Client Services Associate I (Personal Banker I)
1st Source • Kouts, IN48d • Onsite
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Client Services Associate I (Personal Banker I), Kouts Banking Center, Kouts, IN
1st Source•Kouts, IN
•Onsite
About The Position
To proactively service clients so that the banking center meets stated objectives in service, sales, and operations. This role involves greeting clients, identifying their needs, promoting products and services, and referring them to appropriate colleagues. It includes opening new accounts and CDs, cross-selling bank services, and rotating positions as needed. The associate is expected to build client loyalty, establish relationships, and consistently deliver exceptional customer service while adhering to bank policies and procedures. Participation in retail sales programs, team meetings, community projects, and relevant educational programs is also part of the role. Additionally, the associate will assist with operational duties such as balancing the ATM, vault, and end-of-day work, and may serve as backup for the Banking Center Manager in their absence. Regular and predictable attendance, and completion of all required training, are essential. The employee must understand and comply with all applicable laws and regulations.
Requirements
- Three (3) – four (4) years of retail banking experience required.
- Cash handling experience required.
- Balancing vault and ATM experience required.
- Ability to respond and assist customers with inquiries and/or problem resolution.
- Customer service and sales oriented.
- Careful attention to detail and time management.
- Good listening and verbal and communication skills.
- Good PC skills.
- Ability to cross-sell bank products and services.
- Highly motivated.
- Ability to work in a team atmosphere.
- Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
- Ability to handle multiple tasks in a fast-paced environment.
- Regular and predictable attendance is an essential requirement of the position.
Nice To Haves
- One (1) - three (3) years college preferred.
Responsibilities
- Greets clients as they enter the banking center and identifies client needs.
- Promotes products and services and refers clients to the appropriate business colleague if needed.
- Opens new accounts, CD’s and cross-sells bank services.
- Rotates positions (i.e., CSR window) as needed in the banking center.
- Builds client loyalty; establishes client relationships, including addressing each client by name.
- Consistently delivers exceptional customer service to each and every client.
- Adheres to established bank policies, procedures and guidelines.
- Participates in retail sales programs to help meet personal and banking center goals.
- Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
- Assists banking center team in operational duties (ie., balancing the ATM, vault and end of day work) as requested.
- In absence of Banking Center Manager, may serve as backup if needed.
- Responsible for the completion of all 1 Source University and compliance training related to the position.
- Must understand all applicable laws and regulations that apply to the position and complies with the requirements.
- Performs all other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
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