Client Services Specialist

Choice Bank•Belfield, ND

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About The Position

The Client Services Specialist (CSS) is responsible for professionally responding to the immediate needs of clients related to transaction processing, online banking access, loan payments, and deposit account functionality. A CSS has cash handling responsibility and will use basic to moderate level mathematical skills to successfully balance their cash drawer daily. CSSs give excellent customer service by acting as the first point of contact for in-person and telephone client interactions. Hours will be around 20-25 per week. Travel is expected between both the Belfield and Dickinson locations on a regular basis. When fully staffed, Belfield will be the home location.

Requirements

Minimum of 0 to 1 years of relevant experience with requisite competencies.
Highschool Diploma
Acts as a team player with excellent interpersonal skills and develops partnerships.
Takes initiative by proactively identifying what needs to be done and acts
Communicates effectively with excellent written and oral communication skills
Exhibits problem-solving, analytical thinking, and decision-making skills
Proficient computer skills including Microsoft Office (Word, Excel, Access)
Must work in an efficient, systematic way
Must display consistency, thoroughness, attention to detail, and strong organizational skills
This position requires travel to support business needs, including team collaboration, internal trainings, and cross-functional initiatives. The frequency and duration of travel will vary based on organizational priorities and team needs.

Responsibilities

Complete daily routine tasks by time sensitive deadlines including but not limited to night drop, mail deposits, incoming / outgoing mail, vault balancing, foreign item processing and end-of-day tasks.
Process a variety of banking transactions including but not limited to check cashing, withdrawals, deposits, loan payments, monetary instruments, credit verifications and assisting clients in entering safe deposit boxes.
Follow bank procedures regarding safeguarding of bank currency, i.e. drawer, vault, coin and dual control responsibilities for vault buys / sells and ATM / armored truck shipments.
Follow bank procedures regarding ordering of currency and coin from Federal Reserve Bank and Bank of North Dakota.
Follow bank procedures regarding federal and state regulations such as Bank Secrecy Act (BSA) and Regulation CC.
Service and maintain Customer Identification Program (CIP), account data and/or various customer requests including but not limited to address changes, online banking password resets, account closing, stop payments and debit cards.
Image and rescan over-the-counter transactions in ImageCentre software.
Review BSA reports and create detailed notes regarding pertinent findings.
Scan and index documents via FDM Scanning.
Responsible for following Premier Experience service standards to internal and external customers in person, on the telephone and through email / mail communication.
Perform unique Premier Experiences aimed to enhance / build community / customer relations.
Attend Customer Experience (CX) Meetings and Core Value Celebration Calls.
Maintain a working knowledge of Choice Bank’s systems, products, services, policies and procedures to recommend products or services to customers that will benefit them. Includes referrals to operating units such as insurance, wealth, mortgage and leasing.
Maintain lobby appearance and assist in arranging pick up service for couriers.
Order customer supplies such as checks, deposit slips and endorsement stamps through Deluxe.
Maintain complete confidentiality with regards to customer accounts, loans and bank relationships.
Assist with completing special projects and assignments as directed by department leadership.
Perform duties outside normal scope as assigned.
Maintains a working knowledge of FIS Core, HORIZON Teller Software, ImageCentre and FDM Scanning.
Maintains a working knowledge of third-party vendor systems / software / websites.