Client Service Associate Float

LakeRidge; Monona (WI); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Mileage reimbursement

Job summary

Lake Ridge Bank is seeking a Client Service Associate Float based in Monona–Bridge Road to deliver outstanding banking experiences to clients across multiple district offices. You will handle deposits, loan payments, cashing checks, and other teller activities while maintaining accuracy and confidentiality.

This role requires excellent communication, problem solving, and teamwork, with occasional travel to Monona/Verona and other district locations, plus some evenings and Saturday shifts.

Qualifications

• High school diploma or equivalent (actively pursuing)
• Cash handling experience is highly preferred
• Excellent interpersonal and communication skills including verbal and written communication and listening
• 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 (evenings/weekends)
• Basic math competency: addition, subtraction, multiplication, division
• Availability to work Saturday rotations between 9:00 AM and 12:00 PM
• Basic computer skills with the ability to learn new programs/technology

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, 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.
• Research and resolve teller transactions when potential errors are identified and communicate with affected clients.
• Educate clients about Lake Ridge Bank products and services and refer additional business to Personal Bankers and other areas.
• Utilize bank technology to track all sales and referrals.
• Maintain a professional work area by keeping the teller station clean and organized.
• Demonstrate teamwork and participate in branch meetings and trainings.
• Protect confidential information and follow security guidelines.

Skills

Interpersonal communication

Cash handling

Problem solving

Teamwork

Basic computer skills

Education

High school diploma or equivalent

Job description

Join our dynamic team at Lake Ridge Bank, where delivering exceptional service is at the heart of everything we do! We are seeking a dedicated and personable Client Service Associate Float, based out of our Monona - Bridge Road office, to provide outstanding banking experiences to our valued clients across multiple Lake Ridge Bank locations. This role will support our District 3 Offices (Monona Drive, Bridge Road, Verona, New Glarus, Oregon, Cottage Grove, Atwood). If you enjoy engaging with people, handling transactions accurately, and contributing to a positive community environment, this is the perfect opportunity for you to grow your career with us. This role will be paid mileage to other offices within the Lake Ridge Bank footprint.

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 bank security and compliance training.
• Adhere to Bank Security guidelines as required for this position.
• Always maintain confidentiality of client information.
• Stay current on all compliance regulations.

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
• Availability to work Saturday rotations between 9:00 AM and 12:00 PM.
• Basic computer skills with the ability to learn new programs/technology

  Lake Ridge Bank values a diverse workforce and is an Affir…

  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.