Client Service Representative

Old National Bank•Evansville, IN

3d•$17 - $28

About The Position

Old National Bank is hiring a Client Service Representative to help the banking center retain and deepen client relationships throughout their lifecycle. The representative processes transactions and service requests with sound judgment and care, takes ownership of resolving client service issues, refers appropriate products and services, and maintains knowledge of clients’ accounts and banking relationships. The role also manages the vault, balances ATMs and cash dispensing machines, processes night drops, and supports the banking center’s operational performance, service excellence, and referral goals. The position requires delivering accurate and welcoming client service while following bank policies and procedures.

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.
Handle multiple tasks and priorities throughout the day.
Take ownership of client transaction or operational issues and escalate concerns when appropriate.
Use active listening, diplomacy, tact, and caring in communication 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.
Address 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 fulfill transaction and service requests.
Welcome clients, ensure their needs are met, and deliver 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, and buy or sell cash as needed.
Resolve or assist with simple to moderately complex customer maintenance and client service problems, using available resources and internal departments.
Meet defined targets for operational performance, service excellence, and product and service referrals.
Participate in weekly sales meetings and other activities intended 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.