Client Support Specialist

7 days ago


Waunakee, Wisconsin, United States Lake Ridge Bank Full time
Job Summary

We are seeking a highly skilled and experienced Client Support Specialist to join our team at Lake Ridge Bank. As a key member of our customer service team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met and exceeded.

Key Responsibilities
  • Client Service: Handle inbound calls with a focus on delivering high-quality service, providing clear and concise information regarding account inquiries, and promoting positive relations with internal and external contacts.
  • Account Management: Facilitate the closing of accounts, manage CD renewals, oversee online applications, and issue Business Online Tokens for enhanced client security.
  • Financial Services Support: Handle sensitive matters such as death notifications, process Direct Deposit and Auto Transfer forms, complete Payment Authorization forms, and address Secure Now - Client 360 Cases.
  • ITM Area Rotation: Accurately and efficiently process transactions at the Interactive Teller Machine (ITM), including cashing checks, withdrawals, deposits, and loan payments.
Requirements
  • Education: Associate's degree in Business, Accounting, Finance, or related field, or 3-4 years of experience in a financial services work environment.
  • Experience: 1-2 years of previous client service experience, particularly in a call center or banking environment.
  • Skills: Strong working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills, strong organizational skills, and ability to prioritize multiple competing tasks.
  • Personal Qualities: Strong attention to detail, excellent follow-up skills, and ability to work efficiently, accurately, and independently.
Working Conditions

The hours for this role will be between 7:45 AM to 5:45 PM, Monday through Friday, and one Saturday a month, 7:45 AM to 12:15 PM. Flexibility in scheduling may be needed on occasion.

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities are encouraged to apply.



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