Client Service Associate

JOB REQUIREMENTS: Apply Description Lake Ridge Bank is looking for amotivated professional to join our Monona Drive team as a Client ServiceAssociate The Client Service Associate (Teller) provides extraordinaryservice to internal and external clients with every interaction. Theywill engage clients in meaningful conversations while performing avariety of banking transactions with a high degree of accuracy. Theindividual in this position listens and promptly responds to clientinquiries, seamlessly refers additional business to the PersonalBankers, and adheres to all established Lake Ridge Bank policies,procedures and regulations. Under direction from the Retail Manager, theClient Service Associate works to achieve their targeted level oftransaction accuracy, service delivery, and sales. EssentialResponsibilities: Ensure a positive interaction with internal andexternal clients on the phone and in person. Provide a variety ofaccount services to consumer and business clients, including: processingdeposits, processing loan payments, cashing checks, withdrawing cash,and selling related check items. Record all transactions accurately andefficiently in accordance with Lake Ridge Bank policies and procedures.Responsible for researching and resolving all teller transactions whenpotential errors are identified and communicating with affected clients.Act as a trusted advisor by consistently educating clients about LakeRidge Bank products and services and referring additional business tothe Personal Bankers and other areas. Utilize bank technology to trackall sales & referrals Maintain a professional work area by keeping theteller station clean, filled with supplies and organized with allpersonal belongings out of sight from clients. Demonstrate a high levelof teamwork and actively participate in branch meetings and trainings.Protect all confidential information obtained on the job by safeguardingit when in use, filing it properly when not in use, disposing of itproperly and discussing it only with those who have a legitimatebusiness need to know. Other Responsibilities: Complete all annualsecurity and... For full info follow application link. The State Bankof Cross Plains values a diverse workforce and is an AffirmativeAction/Equal Opportunity Employer. Minorities, Females, Veterans andIndividuals with Disabilities encouraged to apply. Consistent with StateBank of Cross Plains' commitment to employ and advance qualifiedindividuals with disabilities, State Bank of Cross Plains providesreasonable accommodation to apply for or perform a job. Some examples ofreasonable accommodation include alternate methods to apply, providedocuments in an alternate format, altering work procedures, specializedequipment or use of an interpreter. If an individual needs reasonableaccommodations to apply or perform a job here at State Bank of CrossPlains, please contact Human Resources at (608) 849-2700 or email us. APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/AE14104B6B344C9E

Created: 2025-09-12