Client Service Representative

3 weeks ago


Hillsdale, United States County National Bank Full time
Job Summary

County National Bank is seeking a highly motivated and detail-oriented Client Service Representative to join our Deposit Operations Team. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, handling large item returns, stop payments, client overdrafts, and non-posts. You will also provide support for all electronic services, including online banking, mobile app, and mobile deposit. This is a full-time position with hours scheduled 8am - 5pm on Mon-Thu and 830a-530p on Fri, with a Saturday rotation for 8a - 12p.

Key Responsibilities
  • Process holds (Regulation CC), returned ach items, stop payments suspects and checks large items for proper endorsements in DDA accounts.
  • Handle client overdraft notifications, non-posted items and adjustments.
  • Handle incoming client phone calls as the main switchboard for the Bank.
  • Assist with document scanning and file maintenance process, as necessary.
  • Handle all debit card questions as well as assist with disputes (Regulation E), compromised reports, debit card clean-up, increasing card limits, debit card transaction research, debit application review for accuracy, etc.
  • Provide research and information for various departments and clients within Director and Premier.
  • Work with Online Banking, Bill Payment, and the mobile application programs for approvals and deactivations, unlocking clients, resetting passwords, assisting with first time enrollments, etc.
  • Maintain and protect confidentiality of client information.
  • Maintain regular, on-time attendance.
  • Remain current in assigned training and continuing education for designation retention (online, video, in-house emails, telephone seminars, etc.).
  • Comply with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
Requirements
  • High school diploma or equivalent.
  • Passion for providing a stellar client service experience to all clients (external and internal) and ability to instill this passion in others.
  • Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner.
  • Positive and cooperative approach when working with others.
  • Excellent written communication skills with demonstrated ability to write clearly, concisely and effectively, with attention to detail for visually appealing output and accurately proofreading publications.
  • Excellent verbal communication skills with the demonstrated ability to effectively present information to clients and management.
  • Strong administrative and organizational skills with effectiveness in developing tasks and managing resources to achieve targets/goals.
  • Ability to maintain confidentiality and handle sensitive information.
  • Knowledge of basic accounting procedures.
  • Efficiently and accurately keyboard information, both computer and calculator.
  • Strong computer skills with a proficiency in MS Office.
  • Ability to multi-task while paying attention to details.


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