Client service rep

POSTION SUMMARY

The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the banking center and customer service.

Duties and responsibilities include the following :

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Regular onsite attendance
• Flexible to work at other locations as needed
• Ability to work well with others in a team environment
• Provides accurate, efficient and exceptional customer service to internal and external customers
• Maintains knowledge of bank regulations, security and compliance responsibilities, products, policies, procedures and meets deadlines
• Satisfactorily completes all training required for the position

Profitability - The Client Service Representative I assists in the branch initiatives impacting the banking center's profitability.

• Teller Window- Accountable for accuracy with cash, checks and customer transactions. Maintains a neat and orderly work area.
• Operations- Follows confidentiality guidelines and understands basic bank procedures.
• Sales- Accountable for own referrals.
• Products- Has a basic understanding of Andover Bank products and services.
• Goals- Achieves referral goals following Introductory period and helps with branch goals.
• Knowledge- Passes assigned tests and courses.

Customer Service

Fully understands Andover Bank's service standards and must meet or exceed them.

Career Path

At a minimum, a Client Service Representative I should strive to understand and master the following to be considered for a Client Service Representative II in a 9-12 month time frame.

The following are recommendations and may not include all considerations required.

• Vault back-up
• Basic customer account maintenance
• Assist with ATM
• Order checks
• Branch end of day procedures
• Satisfactory balancing records
• Meets or exceeds service standards
• Minimal to no errors on customer transactions
• Efficient customer transactions
• Contributes to the overall team goals.
• Other duties as assigned

Requirements

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION / EXPERIENCE

High school diploma or general education degree (GED) required. Six months related sales or banking experience preferred.

LANGUAGE SKILLS

• Ability to read and comprehend simple instructions, short correspondence and memos.
• Ability to write simple correspondence.
• Ability to effectively present information in one-on-one and small group situations to customers and other employees of the organization.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

REASONING ABILITY

• Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
• Ability to deal with problems involving a few concrete variables in standardized situations.

OTHER QUALIFICATIONS

• Computer Skills : Ability to perform basic computer skills and operate computer programs.
• Proficient in Microsoft Word and Excel.
• Customer service skills

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel;

reach with hands and arms; and talk or hear.

• The employee is occasionally required to stand; walk; or climb; and stoop, kneel or crouch.
• The employee must regularly lift and / or move up to 10 pounds and occasionally lift and / or move up to 25 pounds.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORKING ENVIRONMENT / CONDITIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• No hazardous or significantly unpleasant conditions (such as a typical office)
• Noise level is usually moderate

Last updated : 2024-10-01