Client Service Representative

OHNWARD BANCSHARES • Maquoketa, IA

5d • Onsite

About The Position

This position is responsible for providing product and/or services information; resolving any emerging problems that our client accounts might face with accuracy and efficiency. This position obtains and relays client feedback. This position plays a fundamental role in achieving our client satisfaction and revenue growth objectives.

Requirements

• High School diploma or GED equivalent required.
• 1-2 years’ experience preferred.
• Provides exceptional customer service by responding to requests for service and assistance and identifying and resolving problems in a timely manner.
• Good people skills.
• Demonstrates accuracy and thoroughness.
• Attention to details.
• General math skills, basic PC knowledge and familiarity with electronic equipment, provide solutions based on client needs, financial skills and documentation skills.
• Effective communication skills (speaking and listening), time management skills, and client satisfaction-oriented.

Responsibilities

• Opening and closing of client deposit, safe box, debit card accounts.
• Maintenance of account information and forms and any necessary reporting.
• Manage a large volume of calls, answer inquiries, walk-ins.
• Generates sales leads.
• Make referrals to other bank services.
• Cross-sells bank products by answering inquires; informing clients of new services and product promotions; ascertaining clients’ needs; directing clients to a branch representative.
• Build sustainable relationships and trust with client accounts through open and interactive communication.
• Assist clients with routine-related requests such as: fund transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges.
• Inquiries about ATM and debit card usage and limits.
• Inquiries about checking and savings accounts transactions, and available funds, check verification requests by third parties.
• Reconciles bank statements by comparing statements with general ledger.
• Performs all necessary account, bank and other reconciliations.
• Research, track and resolve accounting problems.
• Issue checks for accounts payable and prepare payments for signature.
• Record business transactions and key daily worksheets to the general ledger system.
• Prepare a range of general clerical, accounting and bookkeeping support functions.
• Record charges and refunds.
• Maintain client confidence and protects bank operations by keeping information confidential.
• Go the “extra mile” to build trust relationships, client loyalty and satisfaction.
• Manage risk in every transaction and detect fraudulent transactions to prevent losses.
• Resolve clients’ issues and provide relevant information.
• Performs other duties as assigned.

Benefits

• Stakeholder Bonus
• Health Insurance
• Dental Insurance
• Retirement Plan (401k) – 3% Safe Harbor Contribution + Discretionary Contribution
• 10 Observed Holidays
• PTO
• Group Term Life provided
• Short Term Disability - 100% provided by company
• Long Term Disability
• Maternity/Paternity Leave – 100% of pay
• Community Involvement
• Pay-It-Ohnward – Company Giving Program
• Grilling for Charity – Community Donations
• Thank God Its Monday (TGIM) Company Event

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED