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Client Services Representative
2 months ago
Position Overview:
The role of the Personal Banker I is crucial for the seamless functioning of the retail banking environment. The selected candidate will be tasked with ensuring that clients receive prompt and precise service while supporting the branch team in executing essential banking operations. This includes, but is not limited to, cash management, account establishment, client transactions, risk assessment, and product knowledge dissemination.
Key Responsibilities:
- Deliver exceptional client service in alignment with the organization's quality standards.
- Assist in the oversight of operational reports and training initiatives.
- Engage in cash handling and maintain accurate financial records.
- Facilitate account openings and process client transactions efficiently.
- Contribute to risk mitigation strategies within the branch.
- Availability required Monday through Saturday, aligned with the bank's operational hours.
- Daily hours may vary and are subject to shift adjustments.
- High school diploma or equivalent is required.
- Preferred experience includes at least one year in retail banking.
- Proficient in cash handling and personal computer operations.
- Familiarity with banking products and services is advantageous, with the ability to promote and cross-sell offerings.
- Strong problem-solving and decision-making skills are essential.
- Excellent verbal and written communication abilities, coupled with good organizational skills.
