Personal Banker (Client Services Associate), FLOAT, St. Joseph County, IN

1st-Source-Bank; Notre Dame (IN); On-site; USD 42,000 - 55,000; Full time

Job summary

1st Source Bank in Indiana seeks a Personal Banker (Client Services Associate) to deliver friendly service, process transactions, and promote banking products. You will greet clients, open accounts, and cross-sell services to meet their needs.

Role requires strong communication, attention to detail, and teamwork, with compliance to bank policies and confidentiality. On-site, full-time position supporting branch operations and client relationships.

Qualifications

• Retail banking experience preferred.
• Strong customer service and sales orientation.
• Attention to detail and accuracy in processing.
• Clear written and verbal communication skills.
• Ability to cross-sell banking products and services.
• Motivated, team player with multitasking ability.
• Maintain confidentiality of client information.

Responsibilities

• Provide friendly service and process banking transactions.
• Greet clients, identify needs and promote products.
• Open personal accounts and cross-sell services.
• Assist with audits, reporting and branch operations.
• Maintain confidentiality and adhere to policies.
• Work as part of the team to meet goals.

Skills

Retail banking

Customer service

Sales orientation

Attention to detail

Communication skills

Cross-selling

Multitasking

Teamwork

Discretion / confidentiality

Education

Some college

Tools

Microsoft Word

Excel

Job description

Personal Banker (Client Services Associate), FLOAT, St. Joseph County, IN

Job Category : Retail

Requisition Number : PERSO004350

• Posted : August 6, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Description

POSITION SUMMARY
Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services.

ESSENTIAL REQUIREMENTS

• Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures.
• Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.
• Opens personal accounts, CD's and cross-sells bank services.
• Answers client inquiries and resolves less complex issues.
• Builds client loyalty; establishes client relationships, including addressing each client by name.
• Consistently delivers exceptional customer service to each and every client.
• Adheres to established bank policies, procedures and guidelines.
• Participates in retail sales programs to help meet personal and banking center goals.
• Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
• Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary.
• Assists Manager with audits, reporting and scheduling as requested.
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all training related to the position.
• Understands all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS

• Demonstrates appropriate levels of interpersonal skills for clients and staff members.
• Performs all other duties as assigned.

EXPERIENCE/SKILLS

• Four (4) or more years of retail banking experience preferred.
• Customer service and sales oriented.
• High degree of attention to detail.
• Good written and verbal communication skills.
• Good PC skills - proficiency in Microsoft word and Excel essential.
• Ability to cross-sell bank products and services.
• Highly motivated.
• Ability to work in a team atmosphere.
• Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
• Ability to handle multiple tasks in a fast-paced environment.

EDUCATION
One (1) - three (3) years college preferred.

TRAVEL REQUIREMENTS
Ability to travel to all locations as needed for meetings, projects, training, seminars, etc

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT
MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.