Client Service Representative

Sunwest Bank
Job Description
SUMMARY
This position is responsible for completing all types of client transactions relating to existing accounts in an accurate, courteous and efficient manner. Knowledgeably addresses client questions and concerns.  Identifies opportunities for cross-selling services and products and makes appropriate referrals.
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Provides consistent level of high quality client service that exceeds our clients’ expectations
    • Maintains a minimum of 95% score on all mystery shops
  • Operates under assigned cash limits and processes client deposits, withdrawals, transfers, payments, and account maintenance activities efficiently and accurately
  • Places holds on transactions as determined by Bank procedures
  • Executes account stop payments as determined by Bank procedures
  • Processes daily mail, night drop and ATM transactions in dual custody as assigned, and balances ATM when applicable
  • Demonstrated ability in providing a great customer experience by engaging customers in conversation and educating customers on the various products and services available to them
  • Issues negotiable instruments in accordance with the Bank Secrecy Act.
  • Introduce customers to new products and services, and generate leads for other members of the sales team to close
  • Daily uses Transaction Management Systems (TMS)
  • Encodes and scans branch transactions each day
  • Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
  • Prepares Currency Transaction Reports and Suspicious Activity Concern Reports as needed
  • Effectively executes all service and referral routines to deepen client relationships
 
ADDITIONAL RESPONSIBILITIES
 
  • Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
  • Demonstrates high level of quality work, attendance and appearance
  • Adheres to all Company Policies & Procedures and Safety Regulations
  • Adheres to local, state and federal laws
  • Performs any other duties that may be assigned by warehouse manager
  • Understands and complies with all company rules and regulations
  • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
  • Additional duties as assigned as it relates to the position
     
SUPERVISORY RESPONSIBILITIES
  • This position does not have supervisory responsibilities
 
MINIMUM QUALIFICATIONS
  • Two years of experience overall work experience or one year of experience as a teller at another financial institution
  • 1 year of sales, cashier or job related to cash handling experience
  • High School Dipolma or GED equivalent
  • Basic computer skills
 
 
COMPETENCIES:
 
  • Adaptability
  • Communication
  • Decision Making
  • Initiative
  • Innovation
  • Motivator
  • Organization
  • Professionalism
  • Results Orientated
Contact Information