What are the responsibilities and job description for the Client Services Representative position at First National Bank & Trust Company?
Job Title: Client Service Representative
Department: Operations
Date: 03.24.2023
Reports To: Client Service Supervisor or Branch Manager
FLSA Status: Non-Exempt
JOB SUMMARY: Assist clients on a daily basis. Services include opening new accounts, account changes, promotion and cross-selling of bank products and services.
ESSENTIAL JOB FUNCTIONS include but are not limited to:
- Interviews customers to obtain information and explain available financial products including Checking (DDA) and Savings (SAV) accounts, Safe Deposit Boxes, Time Deposits (CDs), Retirement accounts (IRAs).
- Implement and provide support for available services including Online Banking, Debit Card, Merchant Visa/MasterCard services and Visa Gift card.
- Process Stop Payments, Error Resolutions under Regulation E, customer address changes.
- Compile outgoing wire transfer instructions and process transactions to affected accounts.
- Reconcile Safe Deposit applications (Main Bank)
- Maintain Safe Deposit vault area and records, if applicable.
- Taking customer telephone calls
- Addressing customer’s inquiries and directing customer to appropriate Bank personnel.
- Knowledgeable in all applicable regulations
ADDITIONAL RESPONSIBILITIES:
- Perform other duties and projects as required by management.
MINIMUM QUALIFICATIONS FOR CONSIDERATION:
- High School Diploma
KNOWLEDGE, SKILLS, AND ABILITIES:
- Strong proficiency in PC skills
- Excellent verbal and written communication skills
- Ability to multi-task
- Good interpersonal skills; able to work well with a wide range of people
- Strong organizational and time management skills
- Good analytical skills
- Demonstrate resourcefulness and ability to take initiative in development and completion of projects
- Strong sense of customer service
PHYSICAL REQUIREMENTS:
This work is sedentary and requires the following physical activities:
- Sitting for long periods of time; occasional bending, squatting, kneeling, stooping; good finger dexterity and feeling; frequent repetitive motions; talking, hearing and visual acuity.
- Frequent lifting of up to 25 pounds of paper, equipment, and Safe Deposit boxes.
WORKING CONDITIONS:
- Normal office environment
NOTE: The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.
First National Bank & Trust is an Equal Opportunity Employer.
Job Type: Full-time
Pay: From $31,160.00 per year
Benefits:
- 401(k)
- 401(k) 4% Match
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
Salary : $31,160
