Home » Client Service Representative – PT – Sequim Village Branch Sound Community Bank Sequim, WA 98382

Client Service Representative – PT – Sequim Village Branch Sound Community Bank Sequim, WA 98382

Website Sound Community Bank

New Client Service Representative – PT – Sequim Village Branch jobs are open in Sequim, WA 98382. The jobs are offered by Sound Community Bank.

Brief Details

Job: Client Service Representative – PT – Sequim Village Branch

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Company: Sound Community Bank
Location: Sequim, WA 98382

Job Description

POSITION DESCRIPTION

The CSR I is responsible for delivering excellent service through personalized, efficient, and accurate handling of client needs. The duties of the CSR I include but are not limited to; processing all teller transactions, answering phones and following up on client inquiries. The CSR I will be responsible for identifying referral opportunities, and making qualified referrals to branch leadership team and business partners.

POSITION QUALIFICATIONS

High School diploma or GED required. Minimum of 1 year cash handling or customer service experience. Skill competencies required include, but are not limited to:

Excellent relationship building and interpersonal skills.
Strong client focus and effective listening skills.
Cash handling skills with good balancing record.
Strong attention to detail.
Flexible with shifting priorities.
Ability to work both independently and as a team player.
Strong organizational and multi-tasking skills in a fast-paced environment.
Practice ethical behavior and understand the need for confidentiality.
Branch hours to include Saturday hours.
RELATIONSHIP AND CONTACTS

Within Bank

The CSR I maintains a close working relationship with the Branch Operations Manager, Hub/Branch Manager, and all members of the Branch Retail staff.

Outside Bank

The CSR I maintains frequent and close working relationships with clients, and members of the community.

POSITION RESPONSIBILITIES

Responsibility #1 Customer Service

Provide excellent customer service skills and meet service standards.
Actively listens for client needs and makes recommendations.
Responds to client inquiries and requests in a timely manner.
Quickly identifies problems that arise and provide resolution or referral.
Answers calls and reply to emails within service standards.
Works cooperatively with supervisor or appropriate department to resolve issues to the client’s satisfaction.
Responsibility #2 Transaction Management

Accurately and efficiently processes a variety of client financial transactions in accordance with established policies and procedures.
Consistently balance cash drawer within established guidelines.
Performs a variety of general tasks such as completing forms, maintaining files, and reviewing daily reports.
Ensures required forms associated with transactions are submitted to the proper department in a timely manner.
Ensures compliance with BSA and other regulations associated with this position.
Demonstrates proficiency in identifying suspicious activity and ensuring completion of required reports in accordance with BSA regulations and internal policies and procedures.
Responsibility #3 Communication

Demonstrates interpersonal skills along with the ability to maintain a professional, outgoing, and pleasant demeanor at all times.
Communicate effectively to relevant parties verbally and in written form.
Ability to gather, analyze and integrate information effectively.
Seek solutions for clients, behave professionally and listen actively.
Accepts responsibility for own actions and accepts coaching.
Actively participates in team meetings.
Responsibility #4 Branch Financial Performance

Actively supports the organizations sales objectives and campaigns by cross-selling products or by referring clients to appropriate business lines as needed.
Consistently achieves goals.
Completes all required compliance training and other training in a timely manner.
Actively participates in self-development and training to increase productivity.
Provides ongoing relationship review with existing clients to maintain rapport and gain additional business.
Sound Community Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law.

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