Personal Banker & Client Services Expert

1st Source Corporation; Notre Dame (IN); Hybrid; USD 42,000 - 54,000; Full time

Job summary

1st Source Corporation is seeking a Personal Banker (Client Services Associate) in St. Joseph County, IN to provide friendly service, process transactions, and promote additional bank services. This on-site, full-time role requires strong customer focus and product knowledge to meet client needs.

The position emphasizes greeting clients, opening accounts, cross-selling products, and maintaining documentation while adhering to bank policies and delivering exceptional service.

Qualifications

• 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 and able to work in a team.

Responsibilities

• Processes banking center transactions, safety deposit, cash machine and vault balancing activities.
• Greets clients, identifies needs, promotes products and refers clients to colleagues as needed.
• Opens personal accounts, CDs and cross-sells bank services.
• Answers inquiries and resolves less complex issues.
• Builds client loyalty and addresses clients by name.

Skills

Customer service

Sales orientation

Attention to detail

Communication skills

Teamwork

Multitasking

Confidentiality

Education

Some college preferred

Tools

Microsoft Word

Excel

Job description

1st Source Corporation is seeking a Personal Banker (Client Services Associate) in St. Joseph County, IN to provide friendly service, process transactions, and promote additional bank services. This on-site, full-time role requires strong customer focus and product knowledge to meet client needs.

The position emphasizes greeting clients, opening accounts, cross-selling products, and maintaining documentation while adhering to bank policies and delivering exceptional service.