Client Support Associate

1 day ago

Appleton, Wisconsin, United States First Business Bank Full time
Client Support Associate

At First Business Bank, we're committed to delivering exceptional client service. As a Client Support Associate, you'll play a vital role in ensuring our clients receive the highest level of support and satisfaction.

Key Responsibilities:
  • Provide timely and effective support to clients, including answering questions, resolving issues, and analyzing client needs.
  • Develop and maintain in-depth knowledge of Bank products and services to effectively explain deposit policies and regulations.
  • Collaborate with internal teams to ensure seamless client experiences.

Requirements:
  • High School diploma or equivalent.
  • 2+ years of New Account experience and 2-4 years of Customer Service experience.
  • Excellent communication and interpersonal skills.
  • Ability to work independently with minimal supervision.

Why Join Us:
  • Opportunity to work with a Top Workplaces USA company.
  • Comprehensive total rewards package.
  • Commitment to valuing diversity and inclusion.

Location:
Appleton, WI onsite, Monday-Friday, 8am-5pm

Be the face of First Business as a Client Support Associate
This client-facing role is 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.

Essential Responsibilities:
  • Client Services:
    • Greet clients in a timely manner, including answering phones, assisting clients with questions, balance inquiries, researching, and resolving client problems.
    • Analyze client banking situations to determine needs, ensure clients are in the correct product to match their needs, and introduce clients to appropriate officers as needed.
    • Effectively explain deposit policies and regulations to obtain proper documentation for deposit accounts.
    • Have knowledge of all Bank services and products.
  • Private Wealth Deposit and Treasury Management Support:
    • Answer questions, process transactions, research problems, assist in deposit closing, and treasury and private wealth product implementations.
    • Develop deposit, private wealth, and treasury proposals and reviews, including development and modeling of account analysis information.
  • Treasury Management Support:
    • Answer questions, process transactions, research problems, assist in deposit closing, and treasury product implementations.
    • Develop deposit and treasury proposals and reviews, including development and modeling of account analysis information.
    • Provide secretarial and telephone support for the Treasury BDO(s) as needed and perform other clerical and administrative duties assigned.
  • Cash Management:
    • Verify cash, balance drawer, and vault, perform monthly audits on cash drawers and vault, process night drop deposits, and coin and cash orders for commercial clients.
    • Order and ship coin and currency to/from Correspondent Bank to replenish funds and stay within cash limits as necessary.
  • Office Administration:
    • Order supplies.
    • Assist with client and employee events at the Bank.

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