Client Support Specialist

1 week ago


Willard, Ohio, United States Sutton Bank Full time
Position Overview

The Customer Service Representative serves as the initial point of contact for customer interactions within the branch.

Key Responsibilities
  • Collaborate with a dedicated team to efficiently process a variety of transactions, including deposits, withdrawals, and payments.
  • Manage assigned cash, adhere to balancing standards, and uphold the integrity of cash handling procedures.
  • Follow established policies and procedures to ensure compliance and security.
  • Deliver outstanding customer service during every interaction, exercising sound judgment to protect both bank and customer assets.
  • Welcome customers, assess their needs, fulfill requests, and provide answers to inquiries.
  • Investigate issues and rectify discrepancies as they arise.
  • Process cash item deposits, savings deposits, and withdrawals with accuracy.
  • Handle loan, credit card, and utility payments efficiently.
  • Facilitate the redemption and sale of savings bonds.
  • Reconcile night deposits and transactions received by mail.
  • Oversee vault and ATM operations when designated.
  • Ensure adherence to all cash handling protocols to maintain proper balancing and secure management of funds.
  • Complete and process holds and Currency Transaction Reports (CTRs) as necessary.
  • Maintain safety and security measures consistently, following dual control protocols when required.
  • Cash checks and maintain assigned cash levels, balancing the drawer and addressing any discrepancies.
  • Uphold customer service standards and promote bank services, including gift cards.
  • Identify cross-selling opportunities and refer clients to Personal Bankers for further assistance.
  • Utilize back-office capture systems to transmit transactions to corporate and resolve any balancing issues.
  • Exhibit flexibility in scheduling to accommodate various hours and locations within the market.

Sutton Bank is committed to equal employment opportunities. All qualified candidates will be considered for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, pregnancy, disability, or protected veteran status.



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