Client Service Specialist (Float) – Banking & Advisory

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

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.