Cogent Bank · 1 month ago
Client Service Specialist
Bradenton, FL
Full-time
Onsite
Entry Level
1+ years expCogent Bank is dedicated to delivering exceptional client experiences, and they are seeking a Client Service Specialist to enhance their client service activities. This role involves performing teller and client service functions while focusing on client advocacy and supporting the bank's growth deposit strategy.
Banking
Responsibilities
Provide excellent service for all clients of the bank including opening, closing and performing maintenance on client accounts
Assist customers with routine account-related requests such as: funds transfer, automatic transfers, stop payments, deposits, service charges, ATM and debit card usages, checking & savings transactions, and funds availability
Research and resolve customer problems, acting as the customer liaison between other departments when necessary
Research customer questions regarding electronic funds transfers and initiate “Reg E” disputes when appropriate, including the completion of all necessary documents and affidavits
Cross-sell bank products and services based on customer needs, in accordance with the bank’s program standards
Perform teller functions
Auditing and reconciling cash drawers, including ATM and vault
Counting and packaging currency
Verify information on ATM/Debit card applications to the information in customer database. Send exceptions to BSA Officer
Escort appropriate bank personnel into the vault and maintain dual control for safekeeping access
Maintain the bank’s files for currency transaction reports, customer safekeeping receipts
Assist customers with internet and online banking issues
Complete all BSA requirements, including:
Read BSA/AML Program (policy)
File Currency Transaction Reports
Report suspicious activity to BSA Officer
Complete all BSA/AML/OFAC related online courses
Follow BSA/AML/OFAC policies and procedures
Assist Bank Officers when needed
Perform other duties as assigned
Qualification
Required
High School diploma or equivalent
1+ years of banking experience
Ability to actively engage in conversations with clients and customers
Ability to present oneself as well as the company in a professional manner
Knowledge of all deposit, small business, and consumer loan products
Excellent verbal and written communication skills
Thorough knowledge of industry and regulatory compliance practices
Proficient in the use of a personal computer, business software, and banking software
Ability to complete tasks with accuracy
Ability to multitask, prioritize, and manage time effectively
Preferred
3+ years of banking experience
Company
Cogent Bank
Cogent Bank is a state chartered bank that has operated as a full service commercial and retail bank.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Daniel Dean
Chief Technology Officer SVP
Rebekah Calhoun
EVP, Chief Financial Officer
Recent News
EIN Presswire
2025-11-06
2025-09-02
Jacksonville Business Journal
2025-02-06
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