What are the responsibilities and job description for the Personal Banker/CSR position at Cleveland State Bank?
Personal Banker/Client Service Representative Job Description
Title: Personal Banker/Client Service Representative
Job Type: Full Time, In Person
Schedule: Monday-Friday w/ rotational Saturdays
Location: Elkhart Lake, Wisconsin
Starting Rate: $15-$20/hour (negotiable depending on experience)
Summary:
We are seeking a motivated and customer-focused Personal Banker to join Cleveland State Bank. In this role, you will be responsible for providing exceptional service to our clients while assisting them with their unique banking needs. You will play a key role in building and maintaining client relationships, offering financial products, and ensuring a positive banking experience.
Essential Duties
The essential duties of a Personal Banker/Client Service Representative at CSB are as follows, but not limited to:
· Build and maintain strong relationships with clients.
· Understand client needs and recommend appropriate banking products.
· Provide excellent customer service by addressing inquiries and resolving issues.
· Promote and sell bank products, including checking/savings accounts.
· Identify cross-selling opportunities to enhance customer financial well-being
· Assist clients with financial transactions, including deposits, withdrawals, transfers, payments and check cashing.
· Issue money orders, cashier’s checks, and other financial instruments.
· Maintain confidentiality and ensure all banking regulations are followed.
· Verify customer identification and authenticate transactions to meet compliance standards.
· Open and manage accounts while ensuring accurate documentation.
· Adherent to banking regulations and company policies.
· Detect and prevent fraud by following security protocols.
Minimum Requirements
· Skills:
o Strong organizational, communication, time management, and problem-solving abilities are essential.
o Previous experience in customer service or sales within the financial industry is preferred but not required.
o Attention to detail and ability to multitask.
o Knowledge of banking regulations and financial products.
o Proficiency in Microsoft Office Suite.
o Ability to work efficiently in a fast-paced, changing environment.
o Basic math and cash handling skills.
o Excellent communication skills face-to-face, on telephone, and online.
o Willingness to learn and expand knowledge in various banking software.
Benefits
· 401(k) with matching
· Paid time off
· Bonus program
· Profit sharing
· Health insurance
· Dental insurance
· Vision insurance
· Life insurance
· Flexible spending account
· Short-term & long-term disability
Job Type: Full-time
Pay: $15.00 - $20.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
- Weekends as needed
Work Location: In person
Salary : $15 - $20
