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Client Service Associate
1st Source
Elkhart, IN, United States
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About Us
1st Source Bank is the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. 1st Source operates more than 80 banking centers in 17 counties, 22 1st Source Bank Specialty Finance Group locations nationwide, nine Trust and Wealth Management locations and eight 1st Source Insurance offices. We deliver a comprehensive range of banking services along with highly personalized attention to our clients, individuals, businesses and communities. Our mission is to help our clients achieve security, build wealth and realize their dreams.
Come work for an organization that consistently receives awards as the Favorite Bank in the area – whether it’s in Indiana or Southwestern Michigan. We are a top rated bank and have been recognized for our integrity and the exceptional services we provide to our clients. 1st Source has also been recognized for our strong workplace environment that values its employees and our positive work culture that includes respect, communication, opportunity and being part of a team.
We base employment on an individual's values, personality, experience, skills, and talents. We value our colleagues and treat each with honesty, dignity and respect. We are committed to creating a diverse team of professionals whose strengths improve our ability to serve our customers.
Position Summary
To proactively service clients so that the banking center meets stated objectives in service, sales, and operations.
Essential Requirements
• Greets clients as they enter the banking center and identifies client needs, promotes products and services and refers clients to the appropriate business colleague if needed.
• Opens new accounts, CD’s and cross-sells bank services.
• Rotates positions (i.e., CSR window) as needed in the banking center.
• 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.
• Assists banking center team in operational duties (ie., balancing the ATM, vault and end of day work) as requested.
• In absence of Banking Center Manager, may serve as backup if needed.
• Responsible for the completion of all 1st Source University and compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and complies with the requirements.
• Performs all other duties as assigned.
Experience/Skills
• Three (3) – four (4) years of retail banking experience required.
• One (1) - three (3) years college preferred.
• Cash handling experience required.
• Balancing vault and ATM experience required.
• Ability to repond and assist customers with inquiries and/or problem resolution.
• Customer service and sales oriented.
• Careful attention to detail and time management.
• Good listening and verbal and communication skills.
• Good PC skills.
• 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.
Travel Requirements
Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.
National Mortgage Licensing System and Registry (NMLSR):
The Federal Government requires that employees with responsibility for residential mortgage lending and/or consumer real estate loans be registered with the Nationwide Mortgage Licensing System and Registry (NMLSR). For consideration of this position, you will be required to obtain a unique identifier, register with NMLSR, and be fingerprinted for a criminal background report. Individuals hired for this position must: A) have not been convicted of, or pleaded guilty or nolo contendere to, a felony in a domestic or military court during the preceding seven-year period or, in the case of a felony involving an act of fraud, dishonesty, a breach of trust, or money laundering, at any time; B) has demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual loan originator will operate honestly, fairly, and efficiently.
Equal Opportunity Employer - M/F/Disability/Veteran