Client Experience Representative I

Tradition Capital Bank•Edina, MN

5d•$20 - $31•Onsite

About The Position

The Client Experience Representative I is responsible for delivering a high-touch client experience that is secure, timely, defect-free, and demonstrates care. The Client Experience Representative is also accountable for maintaining deposit accounts, processing client transactions, and actively identify cross selling opportunities and referrals. This position does not have lending authority.

Requirements

A role model for our core values: Do the Right Thing, Get Stuff Done (G.S.D.), One Team and Give Generously
Demonstrated commitment to defect free, timely and caring client service
Knowledgeable of bank policies, procedures, and regulations
Is accountable for demonstrating compliance with the Bank Secrecy Act, Privacy of Consumer Financial Information and all other federal and state rules and regulations as it pertains to their position at the bank.
Professional and client focused
Stay abreast to current trends in electronic banking (including online and mobile platforms)
Able to perform at a high level in a fast-paced environment
Flexible to change in a growing organization
Aptitude for problem solving
Ability to read and interpret documentation such as operating and procedure manuals
Proficient at Microsoft Excel, Word, Outlook and PowerPoint; strong technical ability
Excellent verbal and written communication skills
An independent, quick learner
Demonstrate a high level of organization and attention to detail
Able to prioritize and manage multiple projects/tasks
Demonstrate a collaborative work style and respect for others
Demonstrate self-motivation and present a resourceful work ethic
A Bachelor’s Degree from College or University and a minimum of 0-3 years of experience in customer service and/or banking in related position as teller or customer service representative; or equivalent combination of education and experience.

Responsibilities

Client Experience: Focuses on deepening relationships with deposit clients through delivering a client experience that is secure and consistent with our client service standards. Client service and support are provided in person, online, over the phone and through printed materials.
Account Maintenance: Executes on upkeep of accurate account documentation and electronic files. Maintains client accounts, including: inquiries on client accounts, reordering checks, adding signers to accounts, reordering ATM/debit cards, closing accounts due to fraud, lost or stolen checks, etc.
Transaction Processing: Performs all daily transactional activities and branch capture ensuring transactions are properly documented and posted to client accounts.
Vault & Cash Management: Accurately and securely maintains records for the vault and cashbox. Ensures proper cash operating procedures and upholds appropriate cashbox balances. May input Fed. Cash orders and accurately prepare money shipments.
Product & Service Knowledge: Displays knowledge and proficiency in explaining, selling, and training on bank’s products & services (includes all account types and titling). Educate and train clients to conduct transactions through self-service technologies such as online banking or the Bank’s mobile application.
Compliance: Responsible for ensuring full deposit compliance according to rules and regulations governing account opening and transaction processing and abiding by Tradition Capital Bank’s written procedures; properly identify and document CTR’s and SAR’s.

Benefits

Healthcare (medical with HSA, dental, and voluntary vision)
Short-term and long-term disability
Basic and voluntary life & AD&D insurance
EAP – Employee Assistance Program
Flexible spending accounts
401(k) with employer match; ability to purchase Bank stock through 401k
Paid time off & paid holidays
Family Care Reimbursement (up to $500 annually for 2025)
Wellness Time (up to 2 hours/week)
Keystone employee directed giving opportunities (annual Insight Trip opportunities, up to $500 for grants and double match dollars)