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Client Solutions Representative
2 months ago
This role is responsible for delivering exceptional client experiences at LINKBANK solution centers. The ideal candidate will possess a strong ability to provide needs-based solutions, process transactions efficiently, and maintain accurate records.
Key Responsibilities- Client Service Delivery: Provide superior client service to all members of LINKBANK, handling client transaction needs via in-person, drive-thru, or telephone.
- Transaction Processing: Process and log mail, night depository, and ATM deposits, as well as accurately complete Currency Transaction Reports and Reg CC Forms.
- Record Keeping: Maintain solution center records and information in accordance with Retail Operations Guidelines to ensure operational soundness and compliance for audit purposes.
- Cash Handling: Responsible for daily balancing of cash drawers and vault, and filing and maintaining audit records of this process.
- Supply Management: Order and maintain stock of items utilized in the solution centers.
- Training and Development: Assist with training new employees and/or interns.
- Team Support: Support team sales process by reviewing client profiles, offering additional solutions, and referring clients to the appropriate team member.
Minimum Qualifications:
- Education/Training: High School Diploma or equivalent.
- Knowledge/Skills/Abilities:
- Ability to juggle multiple priorities with clear direction from supervisor.
- Attention to detail, problem-solving, and the ability to be proactive.
- Basic knowledge of bank products and services.
- Strong ability to comply with policies and procedures.
- Strong computer knowledge and Microsoft Windows skills required.
- Satisfactorily completes required annual regulatory training.
- Strong client service skills with the ability to listen with professionalism, patience, and empathy.
- Strong interpersonal, communication, leadership, and organizational skills.
- Experience: Prior teller experience preferred or at least 1 year cash handling and client service experience.
Required Certification/Licenses:
Travel Requirements: Ability to travel to all locations in the bank's footprint as needed.
Physical and Mental Job Requirements:
- Must be able to verbally communicate instructions and information clearly, concisely, and accurately to our clients and other employees.
- Must be able to read and comprehend, sometimes complex schedules, and details to process correspondence accurately, while providing exceptional client service.
- Manual dexterity for the functional operation of office equipment, computer terminal, and other office equipment.
- Must have physical stamina for extended periods of standing and/or walking.
- Must have visual acuity required to work at a computer terminal.
- Mobility enough to coordinate activities in the department and lifting no more than 20 pounds may be required.
Working Conditions:
