Client Service Representative II
About The Position
The Client Service Representative II (CSR II) is an onsite position and does not have remote opportunities. The Client Service Representative II (CSR II) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. The CSR II is responsible for balancing each days transactions and verifying cash totals. They perform a broad variety of Consumer New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems. The CSR II answers client questions regarding the Banks products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Banks products and services, and accepts/processes various applications for online banking systems. The CSR II performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned. The CSR II assists clients promptly, courteously, efficiently and professionally. The CSR II performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.
Requirements
- High school graduate or equivalent.
- Knowledge of Teller, New Account and Operations procedures.
- Basic understanding of banking products, services and operations.
- Minimum of 2 years of Teller and new account experience in the financial services industry.
- Good communication skills.
- Professional appearance, dress and attitude.
- Good math skills.
- Ability to use Microsoft Office software package.
Responsibilities
- providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires
- balancing each days transactions and verifying cash totals
- performing a broad variety of Consumer New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems
- answering client questions regarding the Banks products and services and performs a variety of account maintenance duties
- actively cross-selling the Banks products and services, and accepts/processes various applications for online banking systems
- performing specific assigned side-jobs including various clerical functions
- assisting the Branch Manager and/or the Client Service Manager with other duties as assigned
- assisting clients promptly, courteously, efficiently and professionally
- performing all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines
Benefits
- Medical, Dental, Vision Insurance at a shared premium cost.
- 401k With Matching Contributions.
- Paid Time Off – accrued vacation and sick time, 1 float day, 11 paid holidays.
- Flexible Spending Accounts – Healthcare, Dependent Care, Transit & Parking Options.
- Employee Assistance Program, 100% employer cost.
- Employees are offered a free checking and savings account, plus free orders of personal size checks.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
251-500 employees
