What are the responsibilities and job description for the Client Service Associate Float position at Lake Ridge Bank?
JOB REQUIREMENTS: Description: Join our dynamic team at Lake Ridge Bank,
where delivering exceptional service is at the heart of everything we
do! We are seeking a dedicated and personable Client Service Associate
Float, based out of our Monona - Bridge Road office, to provide
outstanding banking experiences to our valued clients across multiple
Lake Ridge Bank locations. This role will support our District 3 Offices
(Monona Drive, Bridge Road, Verona, New Glarus, Oregon, Cottage Grove,
Atwood). If you enjoy engaging with people, handling transactions
accurately, and contributing to a positive community environment, this
is the perfect opportunity for you to grow your career with us. This
role will be paid mileage to other offices within the Lake Ridge Bank
footprint. 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 bank security and compliance
training. Adhere to Bank Security guidelines as required for this
position. Always maintain confidentiality of client information. Stay
current on all compliance regulations. 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 Availability
to work Saturday rotations between 9:00 AM and 12:00 PM. Basic computer
skills with the ability to learn new programs/technology Knowledge of
general office equipment Reliable transportation to travel between work
locations 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 This is a full-time role between the hours
of 7:45 AM to 5:30 PM Monday through Friday with a Saturday rotation.
Flexibility in scheduling may be needed on occasion. 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 alt rnate 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. PI286145346 \*\*\*\*\* APPLICATION INSTRUCTIONS:
Apply Online: https://www.click2apply.net/JW2VBVcQJDjDbhZMyhnzGe
where delivering exceptional service is at the heart of everything we
do! We are seeking a dedicated and personable Client Service Associate
Float, based out of our Monona - Bridge Road office, to provide
outstanding banking experiences to our valued clients across multiple
Lake Ridge Bank locations. This role will support our District 3 Offices
(Monona Drive, Bridge Road, Verona, New Glarus, Oregon, Cottage Grove,
Atwood). If you enjoy engaging with people, handling transactions
accurately, and contributing to a positive community environment, this
is the perfect opportunity for you to grow your career with us. This
role will be paid mileage to other offices within the Lake Ridge Bank
footprint. 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 bank security and compliance
training. Adhere to Bank Security guidelines as required for this
position. Always maintain confidentiality of client information. Stay
current on all compliance regulations. 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 Availability
to work Saturday rotations between 9:00 AM and 12:00 PM. Basic computer
skills with the ability to learn new programs/technology Knowledge of
general office equipment Reliable transportation to travel between work
locations 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 This is a full-time role between the hours
of 7:45 AM to 5:30 PM Monday through Friday with a Saturday rotation.
Flexibility in scheduling may be needed on occasion. 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 alt rnate 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. PI286145346 \*\*\*\*\* APPLICATION INSTRUCTIONS:
Apply Online: https://www.click2apply.net/JW2VBVcQJDjDbhZMyhnzGe