Client Services Representative

Job Description

Job Description

At ServisFirst, Our Name is Our Mission. 

 

 

DUTIES AND RESPONSIBILITIES

 

The Client Services Representative is responsible for proactively looking for opportunities to deepen and enhance existing relationships and establishing new client relationships; assisting with all service related issues; processing all new account transactions; assisting clients in their selection of various accounts and financial services; cross-selling the Bank’s products and services; opening, maintaining and closing all account types; promoting business for the Bank by providing exceptional quality customer service; and performing branch clerical duties as needed.

 

The incumbent will: 

 

• Interview clients to obtain information and establish proper identification of new clients while determining needs 
• Assist clients in their selection of various accounts, products and financial services available from the Bank 
• Ensure cross-selling opportunities are presented by applying professional sales techniques
• Make decisions in regard to the opening of new accounts; assigning account numbers; completing forms requiring client signature(s); checking credit history; accepting initial deposits; preparing all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing
• Print temporary checks for use until ordered checks arrive, ensuring all client information is correct
• Represent the Bank in various community, civic and community reinvestment functions to further enhance the Bank’s image and develop additional business
• Provide exceptional customer service by answering client questions; investigating and correcting errors; and resolving problems or other issues
• Issue official checks 
• Perform safe deposit duties by opening accounts, controlling access, assisting clients and processing affiliated reports (in certain locations)
• Receive and process stop payment and hold orders
• Present funds received from client to teller for initial deposits; determine funds availability and obtain receipt for client
• Process credit reports, wire transfers, credit card orders, address changes, check and deposit slip orders and endorsement stamp orders
• Answer telephones and direct calls to proper Bank personnel
• Process debit card applications, card ordering and file maintenance
• Cross-train less experienced branch personnel
• Prepare routine letters, reports and forms
• Assist with Teller duties as needed
• Operate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
• Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies 

 

Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

 

Note: Additional duties and responsibilities may be assigned

 

MINIMUM QUALIFICATIONS

• High school diploma or equivalent
• Six (6) months of customer service related Teller experience
• Knowledge of basic accounting
• Knowledge of and training on federal and state consumer compliance laws
• Ability to analyze and interpret various financial data
• Good organizational skills
• Good written and verbal communication
• Experience using Microsoft Outlook, Word and Excel 
• Good data entry/keyboarding and math skills
• Excellent customer service skills 

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

 

The physical requirements and environmental conditions of this position consist primarily of:

 

• Sustained standing and sitting
• Frequently typing using a keyboard and/or calculator 
• Occasional lifting of basic office files or equipment up to 20 lbs
• Normal office environment with comfortable internal temperatures and low level noise

EOE/AA