Senior Client Services Representative

4 weeks ago

San Diego, California, United States Vets Hired Full time
About the Job

We are seeking a highly skilled and experienced Sr Client Services Specialist to join our team at Vets Hired.

Job Summary:

The ideal candidate will have a strong background in banking and customer service, with a proven track record of delivering exceptional results in a fast-paced environment. As a Sr Client Services Specialist, you will be responsible for interviewing customers, determining their banking needs, and providing personalized solutions to meet their requirements.

Duties and Responsibilities:
  • Branch expert in opening new accounts utilizing our banking platform.
  • Accurately produce signature cards and other documents, disclosures timely and efficiently.
  • Maintain a high level of service to bank customers.
  • Assist customers with problem resolution to maintain a high level of customer satisfaction.
  • Act as the initial escalation point for problem resolution.
  • Proficient in all teller, safe deposit, ATM balancing, and all related systems platforms.
  • Input wires as required.
  • New account callback of accounts opened by other CSS.
  • Thorough understanding of legal documentation requirements for both consumer and business accounts.
  • Act as dual custodian for vault, cash, keys, etc.
  • Perform clerical tasks such as filling, copying, scanning.
  • Answer general phone line, resolve customer inquiries, and/or forward calls as appropriate.
  • Strong interpersonal and communications skills with all levels of bank staff, customers, and outside contacts.
  • Responsible for identifying cross-sell opportunities and acting on them as appropriate.
  • Perform other duties as assigned or needed.
Requirements:
  • Minimum 5 years banking experience.
  • Minimum 2 years new account experience.
  • Minimum of 1 year sales experience.
  • Knowledge of bank policies and procedures and regulatory compliance.
  • Cash handling experience required.
Physical Demands:

Regularly required to talk or listen. Frequently required to use hands and fingers to handle or feel, reach with hands or arms. Required to sit for long periods of time. Occasionally required to stand and walk. Occasionally required to lift up to 25 pounds. Specific vision abilities required by this position include close vision and the ability to focus.

BSA/AML/Compliance:

This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the bank's BSA/AML policies, including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the bank's compliance program.

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