Financial Center Client Services Representative

Liberty Savings Bank, FSB

6d•Onsite

About The Position

This position is located at our Lakewood Ranch location. Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships. Essential Functions: Mains and balances a cash drawer, performs ATM 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, IRA, etc. Identifies customer needs and recommends specific products and/or services by use of CNA process. Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing. Mains and balances cash drawer. 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, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center. Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals. Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner. Mains customer confidence and protects operations by following the Privacy Policy and keeping information confidential. Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses. Secondary Functions: Makes tele-consulting as necessary. Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing. Contributes to the team effort by performing other job-related duties as assigned.

Requirements

High school diploma or equivalent required.
Minimum 1 year customer service or cash handling experience/skills required.
Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required.
Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required.
Able to work a flexible schedule and skills in accuracy, cash handling, and math are required.
Basic computer skills and the ability to learn industry-related software are required.

Responsibilities

Maintains and balances a cash drawer, performs ATM 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, IRA, etc.
Identifies customer needs and recommends specific products and/or services by use of CNA process.
Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing.
Maintains and balances cash drawer.
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, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.
Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals.
Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner.
Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential.
Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.
Makes tele-consulting as necessary.
Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing.
Contributes to the team effort by performing other job-related duties as assigned.