Client Service Representative I / Branch: Aksarben

Security National Bank•Omaha, NE

9d•Onsite

About The Position

The Client Service Representative I provides prompt and efficient transaction services to clients while delivering professional, accurate customer service and adhering to Bank policies and procedures. The role assists customers in person and by telephone, responds to general transaction inquiries, evaluates concerns, and refers more complex transactions to a banker. It processes a range of banking transactions, maintains and balances a cash drawer, follows security procedures, and watches for warnings, fraud, and suspicious activity. The position also supports branch operations, follows opening and closing procedures, and maintains knowledge of frequently asked questions about Bank products and services. The required schedule is Monday through Friday, 8:30 a.m. to 5:30 p.m., and every other Saturday morning. The role operates in a professional office environment and routinely uses standard office equipment. It may occasionally involve brief outdoor work in varying weather conditions to balance the ATM, adjust the flag, or tidy the branch exterior.

Requirements

High school diploma or equivalent.
At least 6 months of customer service experience.
Professional verbal communication skills with external customers.
Professional verbal and written communication skills with internal customers.
Computer skills, including Microsoft Outlook, Word, and Excel.
Basic math skills and strong attention to detail for financial transactions.
Ability to balance debits and credits.
Ability to provide personalized customer interactions confidently.
Ability to handle high-stress situations calmly while maintaining positive energy.
Ability to maintain customer confidence, act with integrity, and protect confidential information.
Ability to work positively and respectfully with coworkers and management in a team environment.
Ability to maintain predictable, reliable attendance and meet scheduling requirements.
Ability to complete required training by assigned due dates.
Ability to stand regularly; use hands to type and handle cash and office objects; reach; talk and hear; walk frequently; and occasionally stoop or kneel.
Ability to occasionally lift coin bags weighing up to 52 pounds with assistance.
Ability to meet the stated vision requirements, including close, distance, color, peripheral vision, and depth perception.

Nice To Haves

At least 6 months of cash handling or cashier experience.

Responsibilities

Provide professional customer service in accordance with the Personal Interaction Expectations.
Assist customers with inquiries in person and over the telephone.
Accurately answer general customer questions regarding transactions.
Transition customers to a banker for more complex transactions.
Evaluate customer concerns and identify appropriate actions.
Accurately process transactions involving demand deposit accounts, savings accounts, check cashing, cashier’s checks, credit card payments, and loan payments.
Use Bank software resources and tools to navigate client account portfolios.
Apply knowledge of debits and credits to transaction balancing.
Maintain cash drawer limits and follow drawer security procedures.
Balance the cash drawer according to procedures and maintain the assigned balancing ratio.
Immediately communicate cash differences to a supervisor and research discrepancies according to balancing guidelines.
Follow branch security procedures and regulations.
Review customer accounts for pop-up warnings and ask appropriate questions to identify potential fraud or suspicious activity.
Follow processes and procedures intended to prevent customer and Bank losses.
Support branch and team goals and share responsibility for daily tasks.
Follow branch opening and closing procedures.
Understand Bank products and services relevant to frequently asked questions.