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- Client Service Associate
- Full Time Customer Service Associate
- Customer Service Associate Full Time
- Full Time Client Associate
- Full Time Client Service Representative
- Full Time Associate
- Part Time Client Service Associate
- Full Time Client Service Associate
- Full Time Client Relations Associate
- Full Time Client Service Coordinator
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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 |
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
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