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Client Service Associate I jobs in United States
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Thomaston Savings Bank · 1 day ago

Client Service Associate I

Thomaston Savings Bank is seeking a Client Service Associate I, a dual-purpose role that combines responsibilities of a Head Teller and Client Service Representative. The position primarily focuses on supervising teller duties, ensuring compliance with policies, and providing excellent customer service while managing various banking transactions.
Banking

Responsibilities

Supervises duties of tellers, as well as dual control functionality as applicable
Ensures that all tellers handle themselves in a businesslike/professional manner in handling client needs
Supervises teller staff to ensure proper policies and procedures are being followed with regard to teller function
Responsible for completing daily branch balancing, processes vault transactions, and maintains accountability for vault reconcilement
Performs ATM balancing and replenishment, and balances coin machine
Coordinates cash shipment and delivery and orders the appropriate amount of cash for the branch in accordance with set cash limits
Is accountable for audits of individual teller cash drawers for monthly reporting
Balances cash drawer daily to assure accuracy in transactions and notifies supervisors regarding any differences immediately, in accordance with bank policy and procedure
Monitors and reports all cash differences to Branch Manager
Provides efficient, accurate, and courteous client service
Performs a variety of transactions to service the client, including processing deposits, withdrawals, payments, check cashing, issues money orders/official checks, redeems savings bonds, and signs official checks up to signing authority
Ensures that transactions are processed and the proper documentation is completed in compliance with applicable laws and regulations
Opens and closes all types of new accounts and related products
Performs maintenance, assists clients with requests, complaints, troubleshoots and resolves internal and external inquires to client’s satisfaction
May perform Notary Public services and serves as a safe deposit box attendant
Assists in coordinating staffing schedules in conjunction with branch management, responsible for in branch training of newly hired teller staff
Creates and sustains a clean, organized, pleasant work environment by maintaining a professional look appearance and attitude, positive outlook and behavior toward clients and co-workers
Maintains current knowledge of the Bank’s products and services
Identifies cross sale opportunities and make referrals in line with established procedures
Reviews and observes performance of tellers as to their cross-selling techniques and coaches accordingly
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Promotes the Bank’s products and services and maintains active participation in various community events
Uses every client contact as an opportunity to advise clients about additional services and programs that benefit them

Qualification

Customer serviceCash handlingAccount managementCommunication skillsNotary PublicTeam supervisionCross-selling

Required

High level of customer service skills
Effective communication skills, both written and verbal
Supervisory experience in a banking environment
Ability to complete daily branch balancing
Experience with vault transactions and accountability for vault reconcilement
Ability to perform ATM balancing and replenishment
Experience in balancing cash drawers and notifying supervisors of discrepancies
Ability to provide efficient, accurate, and courteous client service
Experience in processing deposits, withdrawals, payments, and check cashing
Knowledge of compliance with applicable laws and regulations
Experience in opening and closing new accounts and related products
Ability to assist clients with requests and complaints
Experience in training newly hired teller staff
Ability to maintain a clean and organized work environment
Current knowledge of the Bank's products and services
Ability to identify cross sale opportunities and make referrals
Compliance with company policies and procedures, applicable laws and regulations
Ability to promote the Bank's products and services

Company

Thomaston Savings Bank

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Thomaston Savings Bank has businesses located throughout western Connecticut.

Funding

Current Stage
Growth Stage

Leadership Team

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Rebekah Stokes
SVP/Treasurer & CFO
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Rosemary Briglia
Executive Vice President, Chief Operating Officer
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Company data provided by crunchbase