Client Services Representative

1 week ago


Eugene, Oregon, United States Summit Bank Full time
Job Summary

We are seeking a highly skilled and customer-focused Client Services Representative to join our team at Summit Bank. As a key member of our banking team, you will be responsible for providing exceptional customer service, processing transactions, and promoting banking products and services.

Key Responsibilities
  • Customer Service: Greet clients in a friendly and professional manner, identify their needs, and offer banking products and services to meet their requirements.
  • Transaction Processing: Process savings, checking, and loan transactions, balance cash drawers, and reconcile daily transactions.
  • Product Promotion: Promote banking products and services to clients, including checking and savings accounts, loans, and other financial services.
  • Operational Support: Provide operational support by retrieving and processing night drop contents, balancing vault cash and coin machine, processing cash shipments, and performing certifications.
  • Communication: Answer phones in a friendly and professional manner, determine clients' needs, and offer other banking products and services.
Requirements
  • Education: High School Diploma or equivalent preferred.
  • Experience: One year of cash handling and customer service experience.
  • Skills: Excellent communication and interpersonal skills, ability to work with minimal supervision, and good attention to detail.
  • Knowledge: Familiarity with banking products, policies, operations, and regulations, including checking and savings accounts, as obtained through previous new accounts and/or sales experience in a financial institution.
Working Conditions
  • Physical Demands: Repetitive use of hands, arms, and legs, frequent walking, and ability to sit and/or stand for extended periods of time.
  • Work Environment: Fast-paced banking environment with frequent customer interactions.


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