Client Service Specialist

COGENT BANK•Winter Park, FL

About The Position

The Client Service Specialist works with the entire team to coordinate client service activities and deliver an excellent client experience. Based in Winter Park, the role performs both teller and client service functions. Team members help build client advocacy and support the banking center’s continued profitability through organic growth and referrals by maintaining high service standards, creating positive client experiences, and fostering teamwork and collaboration.

Requirements

High school diploma or equivalent.
At least 1 year of teller and client service experience.
Ability to actively engage in conversations with clients and customers.
Ability to present oneself and the company professionally.
Excellent cash-handling skills.
Knowledge of deposit, small business, and consumer loan products.
Excellent verbal and written communication skills.
Thorough knowledge of industry and regulatory compliance practices.
Proficiency with personal computers, business software, and banking software.
Ability to complete tasks accurately.
Ability to multitask, prioritize, and manage time effectively.
Ability to travel to multiple locations within the Central Florida Market.

Nice To Haves

At least 3 years of banking experience.

Responsibilities

Assist customers with routine account-related requests, including funds transfers, automatic transfers, stop payments, deposits, service charges, ATM and debit card usage, checking and savings transactions, and funds availability.
Research and resolve customer problems, acting as a liaison between customers and other departments when necessary.
Research customer questions about electronic funds transfers and initiate Regulation E disputes when appropriate, completing required documents and affidavits.
Cross-sell bank products and services based on customer needs and program standards.
Perform teller functions as needed, including auditing and reconciling cash drawers, ATM and vault cash; counting and packaging currency.
Verify information on ATM/debit card applications against customer database information and send exceptions to the BSA Officer.
Escort appropriate bank personnel into the vault and maintain dual control for safekeeping access.
Maintain bank files for currency transaction reports and customer safekeeping receipts.
Assist customers with internet and online banking issues.
Assist Bank Officers when needed.
Complete BSA requirements, including reading the BSA/AML Program, filing Currency Transaction Reports, reporting suspicious activity to the BSA Officer, completing BSA/AML/OFAC online courses, and following related policies and procedures.
Perform other duties as assigned.
Travel to multiple locations within the Central Florida Market as needed.