Client Services Officer

Job Description

Job Description

Description:

POSITION OVERVIEW

Responsible for promoting a positive and professional image of the Bank by providing efficient and courteous customer service, cross-marketing products and services to generate new business for Golden Valley Bank when appropriate. Responds to customer inquires in person, e-mail, or by telephone in a confidential, timely and accurate manner.

ESSENTIAL FUNCTIONS

1. Willingness to support office operational activities, including maintaining a cash can and performing the duties of a Client Services Specialist as needed.
2. Take ownership of customer needs and act as their advocate to ensure that services and products requested are received.
3. Process customer inquiries, complaints or errors in a timely manner in accordance with Bank policies and procedures.
4. Prepares and maintains account paperwork, including signature cards, check orders, debit card orders, IRA, CD accounts, transfers and service charges. Relates complete account information to customers in a timely manner.
5. Generates New and Closed Accounts Reports weekly.
6. Assist Office Manager in monitoring customer service area for adherence to all the Bank’s policies and procedures.
7. Process Elan (Visa) applications, along with receiving Elan (Visa) payments for accounts.
8. Log daily Elan (Visa) balance sheet and balance monthly reports.
9. FISERV token responsibility.
10. Order new Debit Cards and replacement PINs as needed.
11. Ensure all new account information is obtained according to Bank policy, including BSA and CIP. Properly document all new accounts; perform risk assessments and other policy requirements.
12. Assist in balancing of the Cash Recycler daily and auditing as appropriate.
13. Assist the Office Manager with opening and closing procedures of the Office; including preparation of negotiable items, balancing of negotiable items and selling of teller cash and closing procedures.
14. Ensure appropriate online general ledger entries are processed.
15. Prepare monthly certifications as assigned to ensure timely preparation.
16. Represent Golden Valley Bank with a high level of integrity and professionalism.
17. Adhere to the Bank’s policies and support Management decisions and goals in a positive, professional manner.
18. Compliance with the Bank Secrecy Act, OFAC and USA Patriot Act including reporting suspicious activities to BSA Officer.

PROFICIENCIES

1. Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.
2. Solid word processing and computer database skills with knowledge of Microsoft Office applications.
3. Effective interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels; ability to work independently and as part of a team.
4. Ability to take initiative and prioritize tasks; good time-management, organizational, problem-prevention and problem-solving skills.
5. Solid understanding of computer transactions needed to perform operational tasks, with the ability to read histories and interpret account activity.
6. Ability to maintain a high degree of accuracy in handling cash, balancing cash drawer and recording daily transactions.
7. Excellent customer service skills.
8. Strong analytical ability with active listening skills.
9. Ability to work accurately with close attention to detail.
10. Willingness to adapt to changing business needs and deadlines.
11. Ability to study and apply new information.
12. Exhibit a professional, businesslike appearance and demeanor.
13. Ability to maintain confidentiality of sensitive information.
14. Possess a work ethic that includes neatness and punctuality.

EDUCATION AND EXPERIENCE

1. High school diploma or equivalent.
2. At least three (3) years of operations experience within a financial institution.
3. Previous cash handling and/or customer service experience.
4. Must possess a valid California State driver’s license.
5. Must be bondable.

ABOUT US

At Golden Valley Bank, we pride ourselves on delivering an experience unlike any other. Take our commitment to customers, staff and community - the foundation of true community banking. It's our passion to help businesses grow, help make dreams a reality and better our local economy. We believe this passion for our community starts with our employees. Encouraging our staff to be involved in the organizations and non-profits who strive to make a difference allows them to connect, engage and better understand community needs. The power of community starts at home with our Golden Valley Bank family.

We proudly offer excellent benefits to our full-time employees:

• Vacation and Sick Paid Time Off
• Generous Paid Holidays
• Employer Matching 401(k)
• Medical, Dental and Vision Benefits
• Employee Assistance Program
• Company Paid Long Term Disability, Life, AD&D Insurance

EQUAL EMPLOYMENT OPPORTUNITY

Golden Valley Bank is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity of expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis.