Job Details

Client Service Associate I - North Anthony Banking Center - Fort Wayne IN

Company name
1st Source Bank

Fort Wayne, IN, United States

Employment Type

Finance, Customer Service, Retail

Posted on
Jul 30, 2020

Valid Through
Nov 12, 2020

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About Us

Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we listen to our clients, understand their needs and always keep their best interests in mind.

1st Source Bank remains the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. We operate banking centers across our region, boast 1st Source Bank Specialty Finance Group locations nationwide, as well as several Wealth Advisory Services locations and 1st Source Insurance offices.

We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams.

Additionally, for over 155 years, 1st Source Bank has been giving back to our communities to actively help build good places to live, work and raise our families. This service to our community is one of our principal values and has defined who we are and how we do business.

Position Summary

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

Essential Requirements

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 respond 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.

Travel Requirements 

Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

National Mortgage Licensing System and Registry (NMLSR):

The Federal Government requires that employees with responsibility for residential mortgage lending and/or consumer real estate loans be registered with the Nationwide Mortgage Licensing System and Registry (NMLSR). For consideration of this position, you will be required to obtain a unique identifier, register with NMLSR, and be fingerprinted for a criminal background report. Individuals hired for this position must: A) have not been convicted of, or pleaded guilty or nolo contendere to, a felony in a domestic or military court during the preceding seven-year period or, in the case of a felony involving an act of fraud, dishonesty, a breach of trust, or money laundering, at any time; B) has demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual loan originator will operate honestly, fairly, and efficiently.

Hours of Operation







9:00 - 5:00

9:00 - 5:30


9:00 - 5:00

9:00 - 5:30


9:00 - 5:00

9:00 - 5:30


9:00 - 5:00

9:00 - 5:30


9:00 - 5:00

9:00 - 6:00


9:00 - Noon

9:00 - Noon

Equal Opportunity Employer -


Company info

1st Source Bank
Website :

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