Client Support Representative jobs in United States
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American National Bank · 5 months ago

Client Support Representative

American National Bank is one of the largest privately owned banks in the region with a commitment to community growth. The Client Support Representative is responsible for providing excellent customer assistance regarding account management and identifying sales opportunities with customers.

BankingFinanceFinancial Services

Responsibilities

Handle telephone inquiries and requests from customers including account balance verification, telephone transfers, stop payments, loan payoffs, research requests, missing checks, explaining overdrafts and service charges and account file maintenance. Online banking maintenance, set-up, reset passwords, explain the product, unlocks security questions and explains features including bill pay, E-statements, account alerts and mobile banking. Obtain information, provide verification of deposits, research records and follow up on details to resolve matter quickly and to the customer’s satisfaction
Identify sales opportunities of products and services to current and prospective customers. Visa debit card file maintenance. Completing requests associated to return mail and change of address file maintenance
Apply knowledge of compliance/CRA regulations in day-to-day activities. Utilize knowledge and experience while exercising discretion in resolving problems and answering questions

Qualification

Customer serviceCommunication skillsAttention to detailTeam collaborationConfidentiality

Required

1 year of customer service experience required, preferably in a call center or banking environment
High school diploma or equivalent
Ability to effectively work both independently as well as collaboratively in a team
Excellent communication (oral and written) skills
Strong attention to detail and highly organized while focusing on work quality
Ability to maintain a high level of confidentiality

Benefits

401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing*
No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage
Paid Time Off, Paid Holidays and Paid Volunteer Time
Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support*
Dental Insurance with significant premium contribution by ANB*
Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection*
Tuition Reimbursement*
Gym Membership Reimbursement*
Discounts on Banking and Financial needs

Company

American National Bank

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American National Bank provides commercial and personal banking and financial services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2025-12-01Acquired

Leadership Team

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Wende Kotouc
Executive Co-Chair/CEO
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Company data provided by crunchbase