Client Service Specialist

Community State Bank is seeking a Full-Time Client Service Specialist to join our dynamic Retail Banking team at our Kendallville, Indiana branch. The ideal candidate would generally work Monday through Friday 8:30am to 5:15pm and every other Saturday 8:45-12:15 to include a half day during the week with an average of 36 hours per week. Prior customer service and cash handling experience is helpful. Prior banking experience is not required.

Job Title: Client Service Specialist Trainee

Reports To: Client Service Manager

Supervises: None

Division: Retail

FLSA Classification: Non-Exempt

Pay Rate: Hourly

Position Purpose: The Client Service Specialist (CSS) Trainee position is an entry level front-line position. The CSS Trainee will be trained to become a CSS I and will be responsible for providing exceptional client service while handling basic front-line client transactions and inquiries.

Job Requirements

Education: A high school diploma or equivalent required.

Experience: No banking experience required. Customer service and cash handling experience preferred.

Skills: Professional verbal and written communication skills; ability to type at least 30 wpm; proficiency with Microsoft Office software such as Word, Excel, PowerPoint, and Outlook; fluent communication in the English language; ability to travel occasionally between Bank locations as needed.

Essential duties include, but are not limited to:

CSB Cultural Expectations

• Commit to learning, integrating, and modeling CSB’s ‘I CREATE’ core values: Integrity, Communication, Respect, Encouragement, Accountability, Trust, and Equality
• Align to bank-wide vision, mission, and business objectives
• Commit to continuous personal and professional growth in the areas of teamwork, client service, and job specific competencies
  
  
  

General Job Duties

• Practice an exceptional standard of client service/hospitality
• Maintain a “client first” approach for both external and internal customers
• Create an observably positive experience for clients
• Work with teammates to create a collaborative environment in serving the customer
• Support and celebrate teammates’ growth
• Adhere to schedule (timeliness)
• Maintain a positive attitude of helping other team members, inside and outside of the branch with consideration of the ever-changing landscape of staffing, training, and process improvement
• Be willing to ask questions in order to balance the risk to the bank and meeting customer needs
• Exhibit a strong commitment to accuracy and attention to detail in transactions, cash drawer management, confidentiality, and client account maintenance
• Demonstrate the strong communication skills and practices necessary for interactions with customers, the Client Service Manager, the Branch Manager, and colleagues
• Exhibit a willingness to ask for help when necessary and offer it when needed
• Learn all basic client service transactions, including deposits, withdrawals, payments, cashier’s checks, money orders, check cashing, etc.
• Learn how to adhere to signing and transaction authority limits, branch security requirements, cash handling security procedures, and dual control procedures
• Begin to learn signs of fraud and watch for fraudulent cash and transaction activity in order to protect the bank and clients
• Begin to learn and comply with all applicable banking regulations and related procedures, including Reg CC, Reg B, Reg P, Bank Secrecy Act, etc.
• Complete CSS Trainee training and begin CSS I training within 3-6 months of position start date
  
  
  

Physical Demands

• Frequent sedentary work that primarily involves sitting/standing for extended periods
• Frequent repetitive motions that include the hands and/or fingers
• Constant reaching with hands and arms
• Constant operation of a computer and other office productivity machinery, such as a calculator, copy machine, phone
• Constant written and verbal communication with others to exchange information
• Constant state of awake and alertness
• Occasional stooping, kneeling, or crouching
• Frequently speaking and listening to coworkers and clients both in person and on the phone
• Constant in-person attendance at job site
• Occasional travel to a branch or client location
• Occasional lifting of up to 25 pounds
• Occasional exposure to adverse weather conditions
• Constant exposure to moderate office noise levels in a group setting
  
  
  

Community State Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.