Description

• Provide excellent customer service by providing immediate acknowledgement, identifying, and offering products and services, and responding to inquiries in a timely manner.
• Develop relationships by consulting with customers.
• Deliver and package detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, and pay and receive transactions.
• Back up Client Service Specialists.
• Stay current and demonstrate knowledge on products and procedures.
• Resolve customer issues and requests.
• Demonstrate proficiency with basic business, consumer, and trust entities.
• Learning consumer lending.
• Begin to mentor other team members about products, services, and business partners.
• Beginning to back up the Assistant Manager with operational duties and tasks.
• Other responsibilities as assigned.

• High school diploma or equivalent
• Knowledge of products and services offered.
• Ability to follow Standard Operating Procedures
• Cash handling, balancing, and calculating skills.
• Ability to complete multiple and varying customer requests in a timely fashion.
• Supports the branch goal of identifying and referring a range of bank products and services to the appropriate business partners.
• Focused on learning to expand the customer relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers.
• Familiar with state laws regarding products and services (look at specific training tracks)
• Ability to become NMLS certified.
• Prior Client Service Specialist or banking experience.
• Bilingual, preferred.