Client Support Advisor

4 weeks ago

Venice, United States Liberty Savings Bank FSB Full time

Description:

Job Summary:

Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships.

Essential Functions:

  • Maintains and balances a cash drawer, performs ATM and assists with end of night balancing.
  • Receives, posts, pays out funds, balances and proofs customer accounts.
  • Opens new accounts for checking, savings, business accounts, IRA, etc.
  • Identifies customer needs and recommends specific products and/or services by use of CNA process.
  • Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing.
  • Maintains and balances cash drawer.
  • Accepts and posts credit card and loan payments and payoffs.
  • Performs account research and problem solving as needed.
  • Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.
  • Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals.
  • Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner.
  • Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential.
  • Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.

Secondary Functions:

  • Makes tele-consulting as necessary.
  • Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing.
  • Contributes to the team effort by performing other job-related duties as assigned.
Requirements:

Standards:

  • Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation.
  • Embraces the ASK program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms.
  • Demonstrates proficiency with ERB process through audit of the CNA folders.
  • Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation.
  • Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations.
  • Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available.
  • Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours.
  • Maintains regular attendance and punctuality as evidenced by attendance records.
  • Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation.

Physical Demands:

  • TalkingAbility to express or exchange ideas by means of the spoken word.
  • HearingAbility to receive detailed information through oral communication.
  • SeeingAbility to view a computer screen for an extended period of time and/or identify individuals visually.
  • StandingAbility to stand on feet for long periods of time.
  • WalkingAbility to use feet and legs to move from one place to another specifically in narrow/confined spaces.
  • Finger dexterityAbility to work with fingers for handling coins or other small objects and use a keyboard.
  • ReachingAbility to extend hand/arms in any direction to move/handle objects.
  • LiftingAbility to lift and/or move up to 25 pounds.

Knowledge, Skills and Abilities:

  • High school diploma or equivalent required.
  • Minimum 1 year customer service or cash handling experience/skills required.
  • Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required.
  • Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required.
  • Able to work a flexible schedule and skills in accuracy, cash handling, and math are required.
  • Basic computer skills and the ability to learn industry-related software are required.

An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities

PM19

PI4a31a71bb14f-0541

by Jobble

  • Client Support Advisor

    1 month ago

    Venice, United States Disability Solutions Full time

    Description:Job Summary:Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships. Essential Functions:Maintains and balances a cash drawer, performs ATM and assists with end of night balancing.Receives, posts, pays out funds, balances and proofs customer accounts.Opens new...

  • Client Support Professional

    2 weeks ago

    Venice, Illinois, United States Danni Mac Inc Full time

    Job OverviewWe are seeking a reliable and compassionate Client Support Professional to join our team at Danni Mac Inc DBA - Caring Transitions of Venice.Estimated Salary Range$15-$20 per hour, based on industry standards and location.Job ResponsibilitiesAs a Client Support Professional, you will assist seniors with relocation services, including sorting,...

  • Automotive Service Advisors

    2 months ago

    Venice, United States Venice Toyota Full time

    900 US Hwy 41 Bypass S, Venice, FL 34285AUTOMOTIVE SERVICE ADVISOR Excellent Benefits and Pay Plan!Earn over $100,000! Base Pay Plus Commission and Bonus! Please be sure to complete the questionnaire, this will ensure your success in this position, apply today!2,200 Service Repair Orders per Month!Almost 4 Techs for every Advisor! Advisors earn from $4,500...

  • Part-Time Client Support Specialist

    3 weeks ago

    Venice, Florida, United States Caring Transitions Full time

    We are seeking a Part-Time Client Support Specialist to join our team in the Venice and Sarasota area. This is an exciting opportunity to work with seniors and their families, making smooth transitions from one living situation to another.Job OverviewCaring Transitions of Venice helps clients downsize, relocate, and liquidate unneeded items through online...

  • Weekend Caregiver

    3 weeks ago

    Venice, Florida, United States HomeWell Care Services FL142 Full time

    About the RoleWe are seeking a skilled Weekend Caregiver to join our team at HomeWell Care Services FL142. As a Weekend Caregiver, you will provide top-notch care and support to our clients in their homes.Key ResponsibilitiesAssist with Activities of Daily Living (ADLs)Provide companionship and conversationLift, bend, transfer clients as neededPerform light...

  • Insurance Support

    2 months ago

    Venice, United States Pinkerton Full time

    DescriptionJoin the Pinkerton Payroll & Insurance Team! Are you looking to be a part of a growing team? At Pinkerton Payroll & Insurance, we're focused on providing the best commercial insurance solutions with a dedicated and passionate team, and we're on a mission to expand across Florida and more. Come be part of our exciting journey! What You'll Do This...

  • Insurance Support

    4 weeks ago

    Venice, United States Pinkerton Full time

    DescriptionJoin the Pinkerton Payroll & Insurance Team! Are you looking to be a part of a growing team? At Pinkerton Payroll & Insurance, we're focused on providing the best commercial insurance solutions with a dedicated and passionate team, and we're on a mission to expand across Florida and more. Come be part of our exciting journey! What You'll Do This...

