What are the responsibilities and job description for the Client Support Representative position at Lake Ridge Bank?
JOB REQUIREMENTS: Apply Description Lake Ridge Bank is looking for a
motivated individual to join our team as a Client Support
Representative! As a Client Support Representative, you will be the
initial point of contact for our clients via phone, chat, email and
integrated teller machines, providing outstanding assistance and
resolving a wide array of banking queries with the highest level of
efficiency and security. This role is pivotal in sustaining the trust
and satisfaction of our clients. Our team is located in both the
Evansville and Waunakee locations and flexibility to travel to either
office is required. Essential Responsibilities: Quality Client Service
Handle inbound calls with a focus on high-quality service. Provide clear
and concise information regarding account inquiries. Promote and
maintain positive relations with all internal and external contacts,
clients and potential clients. Ensure that clients understand our
products and/or services; provide additional information as necessary.
Research and assist in problem solving all other client issues/concerns
as needed. Take ownership of every call whether it requires a call back,
extended research, or assistance from other departments. Contribute
ideas on ways to resolve problems to better serve the client and/or
improve productivity and efficiency. Account Management and Financial
Services Support: Manage loan payment processing for both internal and
external loans. Create new caller records in the database. Investigate
and resolve fraud cases promptly. Distribute statements and tax
documents as requested. Reset PINs, activate cards, and update card
information as needed. Implement travel notices and adjust debit card
limits for both business and personal accounts. Fulfill check orders and
update clients\' contact and personal information. Process financial
transactions such as transfers and card payments. Process fee refunds
and handle requests for mobile deposit limit increases. Verify
cashier\'s checks and money orders to prevent fraudulent activities.
Update client addresses and execute stop payment orders when authorized.
Make account\... 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: E-Mail a Rsum:
humanresources@crossplainsbank.com Apply Online:
ipc.us/t/4F5BA88D31424614
motivated individual to join our team as a Client Support
Representative! As a Client Support Representative, you will be the
initial point of contact for our clients via phone, chat, email and
integrated teller machines, providing outstanding assistance and
resolving a wide array of banking queries with the highest level of
efficiency and security. This role is pivotal in sustaining the trust
and satisfaction of our clients. Our team is located in both the
Evansville and Waunakee locations and flexibility to travel to either
office is required. Essential Responsibilities: Quality Client Service
Handle inbound calls with a focus on high-quality service. Provide clear
and concise information regarding account inquiries. Promote and
maintain positive relations with all internal and external contacts,
clients and potential clients. Ensure that clients understand our
products and/or services; provide additional information as necessary.
Research and assist in problem solving all other client issues/concerns
as needed. Take ownership of every call whether it requires a call back,
extended research, or assistance from other departments. Contribute
ideas on ways to resolve problems to better serve the client and/or
improve productivity and efficiency. Account Management and Financial
Services Support: Manage loan payment processing for both internal and
external loans. Create new caller records in the database. Investigate
and resolve fraud cases promptly. Distribute statements and tax
documents as requested. Reset PINs, activate cards, and update card
information as needed. Implement travel notices and adjust debit card
limits for both business and personal accounts. Fulfill check orders and
update clients\' contact and personal information. Process financial
transactions such as transfers and card payments. Process fee refunds
and handle requests for mobile deposit limit increases. Verify
cashier\'s checks and money orders to prevent fraudulent activities.
Update client addresses and execute stop payment orders when authorized.
Make account\... 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: E-Mail a Rsum:
humanresources@crossplainsbank.com Apply Online:
ipc.us/t/4F5BA88D31424614
