Client Service Associate

3 days ago

Mount Horeb, Wisconsin, United States Lake Ridge Bank Full time

Lake Ridge Bank is looking for a motivated professional to join our Mount Horeb team as a Client Service Associate The Client Service Associate (Teller) provides extraordinary service to internal and external clients with every interaction. They will engage clients in meaningful conversations while performing a variety of banking transactions with a high degree of accuracy. The individual in this position listens and promptly responds to client inquiries, seamlessly refers additional business to the Personal Bankers, and adheres to all established Lake Ridge Bank policies, procedures and regulations. Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales.

Essential Responsibilities:

  • Ensure a positive interaction with internal and external clients on the phone and in person.
  • Provide a variety of account services to consumer and business clients, including: processing deposits, processing loan payments, cashing checks, withdrawing cash, and selling related check items.
  • Record all transactions accurately and efficiently in accordance with Lake Ridge Bank policies and procedures.
  • Responsible for researching and resolving all teller transactions when potential errors are identified and communicating with affected clients.
  • Act as a trusted advisor by consistently educating clients about Lake Ridge Bank products and services and referring additional business to the Personal Bankers and other areas.
  • Utilize bank technology to track all sales & referrals
  • Maintain a professional work area by keeping the teller station clean, filled with supplies and organized with all personal belongings out of sight from clients.
  • Demonstrate a high level of teamwork and actively participate in branch meetings and trainings.
  • Protect all confidential information obtained on the job by safeguarding it when in use, filing it properly when not in use, disposing of it properly and discussing it only with those who have a legitimate business need to know.

Other Responsibilities:

  • Complete all annual security and compliance training as required in a timely manner
  • Adhere to Bank Security guidelines for CSA area including but not limited to cash limits, proper customer identification, opening/closing procedures, etc. 
  • Maintain confidentiality of client information at all times 
  • Actively participate in bank and department meetings
  • Participates in community involvement/bank activities as appropriate
  • Performs all other duties as assigned or requested

Requirements

  • High school diploma or equivalent; actively working on high school diploma
  • Cash handling experience is highly preferred
  • Excellent interpersonal and communication skills including verbal/written communication and listening skills 
  • Demonstrated problem solving skills with the ability to make good decisions
  • Contributes to a strong team environment by working well with others and proactively helps others when needed
  • Ability to put forth the extra effort necessary to make the office a successful operation: (i.e. working additional hours that requires evenings and weekends)
  • Basic math competency: addition, subtraction, multiplication, division
  • Basic computer skills with the ability to learn new programs/technology
  • Knowledge of general office equipment
  • Ability to speak, read, write and understand English well
  • Must be willing and able to participate in community functions where the office is involved
  • Ability to represent the organization in a professional positive manner

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. 

Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at or email us. 

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