drjobs Full-Time Client Service Associate

Full-Time Client Service Associate

Employer Active

1 Vacancy
drjobs

Job Alert

You will be updated with latest job alerts via email
Valid email field required
Send jobs
Send me jobs like this
drjobs

Job Alert

You will be updated with latest job alerts via email

Valid email field required
Send jobs
Job Location drjobs

Monona, WI - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Overview

Lake Ridge Bank is seeking a serviceoriented professional to join our Bridge Road team as a fulltimeClient Service Associate (CSA)! The Client Service Associate engages clients in meaningful conversations while performing a variety of banking transactions with a high degree of accuracy and confidentiality. 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.

Responsibilities

  • Promote and maintain positive relations with all internal and external contacts clients and potential clients.
  • Process all transactions that come through the CSA area including but not limited to cashing checks performing withdrawals making deposits processing loan payments etc.
  • Properly balance and maintain a cash drawer daily
  • Keep informed about bank products and services offered
  • Maintain confidentiality of client information at all times
  • Complete all annual bank security and compliance training
  • Participates in community involvement/bank activities as appropriate
  • Works as part of a team to accomplish branch/dept goals. This includes working additional hours as needed and/or assisting other offices as needed
  • Performs all other duties as assigned

Qualifications

Candidates should have exceptional interpersonal skills demonstrated problem solving skills strong organizational skills general accounting knowledge/math skills and an ability to represent the organization in a professional positive manner. Previous banking experience or cash handling experienced preferred.
Hours for this position will be between 7:45am5:45pm Monday Friday with occasional Saturdays 8:45am12:15pm

Required Experience:

IC

Employment Type

Unclear

About Company

Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.