Client Service Rep I

Andover BankAndover, OH
43dOnsite

About The Position

The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the banking center and customer service. Duties and responsibilities include the following:

Requirements

  • High school diploma or general education degree (GED) required.
  • Six months related sales or banking experience preferred.
  • Ability to read and comprehend simple instructions, short correspondence and memos.
  • Ability to write simple correspondence.
  • Ability to effectively present information in one-on-one and small group situations to customers and other employees of the organization.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
  • Ability to deal with problems involving a few concrete variables in standardized situations.
  • Computer Skills: Ability to perform basic computer skills and operate computer programs.
  • Proficient in Microsoft Word and Excel.
  • Customer service skills
  • Ability to perform each essential duty satisfactorily.
  • The employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
  • The employee is occasionally required to stand; walk; or climb; and stoop, kneel or crouch.
  • The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Responsibilities

  • Regular onsite attendance
  • Flexible to work at other locations as needed
  • Ability to work well with others in a team environment
  • Provides accurate, efficient and exceptional customer service to internal and external customers
  • Maintains knowledge of bank regulations, security and compliance responsibilities, products, policies, procedures and meets deadlines
  • Satisfactorily completes all training required for the position
  • Profitability - The Client Service Representative I assists in the branch initiatives impacting the banking center’s profitability.
  • Teller Window- Accountable for accuracy with cash, checks and customer transactions. Maintains a neat and orderly work area.
  • Operations- Follows confidentiality guidelines and understands basic bank procedures.
  • Sales- Accountable for own referrals.
  • Products- Has a basic understanding of Andover Bank products and services.
  • Goals- Achieves referral goals following Introductory period and helps with branch goals.
  • Knowledge- Passes assigned tests and courses.
  • Customer Service Fully understands Andover Bank’s service standards and must meet or exceed them.
  • Vault back-up
  • Basic customer account maintenance
  • Assist with ATM
  • Order checks
  • Branch end of day procedures
  • Satisfactory balancing records
  • Meets or exceeds service standards
  • Minimal to no errors on customer transactions
  • Efficient customer transactions
  • Contributes to the overall team goals.
  • Other duties as assigned
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