Client Service Representative
About The Position
Old National Bank’s Client Service Representatives help the banking center retain and deepen client relationships throughout the relationship lifecycle. They use sound judgment and care when processing transactions and service requests, take ownership of resolving client service issues, proactively refer products and services that meet clients’ financial needs, and maintain knowledge of clients’ accounts and business with the bank. The role also includes managing the vault, balancing ATMs and cash dispensing machines, and processing night drops. Positions may be based in one banking center or support multiple locations within a market. The position delivers accurate, professional client service while supporting banking center operations, performance, and sales goals. Representatives handle financial transactions and client inquiries, resolve service and maintenance issues, manage cash supplies, and make needs-based product and service referrals. They may also promote, sell, and open deposit accounts.
Requirements
- High school diploma or GED equivalent.
- Demonstrated knowledge of banking policies, procedures, and regulations affecting banking center operations, including hold procedures, cash drawer limits, and cash-out limits.
- Consistently meet cash-handling and balancing standards, with attention to detail.
- Handle varied tasks and priorities throughout the day.
- Take ownership of client transaction and operational issues and escalate concerns appropriately.
- Demonstrate active listening, diplomacy, tact, and caring in interactions with clients, coworkers, and others.
- Adapt communication style to individual needs and circumstances 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.
- Address client inquiries and requests, including statement information, balancing inquiries, account charges, address changes, check or debit card orders, and wire transfers.
- Listen to clients, understand their needs, and provide information and solutions for transaction and service requests.
- Welcome clients, confirm their needs are met, and deliver an extraordinary client experience.
- Manage the banking center’s cash supply, including incoming and outgoing cash shipments, balancing the vault, ATMs, and cash dispensing machines, and buying or selling cash as needed.
- Resolve or assist with simple to moderately complex customer maintenance and client service problems using available resources and internal departments.
- Contribute to banking center performance targets for operations, service, product referrals, and service referrals.
- Participate in weekly sales meetings and other activities 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.
Benefits
- Competitive compensation and incentive program.
- Medical, dental, and vision insurance.
- 401(k).
- Continuing education opportunities.
- Employee assistance program.
- Impact Network Groups.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
