Client Services Associate I

Job Title

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

Requirements:

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

Education:

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