Client Experience Representative I at Tradition Capital Bank

Edina, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Mar, 26

Salary

31.0

Posted On

18 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Account Maintenance, Transaction Processing, Vault Management, Cash Management, Product Knowledge, Service Knowledge, Compliance, Problem Solving, Communication Skills, Technical Ability, Organization, Attention To Detail, Team Collaboration, Self-Motivation, Resourcefulness

Industry

Banking

Description

Description Who We Are & Why You Will LOVE Us! You are more than just a number; we are more than just a bank. At Tradition Capital Bank, we are partners in business and in life; building dreams and futures on one simple idea: strong one-on-one relationships. We place our people in the right seats and position our employees to do what they love. Every person and every role matters: when we function together as One Team, we achieve extraordinary results. As each other’s raving fans, we reach across titles and organizational structure to encourage one another. Here at Tradition, we believe that when people work together with shared values and an open mind, anything is possible. Tradition is always in the making; join us in celebrating our roots and being a part of what’s next. What You Will Be Doing The Client Experience Representative I is responsible for delivering a high-touch client experience that is secure, timely, defect-free, and demonstrates care. The Client Experience Representative is also accountable for maintaining deposit accounts, processing client transactions, and actively identify cross selling opportunities and referrals. This position does not have lending authority. How You will Get the Job Done Client Experience: Focuses on deepening relationships with deposit clients through delivering a client experience that is secure and consistent with our client service standards. Client service and support are provided in person, online, over the phone and through printed materials. Account Maintenance: Executes on upkeep of accurate account documentation and electronic files. Maintains client accounts, including: inquiries on client accounts, reordering checks, adding signers to accounts, reordering ATM/debit cards, closing accounts due to fraud, lost or stolen checks, etc. Transaction Processing: Performs all daily transactional activities and branch capture ensuring transactions are properly documented and posted to client accounts. Vault & Cash Management: Accurately and securely maintains records for the vault and cashbox. Ensures proper cash operating procedures and upholds appropriate cashbox balances. May input Fed. Cash orders and accurately prepare money shipments. Product & Service Knowledge: Displays knowledge and proficiency in explaining, selling, and training on bank’s products & services (includes all account types and titling). Educate and train clients to conduct transactions through self-service technologies such as online banking or the Bank’s mobile application. Compliance: Responsible for ensuring full deposit compliance according to rules and regulations governing account opening and transaction processing and abiding by Tradition Capital Bank’s written procedures; properly identify and document CTR’s and SAR’s. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time without notice. Requirements What Sets You Apart A role model for our core values: Do the Right Thing, Get Stuff Done (G.S.D.), One Team and Give Generously Demonstrated commitment to defect free, timely and caring client service Knowledgeable of bank policies, procedures, and regulations Is accountable for demonstrating compliance with the Bank Secrecy Act, Privacy of Consumer Financial Information and all other federal and state rules and regulations as it pertains to their position at the bank. Professional and client focused Stay abreast to current trends in electronic banking (including online and mobile platforms) Able to perform at a high level in a fast-paced environment Flexible to change in a growing organization Aptitude for problem solving Ability to read and interpret documentation such as operating and procedure manuals Proficient at Microsoft Excel, Word, Outlook and PowerPoint; strong technical ability Excellent verbal and written communication skills An independent, quick learner Demonstrate a high level of organization and attention to detail Able to prioritize and manage multiple projects/tasks Demonstrate a collaborative work style and respect for others Demonstrate self-motivation and present a resourceful work ethic Professional & Educational Experience You Bring A Bachelor’s Degree from College or University and a minimum of 0-3 years of experience in customer service and/or banking in related position as teller or customer service representative; or equivalent combination of education and experience. Benefits & Compensation Tradition Capital Bank recognizes and values everyone’s unique needs for their careers, families, and individual health. That’s why we offer competitive benefits to promote wellness in our employees and their loved ones, including: Healthcare (medical with HSA, dental, and voluntary vision) Short-term and long-term disability Basic and voluntary life & AD&D insurance EAP – Employee Assistance Program Flexible spending accounts 401(k) with employer match; ability to purchase Bank stock through 401k Paid time off & paid holidays Family Care Reimbursement (up to $500 annually for 2025) Wellness Time (up to 2 hours/week) Keystone employee directed giving opportunities (annual Insight Trip opportunities, up to $500 for grants and double match dollars) For this position, we anticipate a pay range between $20 and $31, hourly. Final offers will vary based on individual job-related knowledge, skills, and abilities. This position is eligible for a discretionary annual bonus based on individual and Bank performance. Work Environment*: While performing the duties of this job, the employee is regularly required to stand, walk, use hands to type, carry, handle and feel objects, reach with hands and arms, talk or hear. The employee must occasionally lift and/or move up to 25 pounds and more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception in the window environment and the ability to adjust focus. This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Local travel may be required for this position *The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Tradition Capital Bank is an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race; color; creed; religion; national origin; sex; pregnancy, childbirth, and related disabilities; marital status; status with regard to public assistance; disability; genetic information; sexual orientation, off duty usage of lawful products; familial status; status as a patient enrolled in the marijuana registry program; membership or activity in a local commission; citizenship status; uniform servicemember status; and age; or any other protected class under federal, state, or local law.

Responsibilities

The Client Experience Representative I is responsible for delivering a high-touch client experience, maintaining deposit accounts, processing transactions, and identifying cross-selling opportunities. The role emphasizes client service across various channels and ensures compliance with banking regulations.