Personal Banking Associate: Client Care & Account Growth

1st Source Bank; Valparaiso (IN); On-site; CLP 32,967,000 - 43,956,000; Full time

Job summary

1st Source Bank in Valparaiso, IN is seeking a Personal Banker (Client Services Associate) at the Valparaiso Downtown Banking Center. You will provide friendly service, open personal accounts, and promote bank products to meet client needs.

Responsibilities include handling transactions, assisting with cross-sell opportunities, and building strong client relationships while adhering to bank policies and ensuring accurate recordkeeping. Travel to other locations as needed may be required.

Qualifications

• Customer service and sales oriented.
• High degree of attention to detail.
• Good written and verbal communication skills.
• Proficient in Microsoft Word and Excel.

Responsibilities

• 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, CDs 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.

Skills

Retail banking experience

Customer service

Sales oriented

Attention to detail

Communication skills

Microsoft Word & Excel

Education

Some college coursework preferred

Job description

1st Source Bank in Valparaiso, IN is seeking a Personal Banker (Client Services Associate) at the Valparaiso Downtown Banking Center. You will provide friendly service, open personal accounts, and promote bank products to meet client needs.

Responsibilities include handling transactions, assisting with cross-sell opportunities, and building strong client relationships while adhering to bank policies and ensuring accurate recordkeeping. Travel to other locations as needed may be required.