Client Service Representative

Old National Bank•Sun Prairie, WI

11d•$17 - $28•Onsite

About The Position

Old National Bank is hiring a Client Service Representative to help its banking center retain and deepen client relationships. The representative processes transactions and service requests with sound judgment and care, takes ownership of resolving service issues, refers products and services that meet clients’ financial needs, and maintains knowledge of clients’ accounts and banking relationships. The role also manages the vault, balances ATMs and cash dispensing machines, and processes night drops. Positions may be based at one banking center or support multiple locations within a market. The representative provides accurate, professional financial transactions and client service in accordance with bank policies and procedures. The role includes handling cash and banking center operations, resolving client maintenance and service problems, contributing to operational and service targets, and making product and service referrals. The representative may promote, sell, and open deposit accounts. The position requires a high school diploma or GED equivalent. Prior banking, sales, and/or customer service experience and prior cash handling or Teller experience are preferred. The stated hourly salary range is $17.00 to $27.50; final compensation depends on location, skills, experience, qualifications, and career level.

Requirements

High school diploma or GED equivalent.
Demonstrate knowledge of banking policies, procedures, and regulations affecting banking center operations, including hold procedures, cash drawer limits, and cash out limits.
Meet cash handling and balancing standards consistently and demonstrate attention to detail.
Handle varied tasks and priorities throughout the day.
Take ownership of client transaction or operational issues and escalate concerns appropriately.
Use active listening, tact, and diplomacy when communicating with clients, coworkers, and others.
Adapt communication style to individual needs and situations, and handle difficult client interactions.

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 while maintaining an acceptable balancing record.
Respond to client inquiries and service requests, including statement information, balancing inquiries, account charges, address changes, check or debit card orders, and wire transfers.
Listen to clients to understand their needs, answer questions, and gather relevant information to fulfill transaction and service requests.
Welcome clients, confirm their needs are met, and provide an extraordinary client experience.
Manage and monitor cash supplies for banking center needs, including incoming and outgoing cash shipments.
Balance the vault, ATMs, and cash dispensing machines; buy and sell cash as needed; and process night drops.
Resolve or assist with simple to moderately complex customer maintenance and client service problems, using appropriate resources and internal departments.
Contribute to banking center targets for operational performance, service excellence, product referrals, and service referrals.
Participate in weekly sales meetings and other activities to increase referrals and sales.
Maintain knowledge of products and services and make referrals based on clients’ needs.
May promote, sell, and open deposit accounts.