Client Service Associate

LAKE RIDGE BANK • Mount Horeb, WI • 1h ago

JOB REQUIREMENTS: Apply Description 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... For full info follow application link. The State Bank
of Cross Plains values a diverse workforce and is an Affirmative
Action/Equal Opportunity Employer. Minorities, Females, Veterans and
Individuals with Disabilities encouraged to apply. Consistent with State
Bank of Cross Plains\' commitment to employ and advance qualified
individuals with disabilities, State Bank of Cross Plains provides
reasonable accommodation to apply for or perform a job. Some examples of
reasonable accommodation include alternate methods to apply, provide
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 State Bank of Cross
Plains, please contact Human Resources at (608) 849-2700 or email us.
*** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/95258CAB6FFB42B9

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