Sr. Client Services Specialist

• Branch expert in opening new account utilizing Bank’s new account platform.
• Accurately produce signature cards and other documents, disclosures timely and efficiently.
• Maintain a high level of service to Bank Customers.
• Assist customers with problem resolution in order to maintain a high level of customer satisfaction. Act as the initial escalation point for problem resolution.
• Proficient in all teller, safe deposit, ATM balancing and all related systems platforms.
• Input wires as required.
• New account callback of accounts opened by other CSS’ 
• Thorough understanding of legal documentation requirements for both consumer and business accounts.
• Act as dual custodian for vault, cash, keys, etc.
• Perform clerical tasks such as filling, copying, scanning.
• Answer general phone line, resolve customer inquiries and or forward calls as appropriate.
• Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts. 
• Responsible for identifying cross sell opportunities and acting on them as appropriate.
• Perform other duties as assigned or needed.

This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML.  The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer.  Additionally, the employee is required to understand and follow the Bank’s compliance program.

• Minimum 5 years banking experience
• Minimum 2 years new account experience.
• Minimum of 1 year sales experience.
• Knowledge of Bank policies and procedures and regulatory compliance.
• Cash handling experience required.

• Customer Focus
• Technical Skills
• Problem Solving
• Planning/Organizing
• Judgment
• Team Work
• Composure

• Regularly required to talk or listen
• Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
• Required to sit for long periods of time
• Occasionally required to stand and walk
• Occasionally required to lift up to 25 pounds
• Specific vision abilities required by this position include close vision and the ability to focus.
• Employee may be required to travel occasionally between banking offices