Sr. Customer Service Representative (Universal Banker)

Parkside Financial Bank & Trust - Saint Louis, MO

Full-time - Mid Level

Remote - Saint Louis, MO

Credit Intermediation and Related Activities

About the position

The Senior Customer Service Representative (Universal Banker) at Parkside Financial Bank & Trust is responsible for providing exceptional customer service by efficiently processing banking transactions and assisting clients with their banking needs. This role requires a mastery of customer service responsibilities, a strong background in banking, and the ability to handle complex inquiries while adhering to regulatory requirements. The position is integral to maintaining client relationships and supporting the bank's operations.

Responsibilities

• Accurately and efficiently process transactions including deposits, cashing checks, issuing of monetary instruments, and redemption of savings bonds
• Greet clients and assist in directing them appropriately, answer incoming phone calls and emails, process/sort mail and night depository transactions
• Facilitate the opening of new accounts including Checking, Savings, Money Market, and Certificates of Deposit for Personal, Trusts, Estates, Business, and Organizations
• Review reports such as the daily cash transactions report and onboard new accounts report
• Run monthly Ipay funds verification report to provide to the finance team
• Adhere to the reporting and recordkeeping requirements of the Bank Secrecy Act and Anti-Money Laundering rules and regulations
• Follow the bank's customer identification program (CIP) rules, observe all bank policies, procedures, and guidelines relating to BSA, OFAC, CIP and related acts to protect both our customers and Parkside Financial Bank & Trust
• Handle existing account service and maintenance
• Maintain working knowledge of personal and business products including electronic banking, mobile services, cash management services, general deposit operations, ACH processing, wire transfers, ATM operations, and debit card management
• Assist customers with inquiries, research, and/or complex problem resolution in a professional manner
• Inform and educate customers on how to conduct simple transactions through self-service technologies
• Follow best practices to safeguard against fraud, while educating clients of fraud protection resources and services that are offered
• Assist with bank audits and exams
• Assist with the training and development of all new Client Service Representatives
• Continue to improve all skills by participating in professional trainings and courses and be able to contribute acquired knowledge to the development of the bank

Requirements

• High school diploma or equivalent (associate or bachelor's degree preferred) along with 3+ years of related experience
• Mastered the CSR job duties
• Experience with Jack Henry SilverLake banking software a plus
• Ability to navigate and learn new computer systems and websites
• Detail oriented and highly organized
• Able to multi-task and prioritize to meet deadlines
• Strong verbal and non-verbal communication skills
• Service-oriented and patient in stressful and challenging situations
• Thrive on engaging with customers; able to begin a conversation, build rapport, and handle objections
• Able to work both independently and as an integral part of a team

Nice-to-haves

• Experience with Jack Henry SilverLake banking software

Benefits

• Competitive salary with bonus
• Medical, dental, and vision insurance
• 401k Plan + Employer Match
• Employee Stock Options
• 12-week paid maternity leave
• 4 Week Sabbatical Program, including $5,000 for travel, with every 5 years of employment
• Tuition Reimbursement
• Employee charitable giving support
• Company-paid parking & more!