CLIENT SUPPORT ASSOCIATE

2 weeks ago

Brookfield WI USA, United States First Business Financial Services, Inc. Full time
Join us today as Client Support Associate

First Business Bank is a Top Workplaces USA company, learn more here.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us

OVERVIEW

This position is onsite Monday-Friday 8am-5pm at the Brookfield, WI location.

Specifically, as a Client Support Associate you will:

Be responsible for providing the highest level of client service to all Bank clients, prospects and employees utilizing in-depth knowledge of Bank products and services. No sales goals

* Provide Exceptional Client Service
* Respond to clients' questions by answering the telephone promptly, greeting clients upon their entering the bank, and promptly responding to emails.
* Perform Teller Transactions with Accuracy
* Receive, verify, and post checks and cash for deposit to accounts.
* Process withdrawals and cash checks for clients and non-clients.
* Issue Cashier's Checks, foreign currency, and gift cards with available funds.
* Process and scan all teller transactions through branch capture.
* Process wire transfer requests.
* Perform Account Opening and Maintenance with Accuracy
* Create documents and open deposit products on the bank system for clients with accuracy.
* Accurately complete stop payment orders, address changes, account information updates, and general account maintenance as requested.
* Upload debit card applications and perform debit card maintenance as needed.
* Other Administrative Duties
* Process Credit Verifications
* Notary Public Services
* Review IntraFi reports, print and mail customer notices, and balance GL accounts daily. Open new IntraFi accounts and process corresponding deposit account and GL entries

The successful candidate should have:

* 1+ year Teller experience required
* Well-developed client and interpersonal skills.
* Well-developed written and verbal communication skills.
* Ability to engage clients to determine their banking needs.
* Ability to listen and resolve clients' problems and issues.

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