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Full Time Client Service Associate

Company

Lake Ridge Bank

Address Madison, WI, United States
Employment type FULL_TIME
Salary
Category Financial Services
Expires 2023-08-17
Posted at 9 months ago
Job Description
Lake Ridge Bank is are seeking a service-oriented professional to join our Madison (Atwood) team as a full-time Client Service Associate (CSA)! The Client Service Associate engages clients in meaningful conversations while performing a variety of banking transactions with a high degree of accuracy and confidentiality. 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. Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales.


  • Participates in community involvement/bank activities as appropriate
  • Maintain confidentiality of client information at all times
  • Performs all other duties as assigned
  • Complete all annual bank security and compliance training
  • Properly balance and maintain a cash drawer daily
  • Process all transactions that come through the CSA area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan payments, etc.
  • Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
  • Works as part of a team to accomplish branch/dept goals. This includes working additional hours as needed and/or assisting other offices as needed
  • Keep informed about bank products and services offered


Candidates should have exceptional interpersonal skills, demonstrated problem solving skills, strong organizational skills, general accounting knowledge/math skills, and an ability to represent the organization in a professional, positive manner. Previous banking experience or cash handling experienced preferred.


This role will work 40 hours a week between the hours of 730 AM to 600 PM Monday through Friday and one Saturday a month, 730 AM to 1200 PM. Flexibility in scheduling may be needed on occasion.


Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.


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. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. 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.