Client Services Representative
4 settimane fa
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Client Services Representativeis responsible for proactively looking for opportunities to deepen and enhance existing relationships and establishing new client relationships; assisting with all service related issues; processing all new account transactions; assisting clients in their selection of various accounts and financial services; cross-selling the Bank’s products and services; opening, maintaining and closing all account types; promoting business for the Bank by providing exceptional quality customer service; and performing branch clerical duties as needed.
The incumbent will:
Interview clients to obtain information and establish proper identification of new clients while determining needs Assist clients in their selection of various accounts, products and financial services available from the Bank Ensure cross-selling opportunities are presented by applying professional sales techniquesMake decisions in regard to the opening of new accounts; assigning account numbers; completing forms requiring client signature(s); checking credit history; accepting initial deposits; preparing all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processingPrint temporary checks for use until ordered checks arrive, ensuring all client information is correctRepresent the Bank in various community, civic and community reinvestment functions to further enhance the Bank’s image and develop additional businessProvide exceptional customer service by answering client questions; investigating and correcting errors; and resolving problems or other issuesIssue official checks Perform safe deposit duties by opening accounts, controlling access, assisting clients and processing affiliated reports (in certain locations)Receive and process stop payment and hold ordersPresent funds received from client to teller for initial deposits; determine funds availability and obtain receipt for clientProcess credit reports, wire transfers, credit card orders, address changes, check and deposit slip orders and endorsement stamp ordersAnswer telephones and direct calls to proper Bank personnelProcess debit card applications, card ordering and file maintenanceCross-train less experienced branch personnelPrepare routine letters, reports and formsAssist with Teller duties as neededOperate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authorityResponsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policiesNote: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned
MINIMUM QUALIFICATIONS
High school diploma or equivalentSix (6) months of customer service related Teller experience Knowledge of basic accounting Knowledge of and training on federal and state consumer compliance lawsAbility to analyze and interpret various financial dataGood organizational skillsGood written and verbal communicationExperience using Microsoft Outlook, Word and Excel Good data entry/keyboarding and math skillsExcellent customer service skillsPHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
Sustained standing and sittingFrequently typing using a keyboard and/or calculatorOccasional lifting of basic office files or equipment up to 20 lbsNormal office environment with comfortable internal temperatures and low level noise-
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