Client Service Associate

Lake Ridge Bank; Madison (WI); On-site; USD 21,000 - 30,000; Full time

Job summary

Lake Ridge Bank is seeking a Client Service Associate (Teller) to deliver exceptional service to customers, handling a variety of banking transactions with accuracy. The role emphasizes friendly client interactions, accurate processing, and referrals to Personal Bankers.

This full-time position runs Monday–Friday from 7:45am to 5:30pm with possible Saturday rotation, focusing on teamwork, compliance, and customer satisfaction.

Qualifications

• High school diploma or equivalent.
• Cash handling experience preferred.
• Excellent interpersonal and verbal/written communication skills.
• Demonstrated problem solving and decision-making abilities.
• Able to work well in a team and support colleagues.
• Willing to work extended hours including evenings and weekends.
• Basic math competency (add, subtract, multiply, divide).
• Basic computer skills and ability to learn new programs.

Responsibilities

• Provide positive interactions with clients by phone and in person.
• Process deposits, loan payments, cash checks and related items.
• Record transactions accurately per bank policies.
• Investigate and resolve teller transaction issues and communicate with clients.
• Educate clients about Lake Ridge Bank products and refer to Personal Bankers.
• Track sales and referrals using bank systems.
• Maintain organized teller area and professional presentation.
• Participate in branch meetings and trainings; support team goals.

Skills

Cash handling

Interpersonal skills

Problem solving

Team collaboration

Flexibility

Math basics

Computer skills

Office equipment

English proficiency

Community involvement

Professional conduct

Education

High school diploma or equivalent

Tools

N/A

Job description

Summary

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; hours will be scheduled between 7:45am and 5:30pm Monday through Friday and may work a Saturday rotation from 8:45am‑11:15am.

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 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.
• Complete all annual security and compliance training as required in a timely manner.
• Adhere 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 times.
• Actively participate in bank and department meetings.
• Participate in community involvement/bank activities as appropriate.
• Perform all duties as assigned or requested.

Requirements

• High school diploma or equivalent; actively working on high school diploma.
• Cash handling Experience Is Highly Preferred
• Excellent interpersonal and communication skills including verbal/written communication and listening skills.
• Demonstrated problem solving skills with the ability to make good decisions.
• Contributes to a strong team environment by working well with others and proactively helps others when needed.
• Ability 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, division.
• Basic computer skills with the ability to learn new programs/technology.
• Knowledge of general office equipment.
• Ability to speak, read, write and understand English well.
• Must be willing and able to participate in community functions where the office is involved.
• Ability 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 accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at [phone] or email us.