Financial Center Client Services Representative

Description : Job Summary :

Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships.

Essential Functions :

• 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.

Secondary Functions :

Requirements : Standards :

Physical Demands :

Knowledge, Skills and Abilities :

PM19

An Equal Employment Opportunity Employer / Minorities / Females / Veterans / Disabilities

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