Client Service Officer III
About The Position
The Client Service Officer III (CSO III) is an onsite position and does not have remote opportunities. The Client Service Officer III (CSO III) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits and assisting clients with bookkeeping and account problems. The CSO III is also responsible for Teller functions, including balancing each day’s transactions and verifying cash totals. The CSO III answers clients’ questions regarding the Bank’s products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Bank’s products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO III will also back-up the Client Service Manager or the Regional Branch Administrator and cover the branch and personnel in their absence. The CSO III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned.
Requirements
- You are a self-starter with an entrepreneurial spirit who thrives in a team environment.
- Education/Certification: Some college or equivalent training.
- Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
- Experience Required: Minimum of 3 to 5 years' related experience in the financial services industry.
- Skills/Abilities: Good communication skills.
- Professional appearance, dress and attitude.
- Strong computer skills.
- Good math skills.
- Ability to use Microsoft Office software package.
- Location: Onsite, no remote
Nice To Haves
- Bachelors Degree in business or related field preferred.
Responsibilities
- assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services
- opening and closing accounts
- renewing certificates of deposits
- assisting clients with bookkeeping and account problems
- Teller functions, including balancing each day’s transactions and verifying cash totals
- answering clients’ questions regarding the Bank’s products and services
- performing a variety of account maintenance duties
- actively cross-selling the Bank’s products and services
- performing other functions such as signature verification and other clerical duties
- back-up the Client Service Manager or the Regional Branch Administrator and cover the branch and personnel in their absence
- performing all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines
- performing a variety of other daily tasks as assigned
Benefits
- medical
- dental
- vision
- 401K
- long and short term disability insurance
- flexible spending account
- a generous vacation and sick policy
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
251-500 employees
