Personal Banker (Client Services Associate), FLOAT, St. Joseph County, IN
1st Source BankSouth Bend, Indiana, United States
Posted September 9, 2024
Full Time
About the Company
Founded in 1863, 1st Source Bank is the largest locally controlled financial institution serving northern Indiana and southwestern Michigan. The bank delivers a full spectrum of retail, private, and business banking services—including online banking, cash management, specialty finance, and agricultural solutions—while also offering trust, wealth management, and insurance products through dedicated advisory and specialty finance groups. Its hallmark is a personalized, client‑centric approach that blends deep regional expertise with a commitment to community stewardship, reflected in its long‑standing philanthropic initiatives. This blend of heritage, comprehensive service offerings, and community focus distinguishes 1st Source Bank as a trusted partner for individuals and businesses seeking security and growth.
Job Description
Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services.
Requirements
- Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures.
- Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.
- Opens personal accounts, CD’s and cross-sells bank services.
- Answers client inquiries and resolves less complex issues.
- 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.
- Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary.
- Assists Manager with audits, reporting and scheduling as requested.
- Regular and predictable attendance is an essential requirement of the position.
- Responsible for the completion of all training related to the position.
- Understands all applicable laws and regulations that apply to the position and complies with the requirements.