Financial Center Client Services Representative

Liberty Savings Bank, FSB • Venice, FL

107d

About The Position

The position involves providing superior service to bank customers by performing various banking transactions, opening new accounts, and expanding customer relationships. The role requires maintaining and balancing a cash drawer, performing ATM functions, and assisting with end-of-night balancing. Responsibilities include receiving, posting, and paying out funds, as well as balancing and proofing customer accounts. The employee will open new accounts for checking, savings, business accounts, and IRAs, while identifying customer needs and recommending specific products and services. The position also involves expanding customer relationships through appropriate referrals, handling consumer loans, and contributing to the achievement of financial center sales and service goals. Upholding customer satisfaction and maintaining confidentiality are essential, along with compliance with bank procedures and regulatory guidelines.

Requirements

• Proficient in technical processing of all phases of the CSR I position.
• Embraces the 'ASK' program and strives to achieve personal sales goals.
• Demonstrates proficiency with ERB process through audit of CNA folders.
• Demonstrates excellent customer service/sales skills.
• Good understanding of compliance regulations.
• Must have completed and passed all mandatory training sessions.
• Answers calls within 3 rings and follows up on requests within 24 hours.
• Maintains regular attendance and punctuality.
• Proficient in consumer loan processing.

Responsibilities

• Maintains and balances a cash drawer.
• Performs ATM functions and assists with end-of-night balancing.
• Receives, posts, pays out funds, balances, and proofs customer accounts.
• Opens new accounts for checking, savings, business accounts, and IRAs.
• Identifies customer needs and recommends specific products and services.
• Expands customer relationships by making appropriate referrals.
• Handles consumer loans by taking applications and assisting with processing.
• Accepts and posts credit card and loan payments and payoffs.
• Performs account research and problem solving as needed.
• Cross-trains in other areas of the financial center.
• Contributes to the achievement of financial center sales/service goals.
• Upholds customer satisfaction by supporting external and internal customers.
• Maintains customer confidence and protects operations by following the Privacy Policy.
• Complies with bank procedures and follows regulatory/operational/security guidelines.
• Makes tele-consulting as necessary.
• Performs clerical duties such as answering telephone and maintaining records.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees