Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
POSITION OVERVIEW
Under general supervision, this position is responsible for providing exceptional client service while performing a wide variety of tasks, including opening new deposit accounts, customary teller functions, and assisting clients with questions, changes, or concerns regarding new or existing accounts via phone, electronic mail, or in person.
This individual will also assist clients with inquiries regarding online, mobile banking, and remote deposit services.
ESSENTIAL FUNCTIONS AND JOB RESPONSIBILITIES
REQUIRED KNOWLEDGE AND EXPERIENCE
WORKING CONDITIONS/PHYSICAL DEMANDS
The environment for this position is a non-confined office-type setting that is mostly clean and comfortable. Little discomfort may be caused by such factors as noise, heat or dust. The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 20 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. May be exposed to potentially hazardous conditions i.e. robbery. Detailed instructions and procedures are provided to minimize risk.
Employee must assure compliance with all applicable State and Federal banking regulations, Bank policies and procedures, including but not limited to, the Bank Secrecy Act/Anti Money Laundering Program and Information Systems Security Policies.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.
BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.
Job Type: Full-time
Pay: $49,000.00 - $53,000.00 per year
Benefits:
Experience level:
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Work Location: In person
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