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Client Services Specialist
$32k-40k (estimate)
Full Time 0 Months Ago
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Choice Financial Group is Hiring a Client Services Specialist Near Bismarck, ND

The Client Services Specialist (CSS) is responsible for professionally responding to the immediate needs of clients related to transaction processing, online banking access, loan payments, and deposit account functionality. A CSS has cash handling responsibility and will use basic to moderate level mathematical skills to successfully balance their cash drawer daily. CSSs give excellent customer service by acting as the first point of contact for in-person and telephone client interactions.

Work hours for this position will be between Monday and Friday from 8 a.m. to 6 p.m. along with a rotational Saturday schedule of 9:00 a.m. to 12:00 p.m.

Responsibilities

Transaction and Deposit Services

  • Complete daily routine tasks by time sensitive deadlines including but not limited to night drop, mail deposits, incoming / outgoing mail, vault balancing, foreign item processing and end-of-day tasks (I, II)
  • Process a variety of banking transactions including but not limited to check cashing, withdrawals, deposits, loan payments, monetary instruments, credit verifications and assisting clients in entering safe deposit boxes (I, II)
  • Follow bank procedures regarding safeguarding of bank currency, i.e. drawer, vault, coin and dual control responsibilities for vault buys / sells and ATM / armored truck shipments (I, II)
  • Follow bank procedures regarding ordering of currency and coin from Federal Reserve Bank and Bank of North Dakota (II)
  • Follow bank procedures regarding federal and state regulations such as Bank Secrecy Act (BSA) and Regulation CC (I, II)
  • Service and maintain Customer Identification Program (CIP), account data and/or various customer requests including but not limited to address changes, online banking password resets, account closing, stop payments and debit cards (I, II)
  • Image and rescan over-the-counter transactions in ImageCentre software (I, II)
  • Review BSA reports and create detailed notes regarding pertinent findings (II)
  • Scan and index documents via FDM Scanning (II)

Customer Service

  • Responsible for following Premier Experience service standards to internal and external customers in person, on the telephone and through email / mail communication (I, II)
  • Perform unique Premier Experiences aimed to enhance / build community / customer relations (I, II)
  • Attend Customer Experience (CX) Meetings and Core Value Celebration Calls (I, II)

Sales

  • Maintain a working knowledge of Choice Financial’s systems, products, services, policies and procedures to recommend products or services to customers that will benefit them. Includes referrals to operating units such as insurance, wealth, mortgage and leasing (I, II)

Other

  • Maintain lobby appearance and assist in arranging pick up service for couriers (I, II)
  • Order customer supplies such as checks, deposit slips and endorsement stamps through Deluxe (I, II)
  • Maintain complete confidentiality with regards to customer accounts, loans and bank relationships (I, II)
  • Assist with completing special projects and assignments as directed by department leadership (I, II)
  • Perform duties outside normal scope as assigned (I, II)

System Support

  • Maintains a working knowledge of FIS Core, HORIZON Teller Software, ImageCentre and FDM Scanning (I, II)
  • Maintains a working knowledge of third party vendor systems / software / websites (I, II)

Experience

Required
  • 1 - 2 years: Customer Service Experience

Education

Required
  • High School or better

Skills

Required
  • Embraces change and encourages innovation
  • Has a little fun
  • Knows when to offer and ask for help
  • Does the right thing
  • Works hard
Preferred
  • Commits to customers with undivided attention
  • Keeps confidentiality
  • Creates personal & professional growth opport
  • Fosters direct and honest communication
  • Solves problems & makes decisions
  • Respects self and others
  • Completes work timely and accurately

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Summary

JOB TYPE

Full Time

SALARY

$32k-40k (estimate)

POST DATE

03/27/2023

EXPIRATION DATE

06/05/2023

WEBSITE

choicenterprises.com

HEADQUARTERS

Fort Collins, CO

SIZE

<25

Show more

Choice Financial Group
Full Time
$40k-50k (estimate)
2 Months Ago

The job skills required for Client Services Specialist include Client Service, Customer Service, Leadership, Confidentiality, Cash Handling, Innovation, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Services Specialist positions, which can be used as a reference in future career path planning. As a Client Services Specialist, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Specialist. You can explore the career advancement for a Client Services Specialist below and select your interested title to get hiring information.

If you are interested in becoming a Client Services Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Specialist job description and responsibilities

A Client Services Specialist also assists Account Managers to ensure a high level of customer service.

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Perform other administrative duties as required to build business for clients.

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A positive attitude and the ability to build relationships with clients to provide non-technical problem resolution.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Specialist jobs

Communicate clearly with customers.

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Know how to close a conversation.

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Learn How to Use Data Analysis / Reporting tools.

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Stay Updated on the Latest Digital Marketing Trends.

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Build and nurture strong personal relationships with clients.

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Step 3: View the best colleges and universities for Client Services Specialist.

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