Client Services Associate
About The Position
The Client Services Associate provides prompt and accurate financial transactions in accordance with the Bank’s policies and procedures. The role contributes to the development and retention of customer relationships by delivering exceptional customer service and identifying appropriate cross-sell opportunities with professionalism and enthusiasm. The associate profiles new and existing customers, recommends tailored bank products and services, opens accounts, assists with customer requests, resolves issues, and supports branch goals. The role also involves safeguarding customer information, following regulations and security practices, maintaining accurate transaction records, and participating in local community and bank-sponsored events.
Requirements
- High school diploma or GED.
- Must be at least 18 years old.
Nice To Haves
- Six to twelve months of bank teller experience.
- Customer service, sales, or cross-selling experience.
Responsibilities
- Profile new and existing customers and suggest tailored products and services.
- Provide exceptional customer service and exceed customer expectations.
- Open new accounts and ensure accurate, timely documentation.
- Assist with stop payments, debit card orders, and other customer requests.
- Take initiative to resolve customer issues and provide prompt feedback.
- Help maintain customer goodwill and contribute to branch goals.
- Refer customers professionally to various bank departments.
- Safeguard customer information, adhere to regulations, and maintain security.
- Process transactions and maintain accurate records.
- Contribute to local community and bank-sponsored events.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Paid time off
- 401(k)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
