What are the responsibilities and job description for the Client Service Associate position at Lake Ridge Bank?
JOB REQUIREMENTS: Description: Lake Ridge Bank is looking for a
motivated individual to join our 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. This is a full-time position, and your
hours will be scheduled between 7:45am 5:30pm Monday through Friday and
may work a Saturday rotation from 8:45am-11:15am. 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 compliance training as required in a timely manner Adhere
to Bank Security guidelines for CSA area including but not limited to
cash limits, proper customer identification, opening/closing procedures,
etc. Maintain confidentiality of client information at all times
Actively participate in bank and department meetings Participates in
community involvement/bank activities as appropriate Performs all other
duties as assigned or requested 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 Basic
computer skills with the ability to learn new programs/technology
Knowledge of general office equipment Ability to speak, read, write and
understand English well 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 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 idge
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. PI284712966 \*\*\*\*\* APPLICATION INSTRUCTIONS:
Apply Online: https://www.click2apply.net/yzGxGOsw61LkdCroximNjO
motivated individual to join our 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. This is a full-time position, and your
hours will be scheduled between 7:45am 5:30pm Monday through Friday and
may work a Saturday rotation from 8:45am-11:15am. 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 compliance training as required in a timely manner Adhere
to Bank Security guidelines for CSA area including but not limited to
cash limits, proper customer identification, opening/closing procedures,
etc. Maintain confidentiality of client information at all times
Actively participate in bank and department meetings Participates in
community involvement/bank activities as appropriate Performs all other
duties as assigned or requested 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 Basic
computer skills with the ability to learn new programs/technology
Knowledge of general office equipment Ability to speak, read, write and
understand English well 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 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 idge
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. PI284712966 \*\*\*\*\* APPLICATION INSTRUCTIONS:
Apply Online: https://www.click2apply.net/yzGxGOsw61LkdCroximNjO