Client Service Representative - In Training
About The Position
The Client Service Representative - In Training (CSRIT) is an onsite position and does not have remote opportunities. The Client Service Representative - In Training (CSRIT) Program is designed to provide valuable training and work experience to individuals wishing to begin a career in the banking industry. The program will teach the participants how to complete a variety of teller functions including paying and receiving functions, as well as a variety of other operational duties and functions. Based upon the successful completion of each phase of this program, the participants rate of pay will increase based on the chart below: $20.00 per hour to start $21.00 per hour after completion of Phase One, typically 30 days $22.00 per hour after completion of Phase Two, typically 60 days The Client Service Representative - In Training (CSRIT) 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, cashier’s checks, stop payments, and wires. The CSRIT is responsible for balancing each day’s transactions and verifying cash totals. They assist clients with bookkeeping and checking account problems, as well as answers client questions regarding the Bank’s products and services. They are responsible for actively cross-selling the Bank’s products and services. The incumbent performs specific assigned side-jobs including various clerical functions and assists the Assistant Client Service Manager and the Regional Branch Administrator with other duties as assigned. The CSRIT assists clients promptly, courteously, efficiently and professionally. The CSRIT performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.
Requirements
- You are a self-starter with an entrepreneurial spirit who thrives in a team environment.
- Education/Certification: High school graduate or equivalent.
- Required Knowledge: Knowledge of Teller and Cash Handling Operations procedures. Basic understanding of banking products, services and operations.
- Experience Required: Minimum of 1-year cash handling or teller experience in the financial services industry.
- Skills/Abilities: Good communication skills.
- Skills/Abilities: Professional appearance, dress and attitude.
- Skills/Abilities: Good math skills.
- Skills/Abilities: 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, cashier’s checks, stop payments, and wires
- balancing each day’s transactions and verifying cash totals
- assisting clients with bookkeeping and checking account problems
- answering client questions regarding the Bank’s products and services
- actively cross-selling the Bank’s products and services
- performing specific assigned side-jobs including various clerical functions
- assisting the Assistant Client Service Manager and the Regional Branch Administrator 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
- We offer competitive financial compensation, including various compensation plans and a solid benefits package for regular full-time salaried and hourly positions.
- 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
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
