Client Service Representative I
Oregon Pacific Bancorp
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:
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
- 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.
- 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.
- 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.
Vacancy posted 1 day ago
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