Client Solutions Administrator I

Job Description

Job Description

Description :

General Responsibilities / Job Summary :

This employee would create a differentiating experience for all visitors to the solution centers. Responsible for achieving solution center goals through efficient and accurate transaction processing, while providing needs-based client solutions.

Essential Functions / Duties :

• Embrace the LINK corporate values of LIVE, INTEGRITY, NURTURE, KNOWLEDGE and infuse those values throughout the company.
• This position requires the employee to possess a positive attitude and willingness to learn, while providing superior client services to all members of LINKBANK.
• Ensures a differentiating client experience through handling client transaction needs via in person, drive-thru, or telephone.

This includes but is not limited to accepting deposit and withdrawals, cashing checks, processing mortgage & loan payments, loan advance requests, verifying cash & check endorsements, processing change orders, opening new accounts, online banking resolution, debit card resolution, safety deposit box access, and issuing Official Checks.

• Process and log mail, night depository and ATM deposits (if applicable).
• Maintaining Solution Center records and information in accordance with Retail Operations Guidelines to ensure operational soundness and compliance for audit purposes.
• Accurately and efficiently completes Currency Transaction Reports and Reg CC Forms.
• Responsible for daily balancing of cash drawers and vault; and filing and maintaining audit records of this process.
• Ordering, sending, and balancing cash and coins for shipment to / from the Federal Reserve.
• Ordering supplies and maintaining stock of items utilized in the Solution Centers.
• Assist with training new employees and / or interns.
• Supports team sales process by reviewing client profiles, offering additional solutions, and referring clients to the appropriate team member.
• Adheres to internal controls, operational procedures, and risk management policies, while remaining informed of all changes to policies and procedures.
• Other duties as assigned.

Requirements :

Minimum Qualifications :

Education / Training : High School Diploma or equivalent.

Knowledge / Skills / Abilities :

• Ability to juggle multiple priorities with clear direction from supervisor.
• Attention to detail, problem solving and the ability to be proactive.
• Basic knowledge of bank products and services.
• Strong ability to comply with policies and procedures.
• Strong computer knowledge and Microsoft Windows skills required.
• Satisfactorily completes required annual regulatory training.
• Strong client service skills with the ability to listen with professionalism, patience and empathy.
• Strong interpersonal, communication, leadership and organizational skills.

Experience : Prior teller experience preferred or at least 1 year cash handling and client service experience.

Required Certification / Licenses :

Travel Requirements : Ability to travel to all locations in the bank’s footprint as needed.

Physical and Mental Job Requirements :

• Must be able to verbally communicate instructions and information clearly, concisely, and accurately to our clients and other employees.
• Must be able to read and comprehend, sometimes complex schedules, and details to process correspondence accurately, while providing exceptional client service.
• Manual dexterity for the functional operation of office equipment, computer terminal, and other office equipment.
• Must have physical stamina for extended periods of standing and / or walking.
• Must have visual acuity required to work at a computer terminal.
• Mobility enough to coordinate activities in the department and lifting no more than 20 pounds may be required.

Working Conditions :

Indicate how often the following physical demands are required to perform the Essential Functions listed above.