Are you a friendly, persuasive person? Are you known for producing excellent, polished work? Do you enjoy ensuring that every client has a completely positive experience? If this sounds like you, we want to hear from you. Kendall Bank is seeking a Client Service Specialist for our Spring Hill, KS branch.
The Client Service Specialist is the primary bank / brand ambassador who is often the first contact in the bank or over the phone. Performs retail branch duties - process transactions efficiently, professionally, and accurately; identifies client needs; promotes bank products and services; maintain and accurately balances teller cash drawer or recycler; open and close all depository accounts; assist with night depository, vault, and ATM duties. Adhere to all bank established policies, procedures, and overall banking/compliance regulations. Demonstrate a positive working environment with a can-do and collaborative focus which fosters our Mission, Vision and growth plans.
ESSENTIAL OBJECTIVES / FUNCTIONS & RESPONSIBILITIES / DUTIES - Answer main bank number or greet clients, prospects or vendors in person. Refer to other bank personnel as needed to provide extraordinary service.
- Proficiently performs basic transactions and tasks including but not limited to:
- Accept and process deposits, withdrawals, transfers, check cashing, loan payments and advances. Ensure proper Customer Identification (CIP) and Bank Secrecy (BSA) procedures are followed.
- Maintain proper cash levels and keep cash secure at all times. Accurately balance drawer, vault and Report variations in accordance with bank policy.
- Process daily teller capture, verifying accuracy of scanned documents including endorsements.
- Collects information for outgoing wire transfers up to specified
- Handle coin which requires bending and
- Open and close all depository accounts including personal and business accounts.
- Perform maintenance on accounts to include password resets and debit card limits among others.
- Obtain appropriate documentation and follow-up with clients after account opening; keep client officer apprised of any issues.
- Maintain up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
- Troubleshoot online and mobile banking issues. Service client accounts and requests accurately in accordance with bank policy and
- Represent the Bank in a highly professional manner.
- Maintain confidentiality; adhere to Kendall Bank policies and procedures; comply with State and Federal laws and regulations, and industry best practices.
- Reliable and predictable attendance.
- Other duties as assigned.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential responsibility / duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and / or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
EDUCATION AND / OR EXPERIENCE - Demonstrated success as a Client Services Specialist (sometimes referred to as "Teller") in a commercial bank strongly preferred.
- Previous cash handling required.
- Proven organizational skills and demonstrated success in a multi-task environment.
- High School diploma or equivalent.
LICENSE(S) OR CERTIFICATES KNOWLEDGE, SKILLS, AND ABILITIES - Attention to detail and follow through for task completion.
- Demonstrate well developed verbal communication skills.
- Strong interpersonal skills are necessary to work with internal and external team members.
PHYSICAL DEMANDS (i.e. travel, sit-ability, lifting, operating office equipment, etc.) - Light sedentary office work; some bending lifting with coin.
- Ability to travel between office locations as needed.
- Occasional travel outside the market area for training and seminars may be required.
TECHNOLOGY AND EQUIPMENT - Personal computer, including internet.
- MS Office; Internet; Remote Deposit.
- Telephone (voicemail)
SUPERVISORY RESPONSIBILITIES