Client Service Representative I

Oregon Pacific Bank•Florence, OR

3d•Onsite

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. This role involves extensive face-to-face contact with clients, providing exemplary client service, and assisting clients with various account transactions, inquiries, and problem resolution. The position also requires adherence to bank policies, procedures, and regulations, as well as teamwork and a commitment to continuous learning and problem-solving.

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.

Nice To Haves

Willingness to learn about various kinds of accounts available to clients

Responsibilities

Perform various account transactions such as receiving deposits, verifying 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 accounts, researching problems and resolving complaints or requests.
Prepare change orders for commercial clients.
Cross-sell bank products and services where appropriate.
Serve clients courteously and expeditiously to ensure their satisfaction.
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.
Adhere to all Bank, Federal and State policies, procedures, and banking regulations relating to this position.
Other duties as assigned to meet client and operational needs.