Client Service Representative
7 days ago
1st Source Bank is a leading financial institution dedicated to providing exceptional customer service and innovative banking solutions. Our team is passionate about building strong relationships with our clients and delivering personalized service that exceeds their expectations.
Job SummaryWe are seeking a highly motivated and customer-focused Client Service Representative to join our team. As a Client Service Representative, you will be responsible for providing individualized client service, handling daily transactions, addressing inquiries, and resolving problems in accordance with our company's policies and procedures.
Essential Responsibilities- Process financial transactions for clients accurately and efficiently
- Identify client needs and promote products and services to meet those needs
- Build client loyalty and establish strong relationships with clients
- Deliver exceptional customer service to each and every client
- Follow established company policies, procedures, and guidelines
- Participate in retail sales programs to meet personal and company goals
- Actively participate in team meetings and community projects
- Balance cash drawer and assist with operational duties
- Complete all compliance training related to the position
- Perform all other duties as assigned by management
- One or more years of customer or retail service experience preferred
- Cash handling experience preferred
- Ability to respond and assist clients with inquiries and/or problem resolution
- Customer service and sales-oriented
- Careful attention to detail and time management
- Good listening and verbal and communication skills
- Good PC skills - ability to work in Windows-based system essential
- Ability to cross-sell bank products and services
- Ability to work evenings and weekends based on business needs
- Ability to communicate in another language is a plus
- Good organizational skills
- Ability to work in a team atmosphere
- Ability to protect the confidentiality/privacy of others and company documents and records
- Ability to handle multiple tasks in a fast-paced environment
- High School Diploma/GED required
- Ability to travel to all locations as needed for meetings, projects, training, and seminars
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
- While performing the duties of this job, the employee is required to sit, stand, and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.
- The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to pounds.
- MS Office PC, fax, phone, and standard office equipment
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