Client Service Representative I

Oregon Pacific Banking Company•Coos Bay, OR

24d

About The Position

Performs a variety of teller duties including paying out, receiving and keeping transaction records to existing and potential clients with efficient and accurate services.

Requirements

High school graduate or equivalent
6 months of teller, customer service or cash handling experience
Ability to communicate in person, by email, and phone in an effective and professional manner
Competency with extensive face-to-face contact with clients
Competency in providing exemplary client service in a professional manner
Ability to interpret bank policies and procedures to clients
Ability to tolerate stress and deal with clients under circumstances requiring tact and diplomacy
Ability to handle large amounts of cash and make change
Competency in basic mathematical skills such as calculating interest and percentages
Ability to operate on-line teller terminal
Ability to sit or stand for extended periods of time
Ability to lift bags of coin up to 30 lbs.

Responsibilities

Use software applications as required by specific job functions
Use procedures and forms relating to the activities of the assigned work unit
Perform various account transactions such as receiving deposits, verify cash and endorsements, ordering checks, processing wires, accepting loan payments, and selling cashier checks.
Accept checks for cashing or paying; verify endorsements; identify clients and customers; insure validity of transactions
Manage and balance cash within teller guidelines for position
Assist with debit cards including ordering cards and researching transactions in core system
Assisting clients in various ways including reconciling account, researching problems and resolving complaints or requests.
Prepare change orders for commercial clients
Willingness to learn about various kinds of accounts available to clients; cross-sell bank products and services where appropriate
Serve clients courteously and expeditiously to ensure their satisfaction
Teamwork: Support co-workers whenever help is needed to provide the highest level of client service and assist in completing department duties in a timely and efficient manner
Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
Follow all Bank compliance policies and procedures relating to this position
Other duties as assigned to meet client and operational needs