Client Service Associate

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.

About the role

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.

Schedule

Hours will be scheduled between 7:45 am – 5:30 pm Monday through Friday and may include a Saturday rotation from 8:45 am – 11:15 am.

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
  • Selling related check items
• Record all transactions accurately and efficiently in accordance with Lake Ridge Bank policies and procedures.
• Research and resolve all teller transactions when potential errors are identified and communicate 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.
• Participate in community involvement/bank activities as appropriate.
• Perform 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 (e.g., working additional hours that require 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 Ridge Bank provides reasonable accommodation to apply for or perform a job. 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.