Title

Client Services Representative 


Description

“FIRST BUSINESS – Your Success Comes First!”

Join the winning team at First Business as a Client Services Representative

First Business is a locally managed, Wisconsin-based, successful, entrepreneurial, and growth-oriented financial services company that specializes in focused financial solutions for businesses, key executives, and high net worth individuals through its operating companies. Our companies specialize in commercial banking, asset-based lending, equipment financing, retirement plans, investment management, and trustee services. We provide specifically tailored solutions to meet our clients’ financial goals.

First Business is a growing company with opportunities that are vital to the operations and success of the company.  We 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. 

  • Provide customer service to clients by processing their transactions in a courteous and professional manner
  • Promptly assist clients with problems and question on their accounts over the phone and in person, as well has perform general account file maintenance as needed
  • Efficiently and accurately document new and updated accounts as well as provide proper disclosures on those accounts
  • Prepare client coin and currency requests and balance coin machine, vault, and teller cash drawer on a daily basis
  • Analyze the client's banking needs in order to cross-sell the Bank's products; introduce the client to the appropriate Bank representative if a referral is needed
  • Process night drop deposits
  • Process credit cards payments and issue cash advances; handle new applications, issue new accounts, and process account cancellations
 

Position Requirements

The successful candidate should have:

  • Degree in Finance, Economics, or other business related field preferred
  • Previous experience in banking as a Teller or Personal Banker, preferred
  • Prior cash handling experience
  • Above average verbal and written communication skills, as well as demonstrated interpersonal and customer service abilities
  • Strong proficiency with technology (software, systems, and equipment), and ability to pick up on new technologies quickly
  • Strong attention to detail, problem solving, and critical thinking skills
  • Ability to work independently, and in a team environment

 

 

Full-Time/Part-Time Full-Time  

Location Madison, WI  

About the Organization First Business Financial Services Nasdaq: FBIZ is the parent and holding company of the First Business family of companies. Our companies include: First Business Bank-Madison; First Business Bank-Milwaukee; First Business Bank-Northeast; First Business Trust & Investments; First Business Equipment Finance, LLC; First Business Factors; and First Business Capital Corp.



First Business is an Equal Opportunity Employer.



 


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