Client Service Representative I

JOB SUMMARY: Performs a variety of teller duties including paying out, receiving and keeping transaction records to  existing and potential clients with efficient and accurate services.  

JOB SPECIFICATIONS:

Education:        High school graduate or equivalent

Experience:       6 months of teller, customer service or cash handling experience

ESSENTIAL FUNCTIONS:

• Use software applications as required by specific job functions
• Use procedures and forms relating to the activities of the assigned work unit
• Perform various account transactions such as receiving deposits, verify cash and endorsements, ordering checks, processing wires, accepting loan payments, and selling cashier checks. 
• Accept checks for cashing or paying; verify endorsements; identify clients and customers; insure validity of transactions
• Manage and balance cash within teller guidelines for position
• Assist with debit cards including ordering cards and researching transactions in core system
• Assisting clients in various ways including reconciling account, researching problems and resolving complaints or requests.
• Prepare change orders for commercial clients
• Willingness to learn about various kinds of accounts available to clients; cross-sell bank products and services where appropriate 
• Serve clients courteously and expeditiously to ensure their satisfaction
• Teamwork: Support co-workers whenever help is needed to provide the highest level of client service and assist in completing department duties in a timely and efficient manner 
• Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
• Follow all Bank compliance policies and procedures relating to this position
• Other duties as assigned to meet client and operational needs

SKILLS:

• Ability to communicate in person, by email, and phone in an effective and professional manner
• Competency with extensive face-to-face contact with clients 
• Competency in providing exemplary client service in a professional manner
• Ability to interpret bank policies and procedures to clients 
• Ability to tolerate stress and deal with clients under circumstances requiring tact and diplomacy
• Ability to handle large amounts of cash and make change
• Competency in basic mathematical skills such as calculating interest and percentages
• Ability to operate on-line teller terminal
• Ability to sit or stand for extended periods of time
• Ability to lift bags of coin up to 30 lbs.

RELATIONSHIPS:

• Responsible to the Branch Manager for the fulfillment of functions and responsibilities.
• Will have extensive contact with clients and the public, conducting relationships in a manner that will enhance the overall marketing effort of the bank.

CORE BEHAVIORS for DELIVERING ON THE PROMISE:

• Be Genuine.   Conduct yourself in a consistent, honest and compassionate manner at all times.
• Work Ethic.   Be willing to go the extra mile for the client, whether internal or external.
• Influence.   Be an active player in participating, building and contributing to service.
• Continuous Learning.   Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
• Team Play.   We win together.  Individuality is encouraged to advance and enrich the work of the team.
• Problem Solving.   Being creative, problem-solving mentality to every situation.  See alternative, take initiative and assume responsibility for your actions.
• Communication.   Keep other informed and up-to-date.   Actively listen and learn from each other.  
• Have a Sense of Community.  We firmly believ