  • Client Service Specialist

    4 weeks ago

    Venice, United States Liberty Savings Bank FSB Full time

    Description: Job Summary: Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships. Essential Functions: Maintains and balances a cash drawer, performs ATM and assists with end of night balancing. Receives, posts, pays out funds, balances and proofs customer accounts. Opens new...

  • Home Care Assistant

    3 weeks ago

    Venice, California, United States Home Care Assistance Full time

    About TheKeyWe're changing the way the world lives and ages at home. As a Home Care Assistance provider, we offer premium in-home care to older adults so they can live safely and comfortably in their own homes as they age.Our MissionAt TheKey, we're committed to helping families get the support and quality care they need—so that more older adults can live...

  • Seasonal Support Driver

    2 weeks ago

    VENICE, United States United Parcel Service Full time

    SHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors,...

  • Animal Hospital Support Team Member

    5 days ago

    Venice, Florida, United States Southern Veterinary Partners Full time

    About the JobSouthern Veterinary Partners is seeking a talented Pet Care Assistant Professional to join our growing hospital. As a key member of our support team, you will play a vital role in ensuring the comfort and well-being of our patients.The successful candidate will possess excellent communication skills, be able to work effectively in a fast-paced...

  • Outlet Customer Experience Specialist, Advisor

    4 weeks ago

    Venice, United States Best Buy Full time

    What does a Sales Consultant – Appliance Outlet do? The Sales Consultant – Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. You will provide velocity and solution support to solve customer needs to ensure that no customer is left unserved or...

  • Outlet Customer Experience Specialist, Advisor

    4 weeks ago

    Venice, United States Best Buy Full time

    What does a Sales Consultant – Appliance Outlet do?The Sales Consultant – Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. You will provide velocity and solution support to solve customer needs to ensure that no customer is left unserved or underserved.As...

  • Compassionate Caregiver Wanted for Elderly Home Companion

    3 weeks ago

    Venice, Florida, United States Griswold Home Care, Inc Full time

    About Griswold Home CareWe are a reputable home care provider dedicated to delivering exceptional elderly care and companionship services. Our mission is to improve the lives of our clients by providing personalized support and care.Job OverviewWe are seeking a reliable and compassionate LPN/PRN to join our team in the Gulf Coast region. As an LPN/PRN, you...

  • Exercise Coaching Position Available

    5 days ago

    Venice, Illinois, United States Workout Anytime Full time

    Career Opportunities at Workout AnytimeWe are a rapidly growing fitness franchise that is committed to enhancing the quality of life through fitness and health. We are seeking a highly motivated and passionate Personal Trainer to join our team in Venice, Florida.About the RoleThis is an exciting opportunity to work with a supportive team that is dedicated to...

  • Certified Nursing Assistant

    3 months ago

    Venice, United States Griswold Home Care Full time

    Griswold Home Care - Full Time - hourly [CNA / Health Aide] As a Certified Nursing Assistant at Griswold Home Care, you'll: Assist elderly clients with daily activities such as bathing, dressing, and grooming; Monitor vital signs and administer medications as prescribed; Provide emotional support and companionship to clients; Assist with meal planning and...

  • Facilities Coordinator

    3 weeks ago

    Venice, United States JLL Full time

    What this job involves - The Facilities Coordinator will provide support to the Site and/or Assistant Facility Managers with operational activities in maintenance and operations, accounting and finance, vendor oversight, equipment and supplies, occupancy services and proactively develop and maintain client relationships ensuring that expected service levels...

  • Primary Care Nurse Practitioner Opportunity in Venice, FL

    3 weeks ago

    Venice, Florida, United States Integrity Placement Group Full time

    We are seeking a highly skilled and dedicated Family Practice/Primary Care Nurse Practitioner to join our healthcare organization based in Venice, FL. This is an exciting opportunity for a professional with a passion for delivering high-quality patient care.About the RoleThe ideal candidate will be responsible for providing exceptional primary care services...

  • Personal Training Professional Wanted

    4 days ago

    Venice, Illinois, United States Workout Anytime Full time

    Workout Anytime Job OpportunityWe are seeking a highly motivated and passionate Personal Trainer to join our team in Venice, Florida. As a Personal Trainer, you will be responsible for helping clients achieve their fitness goals through personalized training programs and guidance.About the RoleThis is an exciting opportunity to work with a rapidly growing...

  • Licensed Therapist for Assisted Living Facilities

    2 days ago

    Venice, California, United States Pacific Blue Psychological Services Full time

    About the RoleWe are looking for a motivated and experienced Licensed Clinical Psychologist to join our team at Pacific Blue Psychological Services. In this role, you will have the opportunity to make a meaningful difference in the lives of our clients while working in a supportive and collaborative environment. Responsibilities and ExpectationsAssess client...