What are the responsibilities and job description for the Client Services Associate I position at CBI Bank & Trust?
Description
GENERAL DESCRIPTION:
ELIGIBILITY FACTORS:
GENERAL DESCRIPTION:
- Reviewing reports for accuracy; processing and balancing various transactions
- Verification and check-back of work performed by others; completing maintenance, research, disputes, payment decisions, returns, etc.
- Assists with the majority of incoming customer calls – providing customers with exceptional customer service, as well as answers and solutions to their questions and financial needs.
- Resource for internal customers – providing support and answers to employees as they assist their external customers.
- Performs corrections as needed for end of year tax records.
- Provides support for the Banks debit card program.
- Reviews end of the year deposit tax notices prior to mailing and assists customers with questions on their deposit tax notices.
- Communicates with the department managers and appropriate staff personnel to bring awareness to any concerns, trends, customer issues, etc. that need to be discussed, researched and explored.
ELIGIBILITY FACTORS:
- Must have exceptional oral, written, and interpersonal communication skills
- Ability to apply common sense to carry out instructions, understand procedures, write correspondence, and speak clearly to customers and employees.
- Possess a working knowledge of Microsoft Word and Excel.
- In addition must be self- motivated, a good problem solver and detail oriented.
- Associate’s degree (AA) or equivalent from a two-year college or technical school; or two or more years of related experience and/or training; or the equivalent combination of education and experience preferred.