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Also referred to as: Banking Services Customer Representative, Customer Sales and Service Representative
Requirements and Responsibilities

Client Services Representative (Banking) processes basic branch service transactions to ensure customer satisfaction. Delivers in-branch services to existing and new customers including opening and closing accounts, redeeming bonds, and money transfers. Being a Client Services Representative (Banking) identifies cross-sell opportunities. Familiar with all bank products and understands detailed processing procedures. Additionally, Client Services Representative (Banking) requires a high school diploma or equivalent. Typically reports to a supervisor or manager. The Client Services Representative (Banking) may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area.

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