Client Service Specialist at COGENT BANK

Tampa, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Dec, 25

Salary

0.0

Posted On

24 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Teller Functions, Problem Solving, Cross-Selling, Communication, Regulatory Compliance, Time Management, Teamwork, Banking Software, Customer Advocacy, Account Management, Cash Handling, BSA Compliance, Online Banking Support, Multitasking, Professionalism

Industry

Banking

Description

Description Job Summary Cogent Bank is looking for a Client Service Specialist for our Tampa Banking Center. Come join our team! As a Client Service Specialist, you will work with the entire team to coordinate all client service activities with a focus on delivering the ultimate client experience. This position performs both teller and client service functions and is critical to 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. This individual will be expected to assist the banking center with its growth deposit strategy. Requirements Responsibilities and Duties Provide excellent service for all clients of the bank including opening, closing and performing maintenance on client accounts. 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 receipt Assist customers with internet and online banking issue Complete all BSA requirements, including Read BSA/AML Program (policy File Currency Transaction Report Report suspicious activity to BSA Officer Complete all BSA/AML/OFAC related online course Follow BSA/AML/OFAC policies and procedure Assist Bank Officers when needed Perform other duties as assigned. Qualifications and Skills Minimum Education: High School diploma or equivalent. Minimum Experience: 1+ years of banking 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 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 accurac Ability to multitask, prioritize, and manage time effectively Cogent Bank is an Equal Opportunity Employer

Responsibilities

The Client Service Specialist will coordinate all client service activities to deliver an exceptional client experience. This role includes performing teller functions and assisting with the banking center's growth deposit strategy.