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2 Full Time Client Service Associate Jobs in New, WI

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STATE BANK OF CROSS PLAINS
New, WI | Full Time
$50k-65k (estimate)
3 Months Ago
Lake Ridge Bank
New, WI | Full Time
$50k-64k (estimate)
4 Months Ago
Full Time Client Service Associate
$50k-65k (estimate)
Full Time | Banking 3 Months Ago
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STATE BANK OF CROSS PLAINS is Hiring a Full Time Client Service Associate Near New, WI

Full Time Client Service Associate
Job LocationsUS-WI-New Glarus
# of Openings1CategoryRetail Services/Sales
Overview

Lake Ridge Bank is seeking a service-oriented professional to join our New Glarus team as a full-time Client 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 8:45am-5:15pm Monday - Friday with ocasional Saturdays 8:45am-12:15pm

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

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 (608) 849-2700 or email us.

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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$50k-65k (estimate)

POST DATE

02/10/2024

EXPIRATION DATE

05/26/2024

WEBSITE

sbcp.bank

HEADQUARTERS

BELLEVILLE, WI

SIZE

200 - 500

FOUNDED

1908

TYPE

Private

CEO

DAVID FAHEY

REVENUE

$10M - $50M

INDUSTRY

Banking

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About STATE BANK OF CROSS PLAINS

State Bank of Cross Plains provides loans, lending, insurance planning and wealth management services for individuals and businesses.

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If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Associate job description and responsibilities

Maintain an updated knowledge of the organization's products, services, and customer service policies.

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Provided daily financial transaction services for clients while delivering excellent customer care.

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Understand Clients' business to predict their needs and provide appropriate solutions.

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Processes and follows up on client documentation for proper maintenance of accounts.

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Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Associate jobs

Client Service Associates may also handle client complaints and provide resolutions.

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Develop an ability to communicate effectively with clients, managers and other associates.

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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.

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Step 3: View the best colleges and universities for Client Service Associate.

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