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# of Openings | 1 | Category | Retail Services/Sales |
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.
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.
Full Time
Banking
$50k-65k (estimate)
02/10/2024
05/26/2024
sbcp.bank
BELLEVILLE, WI
200 - 500
1908
Private
DAVID FAHEY
$10M - $50M
Banking
State Bank of Cross Plains provides loans, lending, insurance planning and wealth management services for individuals and businesses.
The job skills required for Full Time Client Service Associate include Client Service, Products and Services, Problem Solving, Confidentiality, Organizational Skills, Cash Handling, etc. Having related job skills and expertise will give you an advantage when applying to be a Full Time Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Full Time Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Full Time Client Service Associate positions, which can be used as a reference in future career path planning. As a Full Time Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Full Time Client Service Associate. You can explore the career advancement for a Full Time Client Service Associate below and select your interested title to get hiring information.
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.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
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.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
12/27/2021: Pierre, SD
Step 3: View the best colleges and universities for Client Service Associate.