Client Service Representative

Old National Bank•Big Lake, MN

About The Position

Old National Bank is seeking a Client Service Representative to help retain and deepen client relationships by processing transactions and service requests carefully, resolving client service issues, and referring suitable products and services. The role includes managing the vault, balancing ATMs and cash dispensing machines, and processing night drops. The representative performs financial transactions and responds to client inquiries involving items such as statements, account balances and charges, address changes, check or debit card orders, and wire transfers. They welcome clients, listen to understand their needs, and ensure requests are addressed in a professional and accurate manner. The position also supports banking center operations by monitoring cash supplies, processing cash shipments, balancing cash-handling equipment, and resolving client maintenance and service problems. Representatives contribute to operational and service targets, participate in sales activities, maintain knowledge of bank products and services, and may promote 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.
Ability to meet cash-handling and balancing standards consistently.
Detail orientation and organizational skills, including the ability to manage varied tasks and priorities.
Ability to resolve operational issues by consulting appropriate resources and departments.
Strong active listening and communication skills, including diplomacy and tact with clients, coworkers, and others.
Ability to adapt communication style to individual needs and situations and to handle difficult client 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 financial transactions accurately 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, identify their needs, and ensure their requests are addressed before concluding interactions.
Manage the banking center’s cash supply, process incoming and outgoing cash shipments, balance the vault, ATMs, and cash dispensing machines, and buy or sell cash as needed.
Process night drops.
Resolve or assist with resolving client maintenance and service problems, using available resources and escalating concerns when appropriate.
Meet banking center 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 suited to client needs.
May promote, sell, and open deposit accounts.