Client Service Representative I

Oregon Pacific Bank • Coos Bay, OR

2d

About The Position

The Client Service Representative I performs teller duties and provides efficient, accurate service to existing and potential clients. The role handles account transactions, cash, checks, debit card requests, and client questions while maintaining transaction records and following bank policies and regulatory requirements. The position reports to the Branch Manager and involves extensive contact with clients and the public.

Requirements

• High school graduate or equivalent.
• Six months of teller, customer service, or cash-handling experience.
• Ability to communicate effectively and professionally in person, by email, and by phone.
• Ability to handle extensive face-to-face client contact and provide exemplary client service professionally.
• Ability to interpret bank policies and procedures for clients.
• Ability to tolerate stress and deal tactfully and diplomatically with clients in challenging circumstances.
• Ability to handle large amounts of cash and make change.
• Basic mathematical skills, including calculating interest and percentages.
• Ability to operate an online teller terminal.
• Ability to sit or stand for extended periods.
• Ability to lift bags of coin weighing up to 30 pounds.
• Willingness to learn about various account types and bank products and services.

Responsibilities

• Use software applications, procedures, and forms required for the assigned work unit.
• Perform account transactions, including receiving deposits, verifying cash and endorsements, ordering checks, processing wires, accepting loan payments, and selling cashier’s checks.
• Accept checks for cashing or payment; verify endorsements, identify clients and customers, and ensure transaction validity.
• Manage and balance cash within teller guidelines.
• Assist with debit cards, including ordering cards and researching transactions in the core system.
• Assist clients with account reconciliation, researching problems, and resolving complaints or requests.
• Prepare change orders for commercial clients.
• Learn about available account types and cross-sell bank products and services where appropriate.
• Serve clients courteously and efficiently to support their satisfaction.
• Support coworkers and help complete department duties in a timely and efficient manner.
• Follow bank compliance rules and applicable Bank, Federal, and State policies, procedures, and banking regulations.
• Perform other duties as assigned to meet client and operational needs.
• Maintain professional relationships with clients and the public that support the bank’s overall marketing effort.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED