Client Service Representative I

Job Description

Job Description

JOB SUMMARY: Performs a variety of teller duties including paying out, receiving and keeping transaction records to existing and potential clients with efficient and accurate services.

JOB SPECIFICATIONS:

Education: High school graduate or equivalent

Experience: 6 months of teller, customer service or cash handling experience

ESSENTIAL FUNCTIONS:

• Use software applications as required by specific job functions
• Use procedures and forms relating to the activities of the assigned work unit
• Perform various account transactions such as receiving deposits, verifying cash and endorsements, ordering checks, processing wires, accepting loan payments, and selling cashier checks.
• Accept checks for cashing or paying; verify endorsements; identify clients and customers; insure validity of transactions
• Manage and balance cash within teller guidelines for position
• Assist with debit cards including ordering cards and researching transactions in core system
• Assisting clients in various ways including reconciling accounts, researching problems and resolving complaints or requests.
• Prepare change orders for commercial clients
• Willingness to learn about various kinds of accounts available to clients; cross-sell bank products and services where appropriate
• Serve clients courteously and expeditiously to ensure their satisfaction
• Teamwork: Support co-workers whenever help is needed to provide the highest level of client service and assist in completing department duties in a timely and efficient manner
• Be knowledgeable of bank compliance rules and adhere to all Bank, Federal and State policies, procedures, and banking regulations relating to this position
• Other duties as assigned to meet client and operational needs

SKILLS:

• Ability to communicate in person, by email, and phone in an effective and professional manner
• Competency with extensive face-to-face contact with clients
• Competency in providing exemplary client service in a professional manner
• Ability to interpret bank policies and procedures to clients
• Ability to tolerate stress and deal with clients under circumstances requiring tact and diplomacy
• Ability to handle large amounts of cash and make change
• Competency in basic mathematical skills such as calculating interest and percentages
• Ability to operate on-line teller terminal
• Ability to sit or stand for extended periods of time
• Ability to lift bags of coin up to 30 lbs.

RELATIONSHIPS:

• Responsible to the Branch Manager for the fulfillment of functions and responsibilities.
• Will have extensive contact with clients and the public, conducting relationships in a manner that will enhance the overall marketing effort of the bank.

CORE BEHAVIORS for DELIVERING ON THE PROMISE:

• Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
• Work Ethic . Be willing to go the extra mile for the client, whether internal or external.
• Influence. Be an active player in participating, building and contributing to service.
• Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
• Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
• Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
• Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
• Have a Sense of Community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.