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Client Relations Specialist

2 months ago

Tiffin, Ohio, United States Sutton Bank Full time
Job Overview

Position Summary:

This role serves as the primary contact for customer interactions within the organization. The individual will collaborate with a dedicated team to handle a range of transactions, including but not limited to: deposits, withdrawals, and payments. The position requires accountability for assigned cash, adherence to balancing standards, and the preservation of the teller line's integrity.

Qualifications:

Education: A high school diploma or equivalent (GED) is required. Additional education or training beyond high school is preferred, or a suitable combination of education and experience.

Licenses/Certifications: None required.

Experience: A minimum of one year of relevant experience and/or training is necessary. Proficiency in general computer operations is expected. Previous experience in cash handling and sales is advantageous.


Key Responsibilities:

A: Role-Specific Duties:

  • Welcome customers, ascertain their needs, fulfill requests, and provide answers to inquiries.
  • Investigate issues and rectify discrepancies.
  • Process cash item deposits, savings deposits, withdrawals, and cash checks.
  • Handle loan, credit card, and utility payments.
  • Redeem savings bonds.
  • Reconcile night deposits and transactions received by mail.
  • Supervise the vault and ATM when designated.
  • Adhere to all cash handling protocols to ensure accurate balancing and secure management of funds.
  • Complete and manage holds/CTR's as mandated.
  • Maintain safety and security protocols at all times, including proper dual control measures when necessary. Complete logs and assist with audits while safeguarding personal keys and assigned codes.
  • Manage assigned cash levels and balance the drawer, investigating any discrepancies.
  • Promote gift cards and other banking services, identifying cross-sell opportunities and referring to a Personal Banker for follow-up.
  • Utilize back office capture to transmit transactions to corporate and resolve any balancing issues.
  • Exhibit flexibility in scheduling to accommodate various hours and locations as required.

Knowledge, Skills, and Abilities:

  • Effective and clear communication skills, both verbal and written.
  • Exceptional interpersonal abilities.
  • Strong understanding of the relevant business area.
  • Self-motivated and proactive.
  • Capability to manage multiple responsibilities simultaneously.
  • Proficiency in basic arithmetic operations, including addition, subtraction, multiplication, and division, as well as the ability to compute rates, ratios, and percentages, and interpret graphical data.

Sutton Bank is committed to equal employment opportunities. All qualified candidates will be considered for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, or protected veteran status.

Job Posted by ApplicantPro