Client Support Representative

Client Support Representative

Lake Ridge Bank is looking for a motivated individual to join our team as a Client Support Representative! As a Client Support Representative, you will be the initial point of contact for our clients via phone, chat, email, and integrated teller machines, providing outstanding assistance and resolving a wide array of banking queries with the highest level of efficiency and security. This role is pivotal in sustaining the trust and satisfaction of our clients. Our team is located in both the Evansville and Waunakee locations and flexibility to travel to either office is required.

Essential 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.

Account Management and Financial Services Support

• Manage loan payment processing for both internal and external loans.
• Create new caller records in the database.
• Investigate and resolve fraud cases promptly.
• Distribute statements and tax documents as requested.
• Reset PINs, activate cards, and update card information as needed.
• Implement travel notices and adjust debit card limits for both business and personal accounts.
• Fulfill check orders and update clients\' contact and personal information.
• Process financial transactions such as transfers and card payments.
• Process fee refunds and handle requests for mobile deposit limit increases.
• Verify cashier\'s checks and money orders to prevent fraudulent activities.
• Update client addresses and execute stop payment orders when authorized.

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.