Client Service Representative

Old National Bank • Johnsburg, NY

13d • $17 - $28

About The Position

Old National Bank seeks a Client Service Representative to help retain and deepen client relationships throughout the relationship lifecycle. The role processes transactions and service requests with sound judgment and care, takes ownership of resolving client service issues, refers suitable products and services, and maintains knowledge of clients’ accounts and business with the bank. The position also manages the vault, balances ATMs and cash dispensing machines, and processes night drops. It may be based at one banking center or support multiple locations within a market.

The representative provides a welcoming, accurate, and professional client experience while handling financial transactions, account inquiries, and maintenance requests. The role also manages cash supplies and banking center cash operations, addresses operational and service problems, contributes to service and operational targets, participates in sales activities, and may promote and open deposit accounts.

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.
• Demonstrated knowledge of banking policies, procedures, and regulations affecting banking center operations.
• Ability to meet cash handling and balancing standards with attention to detail.
• Ability to manage multiple tasks and priorities throughout the day.
• Strong active listening, communication, and client service skills.

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

• Process a variety of 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 needs, including statement information, balancing inquiries, account charges, address changes, check or debit card orders, and wire transfers.
• Listen to clients, understand their needs, provide appropriate information, and ensure their needs are met before concluding interactions.
• Manage banking center cash supplies based on business demand, including incoming and outgoing cash shipments, balancing the vault, ATMs, and cash dispensing machines, and buying or selling cash as needed.
• Manage the vault, balance ATMs and cash dispensing machines, and process night drops.
• Resolve or assist with simple to moderately complex customer maintenance and client service problems using available resources and 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 to increase referrals and sales.
• Maintain knowledge of products and services and make referrals based on client needs.
• May promote, sell, and open deposit accounts.
• Take ownership of client transaction or operational issues and escalate concerns appropriately.
• Adapt communication to client needs and preferences and handle difficult client interactions.

Benefits

• Competitive compensation and incentive program.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• 401(k).
• Continuing education opportunities.
• Employee assistance program.
• Impact Network Groups supporting engagement, awareness of diverse backgrounds and experiences, and inclusion.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED