Client Representative

Tradition Capital Bank

Edina, MN

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.

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 identifying cross selling opportunities and referrals. This position does not have lending authority.

• 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.

• 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…