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Lake Ridge Bank · 2 days ago

Client Support Representative

Waunakee,WI,US

Full-time

Onsite

Entry Level

1+ years exp

Lake Ridge Bank is looking for a motivated individual to join their team as a Client Support Representative. This role is pivotal in providing outstanding assistance and resolving a wide array of banking queries, ensuring client trust and satisfaction.

BankingFinanceFinancial ServicesLendingMobile AppsWealth Management

Responsibilities

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

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 adjustments and mediate disputes

Provide support for bill pay services and manage basic partner care responsibilities

Assist with Zelle enrollment, settings modifications, and limit information

Close accounts in accordance with company procedures

Accurately and efficiently process transactions at the Interactive Teller Machine (ITM), including cashing checks, withdrawals, deposits, and loan payments

Conduct a detailed review of captured image items to ensure the accuracy of transactions

Communicate openly and honestly with team members and management

Works as part of a team to accomplish office/dept goals. This includes working additional hours as needed and/or taking on additional responsibilities as needed within other rotations

Participates in internal/external training as appropriate

Participates in community involvement/bank activities as appropriate

Perform all other duties as assigned or requested

Adhere to all Bank Security/Compliance Regulations

Complete all annual bank security and compliance training

Adhere to Bank Security/compliance and policy guidelines

Always maintain confidentiality of client information

Stay current on all compliance regulations, required through training and daily education

Qualification

Client service experienceFinancial products knowledgeMicrosoft Office SuiteOrganizational skillsAttention to detailProfessional representationTeam collaborationFlexibility

Required

Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a financial services work environment

Previous client service experience, particularly in a call center or banking environment, is valuable

Solid understanding of financial products and services

Strong working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills

Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment

Strong attention to detail with excellent follow up skills and the ability to work efficiently, accurately, and independently

Willingness to work toward goals and performance standards of the department including the ability to put forth the extra effort necessary to make the department a successful operation: (i.e. working additional hours, attending outside educational programs, etc.)

Flexibility with hours in order to meet the demands of the department

Willingness and ability to participate in community functions where the office is involved

Demonstrated ability to represent the organization in a professional, positive manner