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Client Services Associate I

Client Services Associate I

CBI Bank & TrustMoline, IL, US
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Job Description

Job Description

Description :

GENERAL DESCRIPTION :

  • Reviewing reports for accuracy; processing and balancing various transactions
  • Verification and check-back of work performed by others; completing maintenance, research, disputes, payment decisions, returns, etc.
  • Assists with the majority of incoming customer calls – providing customers with exceptional customer service, as well as answers and solutions to their questions and financial needs.
  • Resource for internal customers – providing support and answers to employees as they assist their external customers.
  • Performs corrections as needed for end of year tax records.
  • Provides support for the Banks debit card program.
  • Reviews end of the year deposit tax notices prior to mailing and assists customers with questions on their deposit tax notices.
  • Communicates with the department managers and appropriate staff personnel to bring awareness to any concerns, trends, customer issues, etc. that need to be discussed, researched and explored.

Requirements :

ELIGIBILITY FACTORS :

  • Must have exceptional oral, written, and interpersonal communication skills
  • Ability to apply common sense to carry out instructions, understand procedures, write correspondence, and speak clearly to customers and employees.
  • Possess a working knowledge of Microsoft Word and Excel.
  • In addition must be self- motivated, a good problem solver and detail oriented.

    • EDUCATION :

  • Associate’s degree (AA) or equivalent from a two-year college or technical school; or two or more years of related experience and / or training; or the equivalent combination of education and experience preferred.
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    Client Service Associate • Moline, IL, US

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