Client Services Representative

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

• The Client Services Representative is 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 techniques
• Make 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 processing

• Print temporary checks for use until ordered checks arrive, ensuring all client information is correct
• Represent the Bank in various community, civic and community reinvestment functions to further enhance the Bank’s image and develop additional business
• Provide exceptional customer service by answering client questions; investigating and correcting errors; and resolving problems or other issues
• Issue 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 orders
• Present funds received from client to teller for initial deposits; determine funds availability and obtain receipt for client
• Process credit reports, wire transfers, credit card orders, address changes, check and deposit slip orders and endorsement stamp orders
• Answer telephones and direct calls to proper Bank personnel
• Process debit card applications, card ordering and file maintenance
• Cross-train less experienced branch personnel
• Prepare routine letters, reports and forms
• Assist with Teller duties as needed
• Operate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
• Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Note : 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 equivalent
• Six (6) months of customer service related Teller experience
• Knowledge of basic accounting
• Knowledge of and training on federal and state consumer compliance laws
• Ability to analyze and interpret various financial data
• Good organizational skills
• Good written and verbal communication
• Experience using Microsoft Outlook, Word and Excel
• Good data entry / keyboarding and math skills
• Excellent customer service skills

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of :

• Sustained standing and sitting
• Frequently typing using a keyboard and / or calculator
• Occasional lifting of basic office files or equipment up to 20 lbs
• Normal office environment with comfortable internal temperatures and low level noise

EOE / AA