Client Service Representative (CSR)

At Beach we strive to be Florida’s best bank for business, professionals, and their owners. Our mission is to be a catalyst in our team members’ success, our clients’ aspirations and our communities’ vitality. Our values define our identity and they are what drive us to make our goals a reality and guide our actions and decisions.

• Integrity: We exhibit uncompromising dedication to doing what is right.
• Innovation: We foster team member ingenuity, resulting in an exceptional client experience.
• Commitment: We are passionate and accountable.
• Community: We create meaningful impact in the communities we serve.

Collectively, we refer to these values as #ONEBEACH.

Our collective set of values cannot fully come to fruition without us making an effort to celebrate and embrace diversity within the workplace and in our world today. At Beach Bank, we prioritize and respect our team members as professionals and as people, championing their individual development and empowering our collective growth through commitment to diversity and inclusion.

Our Culture:

At Beach, our organizational culture is what sets us apart from the competition. We live by our OneBeach Fundamentals. These 17 fundamentals were created with intention and designed to demonstrate our commitment to achieve success each day. Along with our core values, we believe that our culture is an opportunity to engage our Team in our effort by encouraging behaviors that are consistent with our dedication to exemplary service and hard work.

BEACH BANK CLIENT SERVICE REPRESENTATIVE (CSR)

Beach Bank is currently seeking full-time Client Service Representatives (CSR) for several of our NW Florida locations (Fort Walton Beach, Destin and Niceville). The primary responsibility of the CSR is to create meaningful personal connections with clients, identify opportunities to meet client needs, and assist in resolving end to end client sales and service inquiries. The successful candidate should be ambitious and adaptable with a desire to build long term relationships with our clients based on knowing who they are, understanding their needs, and providing basic financial advice through a consultative approach. This requires an individual who is motivated by a fast-paced and energetic environment, with the ability to provide personalized customer service.

Job Functions:
 Provides a consistent optimal client experience, primarily handling clients’ transactional needs, including but not limited to performing activities such as deposits, withdrawals, payments, and balancing.

Answers client inquiries regarding products and services, fulfills basic servicing requests, and opens Consumer and Commercial products (CDs, Business and Personal Checking Accounts, Business and Personal Savings Accounts, IRAs).

Works to create and establish relationships with clients, remaining well-informed about the client’s relationship with the bank and cross selling bank products as needed.

Educates clients on standard consumer and commercial products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier.

Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution.

Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate clients on emerging technology and assist with meeting their financial needs

Ensures safe and sound banking practices, including adherence to all applicable laws and regulations

Qualifications:
 To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 

The requirements listed below are representative of the knowledge, skill, and/or ability required. 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Requirements:
 High school diploma or GED
 

Preferred Experience:
 1-2 years of prior banking, sales, and/or customer service experience
 2 years of prior cash handling or Teller experience
 Strong people relations skills and ability to work with team members and clients in a cooperative manner. Excellent communication skills.
 Ability to make decisions, research and solve problems, work independently, and manage multiple priorities.
 Proficient use of Microsoft Word and Excel software applications, other banking computer systems and related software, and ability to operate a variety of office equipment.
 

This position is a full-time position with typical hours being Monday-Friday 8:00AM - 5:00PM. Overtime may be required as needed.

Beach Bank is a drug-free workplace

Equal Opportunity Employer

M/F/D/V