Client Support Associate - First Business Financial Services Inc

We are a growing company with opportunities that are vital to the operations and success of the company and see our growth strategy as an opportunity to not only increase our market presence, but also to add top talent to our team of professionals. 

Be the face of First Business as a Client Support Associate! This client facing role is 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!

Essential responsibilities of the Client Support Associate:

Client Services

• Greets clients in a timely manner including answering the phones, assists clients with answering questions, balance inquiries, researching and resolving client problems 
• Analyze client’s banking situation to determine their needs, make sure clients are in the correct product to match their needs and introduce client to appropriate officer as needed.
• Effectively explain deposit policies and regulations in order to obtain proper documentation for deposit accounts.
• Have knowledge of all bank services and products.

Private Wealth Deposit and Treasury Management Support

• Answer questions, process transactions, research problems, assist in deposit closing and treasury and private wealth product implementations
• Develop deposit, private wealth and treasury proposals and reviews including development and modeling of account analysis information

Treasury Management Support

• Answer questions, process transactions, research problems, assist in deposit closing and treasury product implementations
• Develop deposit and treasury proposals and reviews including development and modeling of account analysis information
• Provide secretarial and telephone support for the Treasury BDO(s) as needed and perform other clerical and administrative duties that may be assigned

Client Facing Duties

• Analyze client’s banking situation to determine their needs, make sure clients are in the correct product to match their needs and introduce client to appropriate officer as needed.
• Effectively explain deposit policies and regulations in order to obtain proper documentation for deposit accounts.
• Have knowledge of all bank services and products.

Cash Management

• Verify cash, balance drawer and vault, perform monthly audits on cash drawers and vault, process night drop deposits and coin and cash orders for commercial clients.
• Order and ship coin and currency to/from Correspondent Bank to replenish funds and stay within cash limits as necessary.

 Office Administration

• Order supplies
• Assist with client and employee events at the Bank

Education and/or experience requirements:

• High School diploma or equivalent.
• 2+ years New Account experience required.
• 2-4 years Customer Service experience required.
• Well-developed customer and interpersonal skills.
• Ability to speak clearly, understandably, and listen to clients/prospective clients and co-workers.
• Knowledge of federal and state laws and regulations, including a demonstrated adherence to all Bank Secrecy Act/Anti-Money Laundering and OFAC laws, plus completion of all training addressing this topic.
• Ability to work independently with minimal supervision.