Client Service Representative

Old National Bank•Greenfield, WI

8d•$17 - $28

About The Position

Old National Bank is seeking a Client Service Representative (CSR) to help retain and deepen client relationships throughout the banking relationship lifecycle. The CSR uses sound judgment and care when processing transactions and service requests, takes ownership of resolving client service issues, refers products and services that address clients’ financial needs, and maintains knowledge of clients’ accounts and business with the bank. The role is responsible for managing the vault, balancing ATMs and cash dispensing machines, and processing night drops. The position may be based in one banking center or support multiple locations within a market. The CSR performs financial transactions accurately and in accordance with bank policies and procedures, while providing a welcoming and professional client experience. The role also manages cash supplies, supports operational performance, resolves client maintenance and service problems, participates in sales and referral activities, and may promote, sell, and open deposit accounts. The stated salary range is $17.00 to $27.50 per hour. Final compensation depends on location, skills, experience, qualifications, and the career level at which the position is filled. Old National Bank describes itself as a community- and client-focused company and states its commitment to inclusion, equal opportunity, social responsibility, and community investment.

Requirements

High school diploma or GED equivalent.
Preferred: 1–2 years of prior banking, sales, and/or customer service experience.
Preferred: 2 or more years of prior cash handling or Teller experience.
Sound knowledge of banking policies, procedures, and regulations affecting banking center operations.
Ability to meet cash handling and balancing standards consistently, with attention to detail.
Ability to organize and manage varied tasks and priorities throughout the day.
Strong active listening, questioning, diplomacy, tact, and client communication skills.
Ability to resolve client and operational issues and escalate concerns appropriately.

Nice To Haves

1–2 years of prior banking, sales, and/or customer service experience.
2 or more years of prior cash handling or Teller experience.

Responsibilities

Perform financial transactions patiently, professionally, and accurately in accordance with bank policies and procedures, maintaining an acceptable balancing record.
Respond to client inquiries and service needs, including statement information, balancing inquiries, account charges, address changes, check or debit card orders, and wire transfers.
Listen to clients, identify their needs, answer questions, and provide appropriate information and service or transaction assistance.
Welcome clients, confirm their needs are met, and deliver a positive client experience in which their time and business are valued.
Manage and monitor cash supplies according to banking center demand, including processing incoming and outgoing cash shipments and buying or selling cash as needed.
Balance the vault, ATMs, and cash dispensing machines; manage the vault; and process night drops.
Resolve or assist with simple to moderately complex client maintenance and service problems using available resources and relevant information from internal departments.
Contribute to banking center operational performance, service excellence, and product and service referral targets.
Participate in weekly sales meetings and other activities intended to increase referrals and sales.
Maintain knowledge of bank products and services and make referrals based on client needs.
May promote, sell, and open deposit accounts.
Apply banking policies, procedures, and regulations relevant to banking center operations, including hold procedures, cash drawer limits, and cash-out limits.
Take ownership of client transaction or operational issues, escalate concerns when appropriate, and identify suitable client solutions.
Adapt communication to client needs and preferences and handle difficult client interactions.