Client Services Representative (Banking), Sr. jobs in Alexandria, LA

Major Duties & Responsibilities

• Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders to members; transfers amounts from member accounts as directed.
• Posts transactions to member accounts and maintains member records.
• Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service.
• Cross-sells credit union services.
• Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.

Expectations

• Accept deposits, loan and VISA payments, and enter into teller system.
• Receive payments for mortgage, installment and share secured loans, ensuring that payments equal the amount due and that all late charges, if applicable, are collected.
• Examine checks for endorsements and negotiability.
• Provide members with proper receipts for payments.
• Direct received loan paperwork to other proper departments (title information to Title Clerk).
• Process member mail and night deposit transactions and assist members with phone transactions.
• Provide member with account status, including current balances and loan pay-offs in person and over the phone.
• Process coin and loose change for members.
• File new member accounts and other forms as needed.
• Balance personal teller drawer and checks daily.
• Perform other duties as assigned.

Knowledge, Skills and Abilities

• Experience: Up to six months of similar or related experience.
• Education: A high school education or GED.
• Interpersonal Skills: Kindness, courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
• Other Skills: Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names.

Job Type: Full-time

Pay: $10.00 - $14.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Cash handling: 1 year (Preferred)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Work Location: Multiple locations