Client Service Associate
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About The Position
Lake Ridge Bank is seeking a service-oriented professional to join our Monona 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. This role is crucial in ensuring that clients receive exceptional service and that their banking needs are met efficiently. 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 the direction of the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. The Client Service Associate is responsible for promoting and maintaining positive relations with all internal and external contacts, clients, and potential clients. This includes processing all transactions that come through the CSA area, such as cashing checks, performing withdrawals, making deposits, and processing loan payments. The CSA must properly balance and maintain a cash drawer daily and stay informed about the bank products and services offered. Confidentiality of client information must be maintained at all times, and the CSA is required to complete all annual bank security and compliance training. Participation in community involvement and bank activities is also expected, as well as working as part of a team to accomplish branch and department goals. This may include working additional hours as needed and assisting other offices as required. The role may also involve performing other duties as assigned.
