Client Service Associate

Responsibilities

• Deliver a high-quality, personalized customer experience by responding promptly to customer needs, resolving issues efficiently, and ensuring a seamless in-branch and digital experience.
• Perform accurate and efficient banking transactions, including teller functions, while maintaining compliance with bank policies and regulatory requirements.
• Open and service consumer and business accounts for new and existing customers, ensuring all documentation is completed accurately and in a timely manner.
• Manage account maintenance requests, including updates, problem resolution, and fraud-related inquiries with a high level of care and urgency.
• Proactively engage customers in meaningful conversations to understand their needs and identify opportunities to recommend appropriate products and services.
• Support relationship deepening efforts by cross-selling to existing customers in a consultative, service-oriented manner.
• Provide clear and accurate information regarding bank products, services, and digital banking tools.
• Maintain strong organization and operational discipline to support daily branch activities and workflow.
• Collaborate with team members to foster a positive, team-oriented environment and ensure consistent service delivery.
• Assist with branch initiatives, customer outreach, and community involvement efforts as needed.
• Process and close consumer loan requests, including installment loans and home equity lines of credit, in accordance with bank guidelines.

Qualifications And Skills

• One year of customer service, providing a high-quality experience.
• Proficient with Microsoft Office programs, or ability to learn them quickly.
• Strong attention to detail.
• Excellent verbal and written communication skills.
• Ability to multi-task and prioritize items based on customer needs.

Benefits

• Competitive compensation reliant on ability and experience.
• Excellent benefits package including health, dental & vision.
• Life and AD&D Insurance, as well as additional voluntary benefit possibilities.
• 401K with robust company match.
• Flexible PTO program second to none.
• The opportunity to work for the Midwest’s fastest growing lender.