Talent.com
Client Service Representative I - FT / Branch: South Omaha
Client Service Representative I - FT / Branch: South OmahaSecurity National Bank • Omaha, NE, US
Client Service Representative I - FT / Branch : South Omaha

Client Service Representative I - FT / Branch : South Omaha

Security National Bank • Omaha, NE, US
11 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets : Iowa, Nebraska and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

  • REQUIRED WORK SCHEDULE : Monday - Friday from 8 : 30am - 5 : 30pm, and every other Saturday morning.""

JOB SUMMARY

This position is responsible for providing prompt and efficient transaction services to clients. This position requires professional customer focus, achievement of service standards, a high degree of accuracy and adherence to Bank policies and procedures.

ESSENTIAL FUNCTIONS

Provide Customer Interactions & Service (45%)

  • Consistently provides the highest level of professional service by following the Personal Interaction Expectations (PIEs).
  • Assists customers with inquiries in-person and over the telephone in a professional manner.
  • Accurately answers general customer inquiries regarding transactions.
  • Provides a seamless transition to banker in person or over the phone for more complex transactions.
  • Evaluates customer concern to identify appropriate action.
  • Accurately Processes Customer Transactions (45%)

  • Accurately processes transactions to include but not limited to demand deposit accounts, savings accounts, check cashing, cashier’s check, credit card payments, and loan payments.
  • Utilizes resources and tools to navigate client account portfolio(s) within the Bank software.
  • Understands debits and credits as related to transaction balancing.
  • Maintains required cash drawer limits and adheres to drawer security procedures.
  • Balances cash drawer according to procedures and maintains assigned balancing ratio.
  • Communicates offages with supervisor immediately to research discrepancies according to balancing standard guidelines.
  • Adheres to branch security procedures and regulations.
  • Reviews all customer accounts for pop-up warnings.
  • Asks appropriate questions to identify potential fraud and suspicious activity and follows process and procedures to prevent both customer and bank loss.
  • Assists branch and fellow team members by achieving goals and sharing responsibility of daily tasks.
  • Follows the branch opening and closing procedures set by Branch Delivery.
  • Product Knowledge and Services (10%)

  • Understands the Banks products and services as they relate to frequently asked questions.
  • KNOWLEDGE, SKILLS AND ABILITIES

  • Ability to professionally communicate verbally to external customers.
  • Effectively communicates verbally and in writing at a professional level to internal customers.
  • Skills using a computer system, including Microsoft Outlook, Word and Excel.
  • Basic math skills with high attention to detail to accurately perform bank-related financial transactions.
  • Ability to balance debits and credits.
  • Ability to provide personalized customer interaction confidently.
  • Ability to calmly handle high stress situations and maintain a positive level of energy.
  • Ability to maintain customer confidence, act with integrity and protect the bank operations by keeping information confidential.
  • Ability to work in a team environment while interacting in a positive and respectful manner with co-workers and management.
  • Ability to maintain predictable and reliable attendance and meet scheduling requirements.
  • Ability to complete required training by assigned due date.
  • EDUCATION

  • Minimum of a High school diploma or equivalent required.
  • EXPERIENCE

  • Minimum of 6 months of customer service experience required.
  • Minimum of 6 months of cash handling / cashier experience preferred.
  • Equivalent education and experience will be considered
  • PHYSICAL REQUIREMENTS

    While performing the duties of this job, the employee is regularly required to stand; use hands to type, handle cash and office-related objects; reach with hands and arms; and talk and hear. The employee frequently is required to walk. The employee is occasionally required to stoop or kneel. Occasionally required to lift bags of coin weighing up to 52 lbs. with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.

    WORKING CONDITIONS

    This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Employee is occasionally required to work outside for brief periods of time in heat / cold and wet / humid conditions to balance the ATM, adjust the flag and / or tidy the external branch environment.

    AFFIRMATIVE ACTION

    Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.

