Overview

The Client Services Representative is responsible for proactively looking for opportunities to deepen and enhance existing relationships and establishing new client relationships; assisting with all service related issues; processing all new account transactions; assisting clients in their selection of various accounts and financial services; cross-selling the Bank’s products and services; opening, maintaining and closing all account types; promoting business for the Bank by providing exceptional quality customer service; and performing branch clerical duties as needed.
The incumbent will:
Interview clients to obtain information and establish proper identification of new clients while determining needs
Assist clients in their selection of various accounts, products and financial services available from the Bank
Ensure cross-selling opportunities are presented by applying professional sales techniques
Make decisions in regard to the opening of new accounts; assigning account numbers; completing forms requiring client signature(s); checking credit history; accepting initial deposits; preparing all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing
Print temporary checks for use until ordered checks arrive, ensuring all client information is correct
Represent the Bank in various community, civic and community reinvestment functions to further enhance the Bank’s image and develop additional business
Provide exceptional customer service by answering client questions; investigating and correcting errors; and resolving problems or other issues
Issue official checks
Perform safe deposit duties by opening accounts, controlling access, assisting clients and processing affiliated reports (in certain locations)
Receive and process stop payment and hold orders
Present funds received from client to teller for initial deposits; determine funds availability and obtain receipt for client
Process credit reports, wire transfers, credit card orders, address changes, check and deposit slip orders and endorsement stamp orders
Answer telephones and direct calls to proper Bank personnel
Process debit card applications, card ordering and file maintenance
Cross-train less experienced branch personnel
Prepare routine letters, reports and forms
Assist with Teller duties as needed
Operate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
Perform other duties as assigned
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
MINIMUM QUALIFICATIONS
High school diploma or equivalent
Six (6) months of customer service related Teller experience
Knowledge of basic accounting
Knowledge of and training on federal and state consumer compliance laws
Ability to analyze and interpret various financial data
Good organizational skills
Good written and verbal communication
Experience using Microsoft Outlook, Word and Excel
Good data entry/keyboarding and math skills
Excellent customer service skills
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
Sustained standing and sitting
Frequently typing using a keyboard and/or calculator
Occasional lifting of basic office files or equipment up to 20 lbs
Normal office environment with comfortable internal temperatures and low level noise


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