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Financial Center Client Services Representative

Financial Center Client Services Representative

Liberty Savings Bank FSBVenice, FL, United States
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Description : Job Summary :

Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships.

Essential Functions :

  • Maintains and balances a cash drawer, performs ATM and assists with end of night balancing.
  • Receives, posts, pays out funds, balances and proofs customer accounts.
  • Opens new accounts for checking, savings, business accounts, IRA, etc.
  • Identifies customer needs and recommends specific products and / or services by use of CNA process.
  • Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing.
  • Maintains and balances cash drawer.
  • Accepts and posts credit card and loan payments and payoffs.
  • Performs account research and problem solving as needed.
  • Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.
  • Contributes to the achievement of financial center sales / service goals by meeting / exceeding individual goals.
  • Upholds customer satisfaction by supporting external and internal customers and answering questions / requests in a timely manner.
  • Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential.
  • Complies with the bank procedures and follows regulatory / operational / security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.

Secondary Functions :

  • Makes tele-consulting as necessary.
  • Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing.
  • Contributes to the team effort by performing other job-related duties as assigned.

    • Requirements : Standards :

  • Proficient in technical processing of all phases of the CSR I position (transactions, opening / closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRAs, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation.
  • Embraces the ASK program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms.
  • Demonstrates proficiency with ERB process through audit of the CNA folders.
  • Demonstrates excellent customer service / sales skills both in person and on telephone as evidenced by management observation.
  • Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations.
  • Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available.
  • Answers calls within 3 rings and returns phone calls or follows up on requests and / or questions within 24-hours.
  • Maintains regular attendance and punctuality as evidenced by attendance records.
  • Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation.

    • Physical Demands :

  • TalkingAbility to express or exchange ideas by means of the spoken word.
  • HearingAbility to receive detailed information through oral communication.
  • SeeingAbility to view a computer screen for an extended period of time and / or identify individuals visually.
  • StandingAbility to stand on feet for long periods of time.
  • WalkingAbility to use feet and legs to move from one place to another specifically in narrow / confined spaces.
  • Finger dexterityAbility to work with fingers for handling coins or other small objects and use a keyboard.
  • ReachingAbility to extend hand / arms in any direction to move / handle objects.
  • LiftingAbility to lift and / or move up to 25 pounds.

    • Knowledge, Skills and Abilities :

  • High school diploma or equivalent required.
  • Minimum 1 year customer service or cash handling experience / skills required.
  • Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required.
  • Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette / grammar is required.
  • Able to work a flexible schedule and skills in accuracy, cash handling, and math are required.
  • Basic computer skills and the ability to learn industry-related software are required.

    • PM19

    An Equal Employment Opportunity Employer / Minorities / Females / Veterans / Disabilities

    PIe2054fc90634-31181-38539926

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