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Client Service Specialist
Client Service SpecialistKendall Bank • Spring Hill, Tennessee, USA
Client Service Specialist

Client Service Specialist

Kendall Bank • Spring Hill, Tennessee, USA
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Are you a friendly persuasive person Do you love to move fast and juggle several projects Are you known for producing excellent polished work Do you enjoy ensuring that every client has a completely positive experience If so we may have the perfect role for you to achieve your professional goals alongside other proven winners.

The Client Service Specialist is the primary bank / brand ambassador who is often the first contact in the bank or over the phone. Performs retail branch duties process transactions efficiently professionally and accurately; identifies customer needs; promotes bank products and services; maintain and accurately balances teller cash drawer or recycler; open and close all depository accounts; assist with night depository vault and ATM duties. Adhere to all bank established policies procedures and overall banking / compliance regulations. Demonstrate a positive working environment with a can-do and collaborative focus which fosters our Mission Vision and growth plans.

ESSENTIAL OBJECTIVES / FUNCTIONS & RESPONSIBILITIES / DUTIES

  • Answer main bank number or greet clients prospects or vendors in person. Refer to other bank personnel as needed to provide extraordinary service.
  • Proficiently performs basic transactions and tasks including but not limited to :

Accept and process deposits withdrawals transfers check cashing loan payments and advances. Ensure proper Customer Identification (CIP) and Bank Secrecy (BSA) procedures are followed.

  • Maintain proper cash levels and keep cash secure at all times. Accurately balance drawer vault and Report variations in accordance with bank policy.
  • Process daily teller capture verifying accuracy of scanned documents including endorsements.
  • Collects information for outgoing wire transfers up to specified
  • Handle coin which requires bending and
  • Open and close all depository accounts including personal and business accounts.
  • Perform maintenance on accounts to include password resets and debit card limits among others.
  • Obtain appropriate documentation and follow-up with clients after account opening; keep client officer apprised of any issues.
  • Maintain up-to-date knowledge and understanding of all banking products processes and relevant legal regulatory and technology requirements.
  • Troubleshoot online and mobile banking issues. Service client accounts and requests accurately in accordance with bank policy and
  • Represent the Bank in a highly professional manner.
  • Maintain confidentiality; adhere to Kendall Bank policies and procedures; comply with State and Federal laws and regulations and industry best practices.
  • Reliable and predictable attendance.
  • Other duties as assigned.
  • QUALIFICATIONS

    To perform this job successfully an individual must be able to perform each essential responsibility / duty satisfactorily. The requirements listed below are representative of the knowledge skills and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions .

    EDUCATION AND / OR EXPERIENCE

  • Demonstrated success in a similar role within a professional services environment preferably in a commercial bank.
  • Previous cash handling experience a plus.
  • Proven organizational skills and demonstrated success in a multi-task environment.
  • High School diploma or equivalent.
  • LICENSE(S) OR CERTIFICATES

  • Valid drivers license.
  • KNOWLEDGE SKILLS AND ABILITIES

  • Attention to detail and follow through for task completion.
  • Demonstrate well developed verbal communication skills.
  • Strong interpersonal skills are necessary to work with internal and external team members.
  • PHYSICAL DEMANDS (i.e. travel sit-ability lifting operating office equipment etc.)

  • Light sedentary office work; some bending lifting with coin.
  • Ability to travel between office locations as needed.
  • Occasional travel outside the market area for training and seminars may be required.
  • TECHNOLOGY AND EQUIPMENT

  • Personal computer including internet.
  • MS Office; Internet; Remote Deposit.
  • Telephone (voicemail)
  • SUPERVISORY RESPONSIBILITIES

  • None
  • Required Experience :

    IC

    Key Skills

    Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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