Firstbusiness
Client Support Associate
Firstbusiness, Brookfield, Wisconsin, United States, 53045
Join us today as Client Support Associate!First Business Bank is a Top Workplaces USA company, learn more
here .At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!OVERVIEWThis position is onsite Monday-Friday 8am-5pm at the Brookfield, WI location.Specifically, as a Client Support Associate you will:Provide Exceptional Client Service:
Be responsible for providing the highest level of client service to all Bank clients, prospects, and employees utilizing in-depth knowledge of Bank products and services.
No sales goals!Respond to clients’ questions by answering the telephone promptly, greeting clients upon their entering the bank, and promptly responding to emails.Perform Teller Transactions with Accuracy:
Receive, verify, and post checks and cash for deposit to accounts. Process withdrawals and cash checks for clients and non-clients. Issue Cashier’s Checks, foreign currency, and gift cards with available funds. Process and scan all teller transactions through branch capture. Process wire transfer requests.Perform Account Opening and Maintenance with Accuracy:
Create documents and open deposit products on the bank system for clients with accuracy. Accurately complete stop payment orders, address changes, account information updates, and general account maintenance as requested. Upload debit card applications and perform debit card maintenance as needed.Other Administrative Duties:
Process Credit Verifications, Notary Public Services, review IntraFi reports, print and mail customer notices, and balance GL accounts daily. Open new IntraFi accounts and process corresponding deposit account and GL entries.The successful candidate should have:1+ year Teller experience requiredWell-developed client and interpersonal skills.Well-developed written and verbal communication skills.Ability to engage clients to determine their banking needs.Ability to listen and resolve clients’ problems and issues.
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here .At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!OVERVIEWThis position is onsite Monday-Friday 8am-5pm at the Brookfield, WI location.Specifically, as a Client Support Associate you will:Provide Exceptional Client Service:
Be responsible for providing the highest level of client service to all Bank clients, prospects, and employees utilizing in-depth knowledge of Bank products and services.
No sales goals!Respond to clients’ questions by answering the telephone promptly, greeting clients upon their entering the bank, and promptly responding to emails.Perform Teller Transactions with Accuracy:
Receive, verify, and post checks and cash for deposit to accounts. Process withdrawals and cash checks for clients and non-clients. Issue Cashier’s Checks, foreign currency, and gift cards with available funds. Process and scan all teller transactions through branch capture. Process wire transfer requests.Perform Account Opening and Maintenance with Accuracy:
Create documents and open deposit products on the bank system for clients with accuracy. Accurately complete stop payment orders, address changes, account information updates, and general account maintenance as requested. Upload debit card applications and perform debit card maintenance as needed.Other Administrative Duties:
Process Credit Verifications, Notary Public Services, review IntraFi reports, print and mail customer notices, and balance GL accounts daily. Open new IntraFi accounts and process corresponding deposit account and GL entries.The successful candidate should have:1+ year Teller experience requiredWell-developed client and interpersonal skills.Well-developed written and verbal communication skills.Ability to engage clients to determine their banking needs.Ability to listen and resolve clients’ problems and issues.
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