Job description
State Bank of Cross Plains and Monona Bank have merged into a newer, better, locally owned bank, Lake Ridge Bank, focused on the community and we are seeking an enthusiastic and team oriented professional to join our Waunakee office as a Video Customer Support Representative! Our customer goal is to achieve "Full Banking Relationships". This position is responsible for developing and expanding customer relationships by providing high customer satisfaction via Interactive Teller Machine (ITM) systems. This position provides prompt, efficient, helpful, courteous service to all customers and associates. Process all transactions following security/compliance guidelines, ensuring accuracy and confidentiality. The Video Customer Support Representative provides new and existing customer with resources to serve their financial needs while working to increase the profitability of the bank.
- Promote and maintain positive relations with all internal and external contacts, customers and potential customers
- Address customer needs upon their arrival at the bank via ITMs
- Research and assist in problem solving all other customer issues/concerns as needed
- Balance and Review Reports Daily
- Maintain communication with branches and other departments i.e. helping to communicate any updates or issues
- Process all transactions that come through the ITM area including but not limited to cashing checks, performing withdrawals, making deposits, processing loan payments, etc.
- Perform review of captured image item accurately and efficiently
- Keep informed about bank products and services offered
- Review customer information and make appropriate suggestions to customers
- Refer customers to other bank personnel when appropriate
- Utilize bank technology to track all sales & referrals
- Actively participate in sales, office and staff meetings
- Maintain confidentiality of customer information at all times
- Participates in community involvement/bank activities
- Performs all other duties as assigned
Qualifications:
- Associates degree in Finance, Accounting, Business and/or similar field of education and/or 1-2 years previous work experience in a role requiring a high degree of accuracy
- Solid understanding of financial products and services
- Exceptional interpersonal and communication skills to be able to interact and communicate with a diverse customer base
- Demonstrated problem solving skills with the ability to make good decisions and exercise independent judgement
- Enhanced ability and willingness to learn new programs, software, and technology. Strong knowledge of Microsoft Office Suite
- Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment while still maintaining a strong attention to detail with excellent follow up skills
- Willingness to work toward goals and performance standards of the department including the ability to put forth the extra effort necessary to make the department a successful operation: (i.e. working additional hours, attending outside educational programs, etc.)
- Demonstrated ability to represent the organization in a professional, positive manner
Hours for this position will be scheduled between 7:45am-5:30pm Monday – Friday. Additionally, this position will work one to two Saturdays a month from 8:45am – 12:00pm. When scheduled for a Saturday, you will receive a full day off during the week and a Saturday bonus! Flexibility in scheduling may be needed on occasion.
The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.
Consistent with State Bank of Cross Plains’ commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us.
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