Job Description:

The Client Services Representative supports the bank’s customer service model by providing superior customer service, maintaining quality relations with existing customers and providing support to relationship management staff.  We offer competitive pay and excellent benefits.  2 years of banking experience preferred. 
 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Executes basic job functions while complying with mandatory regulatory requirements and Bank policy by performing the following duties:

• Maintains a friendly and professional disposition in all interactions with customers and internal team members.


• Provides routine assistance to customers and prospects via telephone and in person at the Bank.


• Handles basic account inquiries; referring more complex issues to level II or III Specialists.


• Provides transaction assistance to customers who visit lobby in person and whose transactions are delivered via courier.


• Handles typical transactions, including deposits, withdrawals, Visa cash advances, wire transfers, preparation of official checks and money orders, and safe deposit entry in accordance to bank policies and procedures.


• Assists customers with routine account-related requests and inquiries related to fund transfers, stop payments, bank deposit products and service charges, ATM and debit card usage and limits, checking and savings account transactions and check verification requests by third parties.


• Research and resolves customer problems, acting as the customer liaison between other bank departments when necessary.


• Scrutinizes checks, cash and customer identification in a proficient manner to ensure authenticity and to protect the Bank against fraud losses.


• Maintains a high degree of confidentiality of customer, employee and Bank information.


• Performs all job duties within Bank policy governing regulatory compliance, including but not limited to the Bank Secrecy Act, Regulations C, D, DD and E. Completes all required compliance training in a timely manner.


• Manages branch cash and assists with various general office duties, including various compliance related tasks.


• Generate sales leads and increase the Bank’s visibility through a variety of methods including but not limited to attending community events, service group events or other networking events.


• Performs other related duties and special projects as assigned.

Key Accountabilities

• Deliver an extraordinary experience by exceeding expectations.


• Maintain confidentiality and discretion over sensitive information.


• Foster a positive and proactive work environment for team members.


• Train and drive communication, consistency, urgency and credibility within the company