Client Service Representative

Old National Bank•Morris, MN

About The Position

Client Service Representatives help banking centers retain and deepen client relationships by processing transactions and service requests accurately, resolving client service issues, and referring products and services that address clients’ financial needs. They maintain knowledge of clients’ accounts and banking relationships and may work at one banking center or support multiple locations within a market. The role also manages the vault, balances ATMs and cash dispensing machines, and processes night drops. The position provides client service through financial transactions and account-related assistance, while maintaining compliance with bank policies and procedures and acceptable balancing standards. Representatives manage cash supplies and shipments, handle operational and service problems, contribute to operational and service targets, and participate in sales and referral activities. They may promote, sell, and open deposit accounts. The stated hourly salary range is $17.00–$27.50. Final compensation depends on location, skills, experience, qualifications, and career level. Old National Bank describes itself as an equal opportunity employer committed to an inclusive workplace.

Requirements

High school diploma or GED equivalent.
Strong active listening and communication skills, including the ability to adapt communication style to individual needs and situations.
Ability to handle difficult client interactions with diplomacy, tact, and care.
Ability to apply banking policies, procedures, and regulations affecting banking center operations.
Detail orientation and ability to meet cash-handling and balancing standards consistently.
Ability to resolve operational issues by seeking input and using appropriate resources or departments.

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

Process a variety of financial transactions accurately, professionally, and in accordance with bank policies and procedures while maintaining an acceptable balancing record.
Address client inquiries and requests, including statement information, balancing inquiries, account charges, address changes, check or debit card orders, and wire transfers.
Listen to clients, identify their needs, provide appropriate information, and ensure their needs are met during each interaction.
Manage and monitor cash supplies for banking center needs, including processing incoming and outgoing cash shipments, balancing the vault, ATMs, and cash dispensing machines, and buying or selling cash as needed.
Process night drops.
Resolve or assist with simple to moderately complex customer maintenance and client service problems using available resources and internal departments.
Contribute to banking center 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 bank products and services and make referrals based on client needs.
May promote, sell, and open deposit accounts.
Apply banking policies, procedures, and regulations, including hold procedures, cash drawer limits, and cash-out limits.
Take ownership of client transaction or operational issues and escalate concerns appropriately.
Handle multiple tasks and priorities throughout the day.
Adapt communication to client needs, handle difficult interactions, and use listening and questioning to understand client requests.