Bank Client Services Specialist

First Command Financial Services, Inc.•Fort Worth, TX

3h•Hybrid

About The Position

The Bank Client Services Specialist is responsible for providing a consistent world-class experience with every interaction. The primary responsibilities include processing teller transactions from walk-in clients and bank by mail in addition to processing requests received from clients, advisors, and other employees via e-mail and secure message. This position is responsible for maintaining and balancing an assigned cash drawer and assists with the balancing of the bank’s ATM and central vault. Additionally, this position is expected to handle confidential and sensitive information while working under strict deadlines with interruptions and doing so with minimal errors.

Requirements

High School Diploma or equivalent required
Two or more years of customer service experience required
Two or more years of cash handling experience required
Detail oriented while operating in a quick and changing environment
Strong verbal and written communication and organizational skills
Familiar with and able to effectively use Microsoft Office and able to learn other software used by First Command
Ability to maintain confidential information and records
Excellent customer service skills; including handling challenging situations with clients and advisors in a professional manner

Nice To Haves

College Degree or progress towards degree preferred
Two or more years of banking or financial services experience preferred
Experience with Jack Henry Silverlake and complementary systems strongly preferred

Responsibilities

Lobby Transactions & Service
Process over the counter (OTC) cash and check deposits, loan payments, Cashier’s Check requests, and various other client transactions
Provide access to the Safe Deposit Box upon client request
Process ATM deposits
Cash Handling
Accurately record all cash transactions including deposited cash from clients, transfers between tellers, and buy/sell transactions with vault.
Assist with requesting and processing cash from Federal Reserve Bank
Balance cash drawer, ATM, and bank vault
Bank by Mail Transactions
Process incoming bank by mail transactions including examining checks for proper endorsement and completing research as necessary
Contact clients by phone, secure message, and email to ensure requests are accurately processed
Client & Departmental Support
Process incoming Cashier’s Check and gift card requests received via email and secure message
Process instant issue debit card requests, balance unissued inventory, and maintain log of issued cards
Process outgoing mail requests for document copies and other correspondence sent from bank to clients
Sort and distribute incoming mail to departments across the bank
Review suspended remote deposit transactions
Other Duties
Complete annual compliance and other required training
Collaborate with other departments to identify process improvements
Assist with testing bank system
Other duties as assigned