Job Information
LAKE RIDGE BANK Client Support Specialist in WAUNAKEE, Wisconsin
JOB REQUIREMENTS: Client Support Specialist (Tier 2) Job Locations US-WI-Waunakee \| US-WI-Evansville # of Openings 1 Category Call Center Overview Are you ready to take your career to the next level? Join our dynamic team as a Client Support Specialist and become a vital part of our Lake Ridge Bank team! In this exciting role, you will provide top-tier support, engage in thorough research, and expertly handle complex client interactions. Use your expertise to assist clients with sensitive and intricate financial matters while embodying our core values of extraordinary service, a growth mindset, trustworthiness, teamwork, and community. If you\'re passionate about making a real impact, we want you on our team! Responsibilities Quality Client Service: Handle inbound calls with a focus on high-quality service. Provide clear and concise information regarding account inquiries. Promote and maintain positive relations with all internal and external contacts, clients and potential clients. Ensure that clients understand our products and/or services; provide additional information as necessary. Research and assist in problem solving all other client issues/concerns as needed. Take ownership of every call whether it requires a call back, extended research, or assistance from other departments. Contribute ideas on ways to resolve problems to better serve the client and/or improve productivity and efficiency. Advanced Account Services, Account Management and Financial Services Support: Facilitate the closing of accounts, ensuring a smooth and compliant process. Manage CD (Certificate of Deposit) renewals with attention to client\'s financial goals. Oversee and process online applications for various banking products. Issue and troubleshoot Business Online Tokens for enhanced client security. Research contact information on the origination of unidentified ACH transactions upon client requests Handle sensitive matters such as death notifications with compassion and professionalism. Process Direct Deposit and Auto Transfer forms, ensuring accuracy and timeliness. Complete Payment Authorization forms with a... For full info follow application link. 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, provide 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. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/E10E6829AE324303