Client Service Representative
2 months ago
This position is responsible for providing exceptional customer service to our clients by processing a variety of account transactions quickly, accurately, and confidentially. The ideal candidate will have a strong understanding of banking products and services and be able to build relationships with customers to identify and offer appropriate solutions.
Key Responsibilities- Process cash handling functions, including deposits, withdrawals, cash advances, payments, transfers, and check cashing.
- Balance cash drawers and client service specialist transactions.
- Learn and apply knowledge of new and existing banking products and services.
- Discuss and assess customer financial needs to identify and offer relevant banking solutions.
- Ensure the security of cash and funds by following established procedures.
- Identify and report any suspicious activity.
- Perform daily tasks to maintain the integrity of the branch, including balancing ATMs, processing night deposits, and monitoring lobby rate sheets.
- Support referral goals by identifying and referring basic banking products to the appropriate business partner.
- Provide an exceptional customer experience.
- High School Diploma or equivalent.
- Previous customer service experience preferred.
- Bilingual skills a plus.
- Ability to work in a fast-paced, cash handling environment.
- Maintain a professional demeanor at all times.
- Strong organizational and time management skills.
- Ability to work effectively as part of a team.
- Ability to pass client service specialist training programs.
- Build relationships with customers and internal teammates.
- Ability to perform repetitive finger, hand, and arm movements.
- Ability to think critically and provide effective solutions.
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