What are the responsibilities and job description for the Client Services Associate position at CBI Bank & Trust?
Description
GENERAL DESCRIPTION:
ELIGIBILITY FACTORS:
In addition to competitive pay, we offer Paid Time Off, 401(k), an Employee Assistance Program, and on the job training opportunities. Full-time and part-time associates are offered a comprehensive benefit package including medical, dental, vision and more!
We are an equal employment opportunity employer. The Company's policy is not to discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, veteran or uniformed service-member status, genetic information, or any other basis protected by applicable federal, state, or local laws.
GENERAL DESCRIPTION:
- Reviewing reports for accuracy; processing and balancing various transactions
- Verification and check-back of work performed by others; completing maintenance, research, disputes, payment decisions, returns, etc.
- Assists with the majority of incoming customer calls – providing customers with exceptional customer service, as well as answers and solutions to their questions and financial needs.
- Resource for internal customers – providing support and answers to employees as they assist their external customers.
- Performs corrections as needed for end of year tax records.
- Provides support for the Banks debit card program.
- Reviews end of the year deposit tax notices prior to mailing and assists customers with questions on their deposit tax notices.
- Communicates with the department managers and appropriate staff personnel to bring awareness to any concerns, trends, customer issues, etc. that need to be discussed, researched and explored.
ELIGIBILITY FACTORS:
- Must have exceptional oral, written, and interpersonal communication skills
- Ability to apply common sense to carry out instructions, understand procedures, write correspondence, and speak clearly to customers and employees.
- Possess a working knowledge of Microsoft Word and Excel.
- In addition must be self- motivated, a good problem solver and detail oriented.
- Associate’s degree (AA) or equivalent from a two-year college or technical school; or two or more years of related experience and/or training; or the equivalent combination of education and experience preferred.
In addition to competitive pay, we offer Paid Time Off, 401(k), an Employee Assistance Program, and on the job training opportunities. Full-time and part-time associates are offered a comprehensive benefit package including medical, dental, vision and more!
We are an equal employment opportunity employer. The Company's policy is not to discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, veteran or uniformed service-member status, genetic information, or any other basis protected by applicable federal, state, or local laws.
