Client Solutions Associate

6 days ago

Valley View, Pennsylvania, United States LINKBANK Full time

Job Summary:

At LINKBANK, we are seeking a highly skilled Client Solutions Administrator I to join our team. This role is responsible for delivering exceptional client experiences, achieving solution center goals, and promoting corporate values.

Key Responsibilities:

  • Provide top-notch client service, ensuring a positive experience for visitors to the solution centers.
  • Accurately process transactions and offer tailored solutions to meet client needs.
  • Travel to other solution center locations as required.

Essential Functions:

  1. Promote Corporate Values: Embody LINKBANK's values of LIVE, INTEGRITY, NURTURE, and KNOWLEDGE in daily activities.
  2. Client Service Excellence: Maintain a positive attitude and eagerness to learn while delivering exceptional client service.
  3. Transaction Management: Handle various client transactions, including deposits, withdrawals, loan payments, and account openings, via in-person, drive-thru, phone, or mobile/online.
  4. Deposit Processing: Manage and log mail, night depository, and ATM deposits as needed.
  5. Record Maintenance: Ensure compliance with Retail Operations Guidelines for record-keeping and audits.
  6. Regulatory Forms: Accurately complete Currency Transaction Reports and Reg CC Forms.
  7. Cash Management: Balance cash drawers and vault daily and maintain accurate audit records.
  8. Cash Handling: Order and manage cash and coin shipments to/from the Federal Reserve.
  9. Inventory Management: Order and manage supplies used in the Solution Centers.
  10. Training Assistance: Help train new employees and interns.
  11. Sales Support: Enhance the sales process by reviewing client profiles and referring clients for additional services.
  12. Policy Adherence: Follow internal controls, operational procedures, and risk management policies; stay updated on policy changes.
  13. Other Duties: Perform additional tasks as assigned.

Requirements:

  • Education: High School Diploma or equivalent.

Knowledge/Skills/Abilities:

  • Multitasking: Manage multiple priorities effectively.
  • Detail-Oriented: Strong attention to detail and proactive problem-solving.
  • Banking Knowledge: Basic understanding of bank products and services.
  • Compliance: Adherence to policies and procedures.
  • Technical Skills: Proficiency with computers and Microsoft Windows.
  • Client Service: Excellent client service skills with patience and empathy.
  • Interpersonal Skills: Strong communication, leadership, and organizational abilities.
  • Attendance: Regular and Predictable attendance.

Experience:

  • Preferred: Prior teller experience or at least 1 year of cash handling and client service experience.

Physical and Mental Job Requirements:

  • Communication: Clear verbal communication and comprehension.
  • Manual Dexterity: Ability to operate office equipment and computer terminals.
  • Physical Stamina: Capable of standing or walking for extended periods.
  • Visual Acuity: Sufficient vision for computer work.
  • Mobility: Coordination and lifting up-to 20 pounds as necessary.
  • Travel: Ability to travel to various bank locations as needed.

Working Conditions:

Indicate how often the following physical demands are required to perform the Essential Functions listed above.

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