toward a shared vision of personal and corporate growth.

Whether you are just starting out or a seasoned professional, working for Hanover Bank can launch you on a path to success. With a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work and live and help our team members achieve their professional goals. 

When you work with us you are empowered, engaged and encouraged to collaborate because every voice matters, every person counts!

Job Summary:

Hanover Bank is looking for a full-time Client Service Associate Business Center ("CSA").  This is a non-exempt position, reporting to the Assistant Branch Manager Business Center. The Client Service Associate Business Center enhances the client experience by providing exceptional client service, selling/promoting the bank’s products/services to all new and existing clients, supporting Branch functions as needed, and serving as administrative and operational support to the ongoing business Bank. The CSA performs all platform and teller functions, universally. Accurate and efficient process and record routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, and processing loan payments and transfers. The CSA will open new accounts both in person and in conjunction with the bank’s line of business partners. The CSA is responsible for acquiring, servicing, and growing relationships with small businesses that typically have annual gross sales up to $1mm. They work proactively to seek new customers and engage with existing customers to anticipate and understand what the business needs are including Credit, Cash Management and Online/Mobile Resources that Hanover Bank can assist with.

Essential Job Duties and Responsibilities:

 • Must be knowledgeable of the different types of Business entities, including C and S Corporations, Limited Liability Company,    Partnerships and Sole Proprietorships

• Work in a diverse environment, as an integral part of a dynamic sales and servicing team of individuals
• Be able to identify and assess customers’ needs and recommend appropriate products and services
• Keep current on all Bank products and services and be able to explain them to our customers
• Comply with policies, procedures, and regulations; and provide outstanding customer service in a safe and sound environment
• Build long-term relationships with our customers to understand, identify their financial needs, and recommend appropriate products and services to meet those needs 
• When appropriate, be able to refer customers to business partners to meet their needs outside of the branch products and services (i.e., mortgages, home equity, and business services/cash management)
• Proactively promote and sell Bank products and services
• Assist in the overall attainment of branch sales, service, and revenue goals 
• Cross sells additional products and services to develop and strengthen customer relationships 
• Engage in all sales development activities (e.g., telemarketing and sales events)
• Execute an effective outbound calling program to retain and grow the deposit base 
• Attain personal contact and appointment goals
• Provide superior customer service and operational efficiency  
• Manage risk associated with new account opening procedures, regulatory compliance, and Bank Secrecy Act
• Support and perform all customer and branch-related tasks to effectively and efficiently adhere to the Bank’s financial and operational goals
• Perform new account openings and all customer service-related functions, as well as all branch-related functions (i.e., balance ATMs, monitor and manage cash in cash recyclers, vault, and coin vault; perform periodic audits in conjunction with Assistant Branch Manager as required) 
• Answer phones and assist customers with all banking-related requests
• Flexible with regard to the weekly work schedule in order to meet the demands of the Bank

Education and Experience:

• Three (3) years of banking or retail experience preferred
• Understanding of Different Types of Business Entities preferred
• General knowledge of consumer and small business produc