Job Description
We are searching for a
Client Services Associate to
process all new commercial account transactions, assist customers in their selection of various accounts and financial services, open, maintain, and close all account types, and maintain solid customer service for the bank. This position is temporary-to-permanent.
Your Responsibilities Include:
- Greet and interview consumer and business customers to determine financial needs and suggest/explain appropriate accounts, products, and financial services available.
- Respond to and research customer inquiries, investigate and correct errors, and resolve problems or other issues.
- Open new accounts, establish proper identification of new customers, assign account numbers, complete forms, and accept initial deposits.
- Prepare all documents and items pertaining to checking accounts, savings accounts, and certificates of deposits for processing.
- Process wire transfers, ACH transactions, debit card orders, address changes, and check and deposit slip orders.
- Process debit card applications, card ordering, and file maintenance.
- Receive and process stop payment and hold orders.
- Crosstrain less experienced branch personnel as needed.
- Perform clerical duties such as photocopying, faxing, filing, and processing incoming/outgoing mail as needed.
Your Requirements Include:
- High school diploma/ GED Equivalent; or 2 years of related experience (cash handling, new accounts and/or customer service background)
- Experience/knowledge in state and federal banking compliance regulations, as well as branch operation activities, terminology, and products and services.
- Proficiency in MS Excel and Word
- Basic math skills