Client Services Specialist

Description The Client Services Specialist (CSS) is responsible for professionally responding to the immediate needs of clients related to transaction processing, online banking access, loan payments, and deposit account functionality. A CSS has cash handling responsibility and will use basic to moderate level mathematical skills to successfully balance their cash drawer daily. CSSs give excellent customer service by acting as the first point of contact for in‑person and telephone client interactions. Complete daily routine tasks by time‑sensitive deadlines, including night drop, mail deposits, incoming/outgoing mail, vault balancing, foreign item processing and end‑of‑day tasks. Process a variety of banking transactions, including check cashing, withdrawals, deposits, loan payments, monetary instruments, credit verifications, and assisting clients in entering safe deposit boxes. Follow bank procedures regarding safeguarding of bank currency, i.e. drawer, vault, coin and dual‑control responsibilities for vault buys/sells and ATM/armored truck shipments. Follow bank procedures regarding ordering of currency and coin from Federal Reserve Bank and Bank of North Dakota. Follow bank procedures regarding federal and state regulations such as the Bank Secrecy Act (BSA) and Regulation CC. Service and maintain Customer Identification Program (CIP), account data and/or various customer requests, including but not limited to address changes, online banking password resets, account closing, stop payments and debit cards. Scan and index documents via FDM Scanning. Responsible for following Premier Experience service standards to internal and external customers in person, on the telephone and through e‑mail/mail communication. Perform unique Premier Experiences aimed at enhancing / building community / customer relations. Requirements Minimum of 0 to 1 years of relevant experience with requisite competencies. High school Diploma. Acts as a team player with excellent interpersonal skills and develops partnerships. Takes initiative by proactively identifying what needs to be done. Communicates effectively with excellent written and oral communication skills. Exhibits problem‑solving, analytical thinking, and decision‑making skills. Proficient computer skills including Microsoft Office (Word, Excel, Access). Must work in an efficient, systematic way. Must display consistency, thoroughness, attention to detail, and strong organizational skills. Travel Requirement This position requires travel to support business needs, including team collaboration, internal trainings, and cross‑functional initiatives. The frequency and duration of travel will vary based on organizational priorities and team needs. Disclosure This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees. All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise. The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience, and geographic location. Full‑time employees are also eligible for a competitive bonus and benefits package. #J-18808-Ljbffr