Client Service Associate

Client Service Associate

Lake Ridge Bank is looking for a motivated professional to join our Bridge Road team as a Client Service Associate! The Client Service Associate (Teller) provides extraordinary service to internal and external clients with every interaction. They will engage clients in meaningful conversations while performing a variety of banking transactions with a high degree of accuracy. The individual in this position listens and promptly responds to client inquiries, seamlessly refers additional business to the Personal Bankers, and adheres to all established Lake Ridge Bank policies, procedures and regulations. Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales.

Essential Responsibilities :

• Ensure a positive interaction with internal and external clients on the phone and in person.
• Provide a variety of account services to consumer and business clients, including : processing deposits, processing loan payments, cashing checks, withdrawing cash, and selling related check items.
• Record all transactions accurately and efficiently in accordance with Lake Ridge Bank policies and procedures.
• Responsible for researching and resolving all teller transactions when potential errors are identified and communicating with affected clients.
• Act as a trusted advisor by consistently educating clients about Lake Ridge Bank products and services and referring additional business to the Personal Bankers and other areas.
• Utilize bank technology to track all sales & referrals
• Maintain a professional work area by keeping the teller station clean, filled with supplies and organized with all personal belongings out of sight from clients.
• Demonstrate a high level of teamwork and actively participate in branch meetings and trainings.
• Protect all confidential information obtained on the job by safeguarding it when in use, filing it properly when not in use, disposing of it properly and discussing it only with those who have a legitimate business need to know.

Other Responsibilities :

Complete all annual security and...