Client Services Associate

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!

OVERVIEW

This position is onsite Monday-Friday 8am-5pm at the Brookfield, WI location.

Specifically, as a Client Support Associate you will:

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!

• Provide Exceptional Client Service
• 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 required
• Well-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.