Client Service Specialist

Kendall Bank•Spring Hill, KS

About The Position

Are you a friendly, persuasive person? Do you love to move fast and juggle several projects? Are you known for producing excellent, polished work? Do you enjoy ensuring that every client has a completely positive experience? If so, we may have the perfect role for you to achieve your professional goals alongside other proven winners. The Client Service Specialist is the primary bank / brand ambassador who is often the first contact in the bank or over the phone. Performs retail branch duties – process transactions efficiently, professionally, and accurately; identifies customer needs; promotes bank products and services; maintain and accurately balances teller cash drawer or recycler; open and close all depository accounts; assist with night depository, vault, and ATM duties. Adhere to all bank established policies, procedures, and overall banking/compliance regulations. Demonstrate a positive working environment with a can-do and collaborative focus which fosters our Mission, Vision and growth plans. ESSENTIAL OBJECTIVES / FUNCTIONS & RESPONSIBILITIES / DUTIES Answer main bank number or greet clients, prospects or vendors in person. Refer to other bank personnel as needed to provide extraordinary service. Proficiently performs basic transactions and tasks including but not limited to: Accept and process deposits, withdrawals, transfers, check cashing, loan payments and advances. Ensure proper Customer Identification (CIP) and Bank Secrecy (BSA) procedures are followed. Maintain proper cash levels and keep cash secure at all times. Accurately balance drawer, vault and Report variations in accordance with bank policy. Process daily teller capture, verifying accuracy of scanned documents including endorsements. Collects information for outgoing wire transfers up to specified Handle coin which requires bending and Open and close all depository accounts including personal and business accounts. Perform maintenance on accounts to include password resets and debit card limits among others. Obtain appropriate documentation and follow-up with clients after account opening; keep client officer apprised of any issues. Maintain up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Troubleshoot online and mobile banking issues. Service client accounts and requests accurately in accordance with bank policy and Represent the Bank in a highly professional manner. Maintain confidentiality; adhere to Kendall Bank policies and procedures; comply with State and Federal laws and regulations, and industry best practices. Reliable and predictable attendance. Other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential responsibility / duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions . EDUCATION AND / OR EXPERIENCE Demonstrated success in a similar role within a professional services environment, preferably in a commercial bank. Previous cash handling experience a plus. Proven organizational skills and demonstrated success in a multi-task environment. High School diploma or equivalent. LICENSE(S) OR CERTIFICATES Valid driver's license. KNOWLEDGE, SKILLS, AND ABILITIES Attention to detail and follow through for task completion. Demonstrate well developed verbal communication skills. Strong interpersonal skills are necessary to work with internal and external team members. PHYSICAL DEMANDS (i.e. travel, sit-ability, lifting, operating office equipment, etc.) Light sedentary office work; some bending lifting with coin. Ability to travel between office locations as needed. Occasional travel outside the market area for training and seminars may be required. TECHNOLOGY AND EQUIPMENT Personal computer, including internet. MS Office; Internet; Remote Deposit. Telephone (voicemail) SUPERVISORY RESPONSIBILITIES None

Requirements

Demonstrated success in a similar role within a professional services environment, preferably in a commercial bank.
Proven organizational skills and demonstrated success in a multi-task environment.
Attention to detail and follow through for task completion.
Demonstrate well developed verbal communication skills.
Strong interpersonal skills are necessary to work with internal and external team members.
Light sedentary office work; some bending lifting with coin.
Ability to travel between office locations as needed.
Personal computer, including internet.
MS Office; Internet; Remote Deposit.
Telephone (voicemail)

Nice To Haves

Previous cash handling experience a plus.
Occasional travel outside the market area for training and seminars may be required.

Responsibilities

Answer main bank number or greet clients, prospects or vendors in person.
Refer to other bank personnel as needed to provide extraordinary service.
Accept and process deposits, withdrawals, transfers, check cashing, loan payments and advances.
Ensure proper Customer Identification (CIP) and Bank Secrecy (BSA) procedures are followed.
Maintain proper cash levels and keep cash secure at all times.
Accurately balance drawer, vault and Report variations in accordance with bank policy.
Process daily teller capture, verifying accuracy of scanned documents including endorsements.
Collects information for outgoing wire transfers up to specified Handle coin which requires bending and Open and close all depository accounts including personal and business accounts.
Perform maintenance on accounts to include password resets and debit card limits among others.
Obtain appropriate documentation and follow-up with clients after account opening; keep client officer apprised of any issues.
Maintain up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
Troubleshoot online and mobile banking issues.
Service client accounts and requests accurately in accordance with bank policy and Represent the Bank in a highly professional manner.
Maintain confidentiality; adhere to Kendall Bank policies and procedures; comply with State and Federal laws and regulations, and industry best practices.
Reliable and predictable attendance.
Other duties as assigned.