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Client Relations Specialist

3 months ago

Rogersville, Tennessee, United States Thread Bank Full time

Job Type

Full-time

Position Overview

As a vital member of Thread Bank, you will serve as the primary liaison between the bank and its clientele, ensuring a seamless experience in service delivery and inquiries.

  • Act as the main point of contact for customers, facilitating service requests and directing inquiries to the appropriate departments.
  • Process deposits and payments across various account types, confirming the validity of checks and issuing receipts while adhering to bank protocols.
  • Handle check cashing and withdrawal requests in line with established bank policies, escalating any suspicious transactions to a supervisor.
  • Manage stop payment requests efficiently.
  • Proactively promote bank services, informing clients about new offerings that may align with their needs.
  • Adhere to all security measures and protocols, reporting any discrepancies or unusual activities to a supervisor.
  • Provide accurate account information and balance details to customers.
  • Maintain an organized cash drawer, ensuring daily reconciliation of funds.
  • Assist in processing night and mail deposits as needed.
  • Order checks and necessary supplies in a timely manner.
  • Fulfill record-keeping responsibilities in compliance with the Bank Secrecy Act, CIP, and OFAC regulations.
  • Recognize and report any suspicious activities to a supervisor.
  • Perform additional tasks as assigned.

Reporting Structure
This position reports to the Head Teller and/or Branch Manager.

Requirements

  • Ability to lift up to 20 pounds, with frequent twisting and kneeling.
  • Extended periods of sitting, up to 95% of the time.
  • Occasional bending, climbing, and reaching above and below shoulder level.
  • Possible exposure to dust and high noise levels.
  • Basic mathematical proficiency (addition, subtraction, multiplication, division).
  • Competence in using PC software and office equipment.
  • Exceptional verbal communication skills.
  • Must meet bondability requirements.

Thread Bank is dedicated to providing reasonable accommodations for individuals of all abilities, including those with disabilities. If you require an accommodation during the employment process, please reach out to the Human Resources Department with your request and contact information. Each request will be evaluated on a case-by-case basis.

Equal Employment Opportunity (EEO):
Thread Bank is an equal opportunity employer, welcoming qualified candidates regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other legally protected categories.