Bank Client Services Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

First Command Financial Services, Inc. · 13 hours ago

Bank Client Services Specialist

First Command Financial Services, Inc. is seeking a Bank Client Services Specialist who will provide a consistent world-class experience with every interaction. The role involves processing teller transactions, maintaining cash drawers, and assisting with client requests while handling confidential information under strict deadlines.

BankingConsultingCrowdfundingFinancial Services
check
Growth Opportunities
check
H1B Sponsor Likelynote

Responsibilities

Process over the counter (OTC) cash and check deposits, loan payments, Cashier’s Check requests, and various other client transactions
Provide access to the Safe Deposit Box upon client request
Process ATM deposits
Accurately record all cash transactions including deposited cash from clients, transfers between tellers, and buy/sell transactions with vault
Assist with requesting and processing cash from Federal Reserve Bank
Balance cash drawer, ATM, and bank vault
Process incoming bank by mail transactions including examining checks for proper endorsement and completing research as necessary
Contact clients by phone, secure message, and email to ensure requests are accurately processed
Process incoming Cashier’s Check and gift card requests received via email and secure message
Process instant issue debit card requests, balance unissued inventory, and maintain log of issued cards
Process outgoing mail requests for document copies and other correspondence sent from bank to clients
Sort and distribute incoming mail to departments across the bank
Review suspended remote deposit transactions
Complete annual compliance and other required training
Collaborate with other departments to identify process improvements
Assist with testing bank systems
Other duties as assigned

Qualification

Customer service experienceCash handling experienceBanking experienceJack Henry SilverlakeMicrosoft OfficeProfessionalismDetail orientedVerbal communicationWritten communicationOrganizational skillsConfidentiality

Required

High School Diploma or equivalent required
Two or more years of customer service experience required
Two or more years of cash handling experience required
Detail oriented while operating in a quick and changing environment
Strong verbal and written communication and organizational skills
Familiar with and able to effectively use Microsoft Office and able to learn other software used by First Command
Ability to maintain confidential information and records
Excellent customer service skills; including handling challenging situations with clients and advisors in a professional manner

Preferred

College Degree or progress towards degree preferred
Two or more years of banking or financial services experience preferred
Experience with Jack Henry Silverlake and complementary systems strongly preferred

Company

First Command Financial Services, Inc.

company-logo
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.

H1B Sponsorship

First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (13)
2023 (10)
2022 (9)
2021 (9)
2020 (6)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mark Steffe
President and Chief Executive Officer
linkedin
Company data provided by crunchbase