Client Service Representative

To apply for this position, go to our website Ohnward Bancshares, Inc.   

www.ohnward.com 

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• Apply Now  

POSITION SUMMARY                                                                                                                                    

This position is responsible for providing product and/or services information; resolving any emerging problems that our client accounts might face with accuracy and efficiency.  This position obtains and relays client feedback.   This position plays a fundamental role in achieving our client satisfaction and revenue growth objectives.  

KEY ORGANIZATIONAL RELATIONSHIPS                                                                                                      

• Reports to supervisor or Officer.  
• Works closely with clients and other departments.

DUTIES AND RESPONSIBILITIES                                                                                                                    

Essential Duties and Responsibilities

To perform this job successfully an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

• Opening and closing of client deposit, safe box, debit card accounts.
• Maintenance of account information and forms and any necessary reporting.
• Manage a large volume of calls, answer inquiries, walk-ins. 
• Generates sales leads. 
• Make referrals to other bank services.
• Cross-sells bank products by answering inquires; informing clients of new services and product promotions; ascertaining clients’ needs; directing clients to a branch representative. 
• Build sustainable relationships and trust with client accounts through open and interactive communication. 
• Assist clients with routine-related requests such as: fund transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges.  Inquiries about ATM and debit card usage and limits.  Inquiries about checking and savings accounts transactions, and available funds, check verification requests by third parties.
• Reconciles bank statements by comparing statements with general ledger.  Performs all necessary account, bank and other reconciliations.
• Research, track and resolve accounting problems.
• Issue checks for accounts payable and prepare payments for signature. 
• Record business transactions and key daily worksheets to the general ledger system. 
• Prepare a range of general clerical, accounting and bookkeeping support functions.
• Record charges and refunds.  
• Maintain client confidence and protects bank operations by keeping information confidential.
• Go the “extra mile” to build trust relationships, client loyalty and satisfaction. 
• Manage risk in every transaction and detect fraudulent transactions to prevent losses. 
• Resolve clients’ issues and provide relevant information.
• Performs other duties as assigned.   

SKILLS AND ABILITIES                                                                                                                                    

To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.

• Provides exceptional customer service by responding to requests for service and assistance and identifying and resolving problems in a timely manner.   Good people skills.
• Demonstrates accuracy and thoroughness.  Attention to details.
• General math skills, basic PC knowledge and familiarity with electronic equipment, provide solutions based on client needs, financial skills and documentation skills.
• Effective communication skills (speaking and listening), time management skills, and client satisfaction-oriented. 

EDUCATION AND EXPERIENCE                                                                                                                     

• High School diploma or GED equivalent required. 1-2 years’ experience preferred. 

BENEFITS: 

Stakeholder Bonus 

Health Insurance 

Dental Insurance 

Retirement Plan (401k) – 3% Safe Harbor Contribution Discretionary Contribution 

10 Observed Holidays 

PTO 

Group Term Life provided 

Short Term Disability - 100% provided by company 

Long Term Disability 

Maternity/Paternity Leave – 100% of pay 

Community Involvement 

Pay-It-Ohnward – Company Giving Program 

Grilling for Charity – Community Donations 

Thank God Its Monday (TGIM) Company Event          

To apply for this position, go to our website Ohnward Bancshares, Inc.   

www.ohnward.com 

• About Us 

• Careers 

• Apply Now  

Equal Opportunity Employer