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Client Service Representative

2 months ago

Addison, Texas, United States BankTalent HQ Full time

About BankTalent HQ

At BankTalent HQ, we believe that people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences.

Job Summary

We are seeking a highly skilled Client Service Representative to provide top-notch customer service to our clients and customers at our financial center. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you.

Key Responsibilities

  • Provide full-service banking by accurately processing all financial transactions in a timely manner within established authorized limits, while maintaining an acceptable balancing record.
  • Utilize knowledge of available bank products and services to expand and increase client relationships.
  • Identify and address clients' needs by providing a variety of services which may include issuing counter checks, conducting account maintenance, performing money transfers, and receiving loan payments.
  • Deliver an exceptional customer experience while uncovering bank products or service needs to make appropriate referral opportunities.
  • Explore, identify, and maximize cross-selling of bank products based on clients' needs.
  • Perform all duties in compliance with laws, regulations, and bank policies and procedures.
  • Resolve client concerns through direct personal action or referral to alternative branch or bank resources.
  • Adhere to the bank's security policies while maintaining confidentiality of bank records and client information.
  • Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and branch goals.
  • Perform other duties as assigned.

Requirements

  • High school diploma or equivalent.
  • 1+ years' experience in banking, cashiering, balancing, customer service, or other directly related experience.
  • Working knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking.
  • Must have solid balancing and customer service skills.
  • Cash handling, customer service, and/or sales experience preferred.
  • Meeting sales goals and/or sales referral goals experience preferred.
  • Ability to cross-sell bank products based on client's needs.
  • Strong attention to detail and time management.
  • Proficient in basic computer skills.

Benefits

At BankTalent HQ, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.

  • Medical, Dental and Vision Insurance - START DAY ONE.
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
  • Mental health benefits including coaching and therapy sessions.
  • Tuition Reimbursement for qualifying employees.
  • Employee Ambassador preferred banking products.

About Us

BankTalent HQ, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices.