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Client Onboarding Associate Jobs in Indiana (NOW HIRING)

Centier Bank

Universal Banker

Griffith, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier

Universal Banker - Part TIme

Valparaiso, IN

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier

Universal Banker

Fishers, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier Bank

Universal Banker

Indianapolis, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier

Universal Banker

Crown Point, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier

Universal Banker

Brownsburg, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier

Universal Banker

Merrillville, IN

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier

Universal Banker

Saint John, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier

Universal Banker

Hobart, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier Bank

Universal Banker

Fishers, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Indiana

Client Onboarding Associate information

See Indiana salary details

$13

$24

$39

How much do client onboarding associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for client onboarding associate in Indiana is $24.71, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $27.21 per hour, depending on experience, location, and employer.

What are some common challenges faced by Client Onboarding Associates during the onboarding process, and how are they typically addressed?

Client Onboarding Associates often encounter challenges such as managing tight deadlines, handling complex regulatory requirements, and coordinating between multiple internal teams and clients. To address these, Associates typically rely on strong organizational skills, clear communication, and thorough documentation. Many organizations provide structured workflows and regular training to ensure compliance and efficiency, and teamwork is encouraged to resolve issues quickly and maintain a smooth onboarding experience for clients.

What are the key skills and qualifications needed to thrive as a Client Onboarding Associate, and why are they important?

To thrive as a Client Onboarding Associate, you need strong organizational skills, attention to detail, and knowledge of client relationship management, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and document management systems is typically required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are valuable soft skills that set top performers apart. These skills ensure a smooth onboarding experience, build client trust, and contribute to long-term client satisfaction and retention.

What is the difference between Client Onboarding Associate vs Client Relations Specialist?

AspectClient Onboarding AssociateClient Relations Specialist
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldOften requires similar degrees; certifications in customer service or relationship management are a plus
Work EnvironmentUsually works in financial services, banking, or consulting firms, focusing on new client setupWorks across industries, maintaining ongoing client relationships and satisfaction
Employer & Industry UsageCommon in finance, banking, and professional services for onboarding new clientsUsed broadly in finance, tech, and service industries for client retention

The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.

What does a Client Onboarding Associate do?

A Client Onboarding Associate is responsible for guiding new clients through the initial setup and integration process with a company’s products or services. This role involves collecting and verifying client information, ensuring all necessary documentation is completed, and coordinating with internal teams to facilitate a smooth transition. Client Onboarding Associates also address client questions, resolve any issues that may arise during onboarding, and help ensure a positive first experience. Their work is essential in building strong client relationships and setting the foundation for long-term customer satisfaction.
What are the most commonly searched types of Client Onboarding jobs in Indiana? The most popular types of Client Onboarding jobs in Indiana are:
What are popular job titles related to Client Onboarding Associate jobs in Indiana? For Client Onboarding Associate jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Associate jobs in Indiana look for? The top searched job categories for Client Onboarding Associate jobs in Indiana are:
What cities in Indiana are hiring for Client Onboarding Associate jobs? Cities in Indiana with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you
Universal Banker

Universal Banker

Centier Bank

Griffith, IN • On-site

$19/hr

Full-time

Medical, Retirement, PTO

Posted 14 days ago

Job description

Starting Pay Rate is Based on Experience - Minimum Hourly Rate:
$19.00
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
Supervisory Responsibilities: No
Summary: As the front-line client ambassador for Centier, the Universal Banker (Bank Teller) is cross trained to provide a remarkable experience for clients. This position will have a thorough understanding of the client's transaction requirements and be able to effectively communicate all available options to them. They are accountable for educating clients, retaining, and deepening existing bank client relationships, and recommending value-added bank products and services. This position participates in the daily operations of the branch, which could include, assisting clients with account openings, account management, and other financial service needs and maintenance.
The position also provides timely and efficient completion of client transactions while maintaining accurate records and thorough handling of all monies assigned. This position proactively participates in the servant sales process of the branch as directed by management and helps to implement sales tactics to enrich lives as a financial guide for an even better tomorrow.
Essential Duties and Responsibilities:
  • Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, and professional manner.
  • Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business.
  • Understand, promote, and advise on the bank's products, services and digital delivery channels.
  • Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further approval when necessary, issuing money orders, official checks, and redeeming savings bonds.
  • Count drawer daily and ensure that cash is in balance. When not in balance, must make effort to identify error.
  • Comply with BSA/AML/OFAC regulations and guidelines while identifying and reporting any type of suspicious activity or clients to management and/or the Security Department.
  • Maintain a position of trust and responsibility by keeping all customer business confidential.
  • Handle and resolve client problems and complaints in a quick and efficient manner.
  • Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault.
  • Assist associates with balancing their drawers and locating errors.
  • Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities.
  • Actively strive to achieve individual, branch, and organizational goals and communicate progress to manager.
  • Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
  • Represent Centier professionally with virtual and/or outside community involvement, external initiatives, and volunteerism. Log all hours in volunteer system.
  • Engage in personal development activities such as online learning and internal/external training to assist in career growth.
  • Identify and act on opportunities to refer clients to specialists in other lines of business.
  • Perform PA's, aisle time, and other promotional activities (if applicable).
  • Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area and branch, adhering to the Clean Desk Policy.
  • Follow Centier's Mission, Essentials of Excellence and Values in all interactions.

Other Duties and Responsibilities:
  • The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.
  • Mentor fellow associates on various tasks and assignments.
  • Available to work evenings, some weekends and at other branches as needed.

Skills and Experience:
  • Working knowledge of PC software including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, Social Media platforms, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, and all other bank approved software systems.
  • Proofread and verify written materials.
  • High attention to detail to ensure accuracy.
  • Data entry and retrieval of information into a computer, sorting documents, and following logical instructions and systems.
  • Make texture judgments in verifying the authenticity of currency.

  • Ability to work well with others and in a team environment.
  • Ability to work through client problems by listening to understand and thinking through all options. Recommend and implement solutions.
  • Consultative skills to identify a client's financial needs and recommend solutions.
  • Adopt new technology, system conversions and software rollouts to successful implementation.
  • Ability to interact with business partners such as: Investment Services, Mortgage, and Business Banking sales professionals.
  • Train new associates as a Branch Teller Mentor and successfully onboard them for Retail Banking
  • Interview clients at the new accounts desk to accurately assess needs and manage the account opening process for personal and business products from start to finish.

Qualifications:
  • High School diploma or equivalent.
  • Banking experience is a plus, but not required.
  • Minimum of six months customer service/cash handling experience is desirable.

What do I do now?
  • Apply with us!
  • Refer this opening to others!

Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at hrcareers@centier.com.
Equal Opportunity Employer/Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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