Client Service Representative II

About the Position

The Client Service Representative II (CSR II) is an onsite position and does not have remote opportunities. The CSR II is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires.

Responsibilities

• Balancing each day's transactions and verifying cash totals
• Performing a broad variety of Consumer New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems
• Answering client questions regarding the Bank's products and services and performing a variety of account maintenance duties
• Actively cross-selling the Bank's products and services
• Accepting and processing various applications for online banking systems
• Performing specific assigned side-jobs including various clerical functions
• Assisting the Branch Manager and/or the Client Service Manager with other duties as assigned
• Assisting clients promptly, courteously, efficiently and professionally
• Performing all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines

Qualifications

• High school graduate or equivalent
• Knowledge of Teller, New Account and Operations procedures
• Basic understanding of banking products, services and operations
• Minimum of 2 years of Teller and new account experience in the financial services industry
• Good communication skills
• Professional appearance, dress and attitude
• Good math skills
• Ability to use Microsoft Office software package