Client Services Associate

Founded in 1863 in South Bend, Indiana, 1st Source has offered clients a convenient and friendly way to bank for over 150 years. At 1st Source, we’ll listen to you, understand your needs and always keep your best interests in mind.

To proactively service clients so that the banking center meets stated objectives in service, sales, and operations.

* Greets clients as they enter the banking center and identifies client needs, promotes products and services and refers clients to the appropriate business colleague if needed. * Opens new accounts, CD’s and cross-sells bank services. * Rotates positions (i.e., CSR window) as needed in the banking center. * 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. * Assists banking center team in operational duties (ie., balancing the ATM, vault and end of day work) as requested. * In absence of Banking Center Manager, may serve as backup if needed. * Responsible for the completion of all 1st Source University and compliance training related to the position. * Must understand all applicable laws and regulations that apply to the position and complies with the requirements. * Performs all other duties as assigned.

* Three (3) – four (4) years of retail banking experience required. * One (1) - three (3) years college preferred. * Cash handling experience required. * Balancing vault and ATM experience required. * Ability to repond and assist customers with inquiries and/or problem resolution. * Customer service and sales oriented. * Careful attention to detail and time management. * Good listening and verbal and communication skills. * Good PC skills. * Ability to cross-sell bank products and services. * Highly motivated. * Ability to work in a team atmosphere. * Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. * Ability to handle multiple tasks in a fast-paced environment.