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Liberty Savings Bank · 3 hours ago

Financial Center Client Services Representative

Venice, FL

Full-time

Onsite

Entry Level

1+ years exp

Liberty Savings Bank is committed to providing superior service to bank customers. The Financial Center Client Services Representative is responsible for performing banking transactions, opening new accounts, and expanding customer relationships.

BankingFinanceFinancial ServicesLending

Responsibilities

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

Makes tele-consulting as necessary

Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing

Contributes to the team effort by performing other job-related duties as assigned

Qualification

Customer service skillsCash handling experienceConsumer loan processingCompliance regulations knowledgeTechnical processing proficiencyBasic computer skillsSales skillsCommunication skillsTeam collaboration

Required

Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation

Embraces the 'ASK' program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms

Demonstrates proficiency with ERB process through audit of the CNA folders

Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation

Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations

Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available

Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours

Maintains regular attendance and punctuality as evidenced by attendance records

Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation

High school diploma or equivalent required

Minimum 1 year customer service or cash handling experience/skills required

Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required

Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required

Able to work a flexible schedule and skills in accuracy, cash handling, and math are required

Basic computer skills and the ability to learn industry-related software are required