One million success stories. Start yours today.

Client Service Associate

Date Posted: Jul 07, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Middleton, Wisconsin, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Oct 08, 2026

Job Description

Overview

Description: Lake Ridge Bank is looking for a motivated individual to join our 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. This is a full-time position, and your hours will be scheduled between 7:45am - 5:30pm Monday through Friday and may work a Saturday rotation from 8:45am-11:15am. Essential ResponsibilitiesEnsure 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 & referralsMaintain 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 ResponsibilitiesComplete all annual security and compliance training as required in a timely mannerAdhere to Bank Security guidelines for CSA area including but not limited to cash limits, proper customer identification, opening/closing procedures, etc.Maintain confidentiality of client information at all timesActively participate in bank and department meetingsParticipates in community involvement/bank activities as appropriatePerforms all other duties as assigned or requested Requirements: High school diploma or equivalent; actively working on high school diplomaCash handling experience is highly preferredExcellent interpersonal and communication skills including verbal/written communication and listening skills Demonstrated problem solving skills with the ability to make good decisionsContributes to a strong team environment by working well with others and proactively helps others when neededAbility to put forth the extra effort necessary to make the office a successful operation: (i.e. working additional hours that requires evenings and weekends)Basic math competency: addition, subtraction, multiplication, divisionBasic computer skills with the ability to learn new programs/technologyKnowledge of general office equipmentAbility to speak, read, write and understand English wellMust be willing and able to participate in community functions where the office is involvedAbility to represent the organization in a professional positive manner Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable

Key responsibilities

Not specified in the original listing.

Required skills

  • Call Centre / CustomerService

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Middleton, Wisconsin, United States of America

Google Map

Related Jobs