What are the responsibilities and job description for the Client Service Associate Float position at Lake Ridge Bank?
Overview
Lake Ridge Bank is seeking a service-oriented professional to assist our New Glarus, Belleville, and Brooklyn teams as a full-time Client Service Associate Float! The Client Service Associate Float 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.
Responsibilities
- Travel between our New Glarus, Belleville, and Brooklyn locations as needed.
- Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
- Process all transactions that come through the CSA area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan payments, etc.
- Properly balance and maintain a cash drawer daily
- Keep informed about bank products and services offered
- Maintain confidentiality of client information at all times
- Complete all annual bank security and compliance training
- Participates in community involvement/bank activities as appropriate
- 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
- Performs all other duties as assigned
Qualifications
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.
Hours for this position will be 7:45am-5:15pm Monday – Friday.
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.
