Client Solutions Administrator I jobs in United States
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LINKBANK · 7 hours ago

Client Solutions Administrator I

LINKBANK is a community-focused financial institution committed to positively impacting lives through personalized banking services. The Client Solutions Administrator I will deliver a unique and positive experience for visitors, achieve solution center goals through accurate transaction processing, and provide tailored client solutions.

BankingCommunitiesFinancial Services

Responsibilities

Deliver a unique and positive experience for visitors to the solution centers
Achieve solution center’s goals through accurate transaction processing and tailored client solutions
Promote Corporate Values: Embody LINK’s values of LIVE, INTEGRITY, NURTURE, and KNOWLEDGE in daily activities
Client Service Excellence: Maintain a positive attitude and eagerness to learn while delivering top-notch client service
Transaction Management: Handle various client transactions, including deposits, withdrawals, loan payments, and account openings, via in-person, drive-thru, phone, or a mobile/online
Deposit Processing: Manage and log mail, night depository, and ATM deposits as needed
Record Maintenance: Ensure compliance with Retail Operations Guidelines for record-keeping and audits
Regulatory Forms: Accurately complete Currency Transaction Reports and Reg CC Forms
Cash Management: Balance cash drawers and vault daily and maintain accurate audit records
Cash Handling: Order and manage cash and coin shipments to/from the Federal Reserve
Inventory Management: Order and manage supplies used in the Solution Centers
Training Assistance: Help train new employees and interns
Sales Support: Enhance the sales process by reviewing client profiles and referring clients for additional services
Policy Adherence: Follow internal controls, operational procedures, and risk management policies; stay updated on policy changes
Other Duties: Perform additional tasks as assigned

Qualification

Banking KnowledgeClient ServiceTechnical SkillsDetail-OrientedMultitaskingComplianceInterpersonal Skills

Required

Education: High School Diploma or equivalent
Multitasking: Manage multiple priorities effectively
Detail-Oriented: Strong attention to detail and proactive problem-solving
Banking Knowledge: Basic understanding of bank products and services
Compliance: Adherence to policies and procedures
Technical Skills: Proficiency with computers and Microsoft Windows
Client Service: Excellent client service skills with patience and empathy
Interpersonal Skills: Strong communication, leadership, and organizational abilities
Attendance: Regular and Predictable attendance
Communication: Clear verbal communication and comprehension
Manual Dexterity: Ability to operate office equipment and computer terminals
Physical Stamina: Capable of standing or walking for extended periods
Visual Acuity: Sufficient vision for computer work
Mobility: Coordination and lifting up-to 20 pounds as necessary
Travel: Ability to travel to various bank locations as needed

Preferred

Prior teller experience or at least 1 year of cash handling and client service experience

Company

LINKBANK

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Linkbank offers financial services to individuals, families, nonprofits, and business customers. It is a sub-organization of LINKBANCORP.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2018-10-05Acquired

Leadership Team

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Andrew Samuel
Chairman & CEO
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Dee Bonora
Chief Technology & Operations Officer
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Company data provided by crunchbase