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Lake Ridge Bank · 1 month ago

Part-Time Client Service Associate

Madison,WI,US

Full-time, Part-time

Onsite

New Grad, Entry Level

Lake Ridge Bank is looking for a motivated individual to join their Atwood team as a part-time Client Service Associate. The role involves providing extraordinary service to clients, performing banking transactions, and supporting Personal Bankers by referring additional business opportunities.

BankingFinanceFinancial ServicesLendingMobile AppsWealth Management

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

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

Qualification

Cash handling experienceInterpersonal skillsProblem solving skillsBasic math competencyBasic computer skillsProfessional representationEnglish proficiencyTeamwork

Required

High school diploma or equivalent; actively working on high school diploma

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