Client Service Representative

Old National Bank•Janesville, WI

13d•$17 - $28

About The Position

Old National Bank is seeking a Client Service Representative to help retain and deepen client relationships throughout the relationship lifecycle. The role processes financial transactions and service requests accurately and with care, resolves client service issues, and refers products and services that meet clients’ financial needs. Client Service Representatives are also responsible for managing the vault, balancing ATMs and cash dispensing machines, and processing night drops. The position supports the banking center’s operational performance and service goals. It requires knowledge of banking products, policies, procedures, and regulations, as well as attentive communication and sound judgment when serving clients and resolving problems.

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 and demonstrate attention to detail.
Demonstrate active listening, diplomacy, tact, and caring in communication with clients, coworkers, and others.
Adapt communication style to individual needs and preferences 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 accurately, professionally, and 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 during each interaction.
Manage cash supplies for banking center needs, process incoming and outgoing cash shipments, balance the vault, ATMs, and cash dispensing machines, and buy or sell cash as needed.
Proactively resolve or assist with simple to moderately complex customer maintenance and client service problems, using available internal resources.
Contribute to banking center targets for operational performance, service excellence, and product 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.
Take ownership of client transaction or operational issues and escalate concerns when appropriate.