1st Source Bank ยท 4 months ago
Teller (Client Services Representative), PART TIME, Osceola Banking Center, Mishawaka, IN
1st Source Bank is a financial institution focused on providing exceptional client service. The Client Services Representative is responsible for processing financial transactions, addressing client inquiries, and promoting bank products and services.
BankingFinanceFinancial Services
Responsibilities
Processes financial transactions for clients accurately and efficiently
Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed
Builds client loyalty; establishes client relationships, including addressing each client by name
Consistently delivers exceptional customer service to each and every client
Follows established Bank policies, procedures and guidelines
Participates in retail sales programs to help meet personal and banking center goals
Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position
Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work)
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and complies with the requirements
Performs all other duties as assigned
Qualification
Required
Processes financial transactions for clients accurately and efficiently
Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed
Builds client loyalty; establishes client relationships, including addressing each client by name
Consistently delivers exceptional customer service to each and every client
Follows established Bank policies, procedures and guidelines
Participates in retail sales programs to help meet personal and banking center goals
Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position
Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work)
Regular and predictable attendance is an essential requirement of the position
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and complies with the requirements
High School Diploma/GED required
Ability to travel to all locations as needed for meetings, projects, training, seminars, etc
Preferred
One (1) or more years of customer or retail service experience preferred
Cash handling experience preferred
Ability to respond and assist clients with inquiries and/or problem resolution
Customer service and sales oriented
Careful attention to detail and time management
Good listening and verbal and communication skills
Good PC skills - ability to work in Windows based system essential
Ability to cross-sell bank products and services
Ability to work evenings and weekends based on banking center needs
Ability to communicate in another language is a plus
Good organizational skills
Ability to work in a team atmosphere
Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records
Ability to handle multiple tasks in a fast-paced environment
Company
1st Source Bank
1st Source has offered clients a convenient and friendly way to bank for over 150 years.
Funding
Current Stage
Late StageRecent News
MarketScreener
2025-12-18
Inside INdiana Business
2025-11-22
2025-11-21
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