Client Service Representative II/Floater
About the Role
The Client Service Representative II/Floater is an onsite position 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. This role balances each day's transactions and verifies cash totals. The position performs 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. The role answers client questions regarding the Bank's products and services and performs a variety of account maintenance duties. This position actively cross-sells the Bank's products and services, and accepts/processes various applications for online banking systems. The CSR II/Floater will travel to other offices in the region to provide coverage as needed due to vacations, illnesses and other leaves of absence. The role performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned.
Responsibilities
- Assist clients promptly, courteously, efficiently and professionally
- Perform all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines
Qualifications
You are a self-starter with an entrepreneurial spirit who thrives in a team environment.
Education/Certification
- High school graduate or equivalent
Required Knowledge
- Knowledge of Teller, New Account and Operations procedures
- Basic understanding of banking products, services and operations
Experience Required
- Minimum of 2 years of Teller and new account experience in the financial services industry
Skills/Abilities
- Good communication skills
- Professional appearance, dress and attitude
- Good math skills
- Ability to use Microsoft Office software package
Pay
Hiring Salary Range: $20.00 to $21.00.
Benefits
- Medical, Dental, Vision Insurance at a shared premium cost
- 401k With Matching Contributions
- Paid Time Off – accrued vacation and sick time, 1 float day, 11 paid holidays
- Flexible Spending Accounts – Healthcare, Dependent Care, Transit & Parking Options
- Employee Assistance Program, 100% employer cost
- Free checking and savings account, plus free orders of personal size checks
Schedule
Onsite, no remote