Description
Job Summary
The Client Service Specialist works with the entire team to coordinate all client service activities with a focus on delivering the ultimate client experience. This position performs both teller functions and client service functions. All members of the team are critical in building client advocacy and ensuring continued profitability of the banking center through organic growth and referral opportunities by setting and maintaining high service standards, creating positive client experiences, and fostering a culture of teamwork and collaboration.
Requirements
Responsibilities and Duties
Assist customers with routine account-related requests such as: funds transfer, automatic transfers, stop payments, deposits, service charges, ATM and debit card usages, checking & savings transactions, and funds availability.
Research and resolve customer problems, acting as the customer liaison between other departments when necessary.
Research customer questions regarding electronic funds transfers and initiate “Reg E” disputes when appropriate, including the completion of all necessary documents and affidavits.
Cross-sell bank products and services based on customer needs, in accordance with the bank’s program standards.
Perform teller functions
Auditing and reconciling cash drawers, including atm and vault
Counting and packaging currency
Verify information on ATM/Debit card applications to the information in customer database. Send exceptions to BSA Officer.
Escort appropriate bank personnel into the vault and maintain dual control for safekeeping access.
Maintain the bank’s files for currency transaction reports, customer safekeeping receipts
Assist customers with internet and online banking issues
Assist Bank Officers when needed.
Complete the following BSA requirements:
Read BSA/AML Program (policy)
File Currency Transaction Reports
Report suspicious activity to BSA Officer
Complete all BSA/AML/OFAC related online courses
Follow BSA/AML/OFAC policies and procedures
Other duties as assigned.
Qualifications and Skills
Minimum Education: High School diploma or equivalent.
Minimum Experience: 1+ years of teller and client service experience
Preferred Experience: 3+ years of banking experience.
Competencies
Ability to actively engage in conversations with clients and customers
Ability to present oneself as well as the company in a professional manner
Excellent cash handling skills
Knowledge of all deposit, small business, and consumer loan products
Excellent verbal and written communication skills
Thorough knowledge of industry and regulatory compliance practices
Proficient in the use of a personal computer, business software, and banking software
Ability to complete tasks with accuracy
Ability to multitask, prioritize, and manage time effectively
Responsibilities
The Client Service Specialist is responsible for providing exceptional service to clients and addressing their needs effectively. This role involves managing client inquiries and ensuring satisfaction with services provided.
Linked-in
Google