Client Relations Specialist

1 week ago


Valley Park, Missouri, United States Midstates Bank Full time

Position Overview:

In this role, you will operate under general guidance and adhere to established protocols to deliver a comprehensive range of customer service solutions and promote banking products. The Customer Service Representative will execute responsibilities in alignment with Midstates Bank's Core Values for Customer Service while maintaining the Quality Service Standards.


Key Responsibilities:

1. Facilitate account services for clients by processing deposits, cashing checks, issuing withdrawals, managing night and mail deposits, and selling financial instruments such as cashier's checks and money orders.

2. Address customer inquiries and resolve issues effectively, ensuring a high level of satisfaction.

3. Document transactions accurately by logging cashier's checks and other specialized services, while gathering necessary information for compliance reports.

4. Promote bank offerings by responding to inquiries, informing clients about new services and promotions, assessing their needs, and directing them to appropriate branch representatives.

5. Manage account openings and closures for both individual and business clients, including various product types, while providing ongoing support.

6. Complete special requests such as account closures, check orders, and safe-deposit box procedures.

7. Ensure accurate cash drawer reconciliation by verifying cash transactions, counting currency, and maintaining adequate cash supplies.

8. Adhere to operational and security protocols by participating in dual-control functions and assisting in the certification of proof.

9. Safeguard customer confidentiality and uphold bank operations by maintaining discretion.

10. Collaborate with team members to achieve related objectives and contribute to a positive work environment.

11. Engage in community activities to foster growth and enhance the bank's reputation.

12. Perform additional tasks as assigned.


Required Skills and Qualifications: Excellent Customer Service, Attention to Detail, Basic Math Skills, Strong Verbal Communication, Integrity, Ability to Sell Based on Customer Needs, Interpersonal Skills, Proficiency in Microsoft Windows and Office, Familiarity with Jack Henry SilverLake software.

Education: High School Diploma or equivalent.

Experience: Prior experience in cash handling and customer-facing roles is preferred.



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