Client Service Representative

Old National Bank•Bismarck, ND

10d•Onsite

About The Position

Old National Bank is hiring a Client Service Representative to help retain and deepen client relationships throughout their lifecycle. The role provides accurate, professional financial transactions and service, takes ownership of resolving client issues, and proactively refers products and services that meet clients’ financial needs. Representatives are expected to understand clients’ accounts and business with the bank. The position includes managing the banking center vault, balancing ATMs and cash dispensing machines, processing night drops, and managing cash supplies. A representative may work at one banking center or support multiple locations within a market. The role also contributes to the banking center’s operational performance, service quality, referrals, and sales.

Requirements

High school diploma or GED equivalent.
Demonstrated knowledge of banking policies, procedures, and regulations affecting banking center operations.
Ability to meet cash-handling and balancing standards consistently.
Detail orientation and organizational skills, including the ability to manage multiple tasks and priorities.
Strong active listening and communication skills, including the ability to adapt communication to client needs and handle difficult interactions.

Nice To Haves

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

Responsibilities

Perform a variety of financial transactions accurately and professionally 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, identify their needs, answer questions, and provide appropriate information and solutions.
Welcome clients warmly, ensure their needs are met, and provide an extraordinary client experience.
Manage and monitor cash supplies for banking center needs, including processing incoming and outgoing cash shipments.
Balance the vault, ATMs, and cash dispensing machines; buy or sell cash as needed; and process night drops.
Resolve or assist with simple to moderately complex customer maintenance and client service problems, using available resources and relevant internal departments.
Contribute to 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 the bank’s products and services and make referrals based on client needs.
May promote, sell, and open deposit accounts.
Recognize and escalate client or operational concerns when appropriate.