    Create a job alert for this search

    Client Service Representative • Omaha, NE, US

    Related jobs
    Customer Service Representative

    Customer Service Representative

    TEKsystems • Omaha, NE, United States
    Full-time
    TEKsystems is hiring customer service agents to join our clients team in Omaha, Nebraska.Interviews begin week of November 3rd. Current openings include unlicensed and licensed roles.The Client Serv...Show more
    Last updated: 22 days ago • Promoted
    Patient Solutions Representative II

    Patient Solutions Representative II

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Representative, Patient Solutions II.Key Responsibilities Deliver a high-quality patient experience through inbound and outbound call resolution Manage inquiries via m...Show more
    Last updated: 4 days ago • Promoted
    Associate Client Partner

    Associate Client Partner

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for an Associate Client Partner - Quality Engineering.Key Responsibilities Manage client relationships and oversee the opportunity management cycle Collaborate with delivery...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Specialist

    Client Services Specialist

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Client Services Representative who will support the Sales and Operations teams by managing client case assignments and communications. Key Responsibilities Accurately en...Show more
    Last updated: 30+ days ago • Promoted
    Client Relationship Consultant 2 (Banker) - 90th & Center Omaha, NECategoryBranch BankingJob Id2025-0024498LocationOmaha, NE, United StatesPosting Start Date10 / 08 / 2025Anticipated Posting End Date11 / 15 / 2025Job TypeFull time

    Client Relationship Consultant 2 (Banker) - 90th & Center Omaha, NECategoryBranch BankingJob Id2025-0024498LocationOmaha, NE, United StatesPosting Start Date10 / 08 / 2025Anticipated Posting End Date11 / 15 / 2025Job TypeFull time

    US Bank • Omaha, NE, US
    Full-time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
    Last updated: 23 days ago • Promoted
    Cloud Services Client Partner

    Cloud Services Client Partner

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Practice Client Partner for its Cloud and Infrastructure Services practice.Key Responsibilities Manage client relationships and oversee the opportunity management cycle...Show more
    Last updated: 5 days ago • Promoted
    AVP Client Services - Casualty

    AVP Client Services - Casualty

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for an AVP Client Services - Casualty in the Northeast Region.Key Responsibilities Ensure contract compliance and manage financials, including accounts receivable and invoici...Show more
    Last updated: 4 days ago • Promoted
    Client Relationship Manager

    Client Relationship Manager

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Client Relationship Manager responsible for fostering relationships with key clients in the biotech and pharmaceutical sectors. Key Responsibilities Build and maintain s...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Representative

    Client Services Representative

    Nebraska Staffing • Omaha, NE, US
    Full-time
    Maintaining industry leading service standards by providing prompt service and one call resolution.Timely entry of all inbound leads. Availability and dependability to multitask between systems and ...Show more
    Last updated: 4 days ago • Promoted
    Client Service Representative

    Client Service Representative

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Client Service Representative to provide high-level service to clients via brokers and HR representatives. Key Responsibilities Act as a liaison between clients / brokers ...Show more
    Last updated: 30+ days ago • Promoted
    Client Manager II

    Client Manager II

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Client Manager II (Remote).Key Responsibilities Serve as the primary contact for clients regarding project initiatives and manage communications across teams Act as a ...Show more
    Last updated: 30+ days ago • Promoted
    Inside Sales Client Representative

    Inside Sales Client Representative

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for an Inside Sales / Client Representative.Key Responsibilities Contact new and existing clients to solicit business Negotiate contract rates and facilitate interviews betwee...Show more
    Last updated: 30+ days ago • Promoted
    Client Relationship Consultant 2-4 (Banker) - Omaha Area

    Client Relationship Consultant 2-4 (Banker) - Omaha Area

    Nebraska Staffing • Omaha, NE, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more
    Last updated: 4 days ago • Promoted
    Bilingual Premier Service Associate

    Bilingual Premier Service Associate

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Premier Service Associate - Bilingual.Key Responsibilities Service new and existing client needs via inbound calls Engage customers in an Investment Recommendation Con...Show more
    Last updated: 3 days ago • Promoted
    Member Contact Center Representative

    Member Contact Center Representative

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Call Center - Member Contact Center Rep 2 to provide exemplary service to members through various communication channels. Key Responsibilities : Consults with members to ...Show more
    Last updated: 30+ days ago • Promoted
    Federal Client Executive

    Federal Client Executive

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Federal Client Executive (Remote, US, NA).Key Responsibilities Build and drive a pipeline of new prospects Develop a go-to-market plan for Federal targets Establish l...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Representative

    Client Services Representative

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Client Services Representative to support their lab operations.Key Responsibilities Act as a liaison between the company, customers, and patients Investigate and resol...Show more
    Last updated: 30+ days ago • Promoted
    Participant Service Center Representative

    Participant Service Center Representative

    VirtualVocations • Omaha, Nebraska, United States
    Full-time
    A company is looking for a Participant Service Center Representative.Key Responsibilities Provide outstanding customer service via phone, email, and fax for retirement plan participants Assist p...Show more
    Last updated: 30+ days ago • Promoted