Client Services Representative (Rochester)

Client Services Representative (Rochester) West Bank - 3.5 Rochester, MN Job Details Full-time $44,000 - $50,000 a year 4 hours ago Benefits Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Employee assistance program Vision insurance 401(k) matching Qualifications Opening bank accounts Some college Record keeping Managing customer accounts Customer communication Community outreach programs Customer relationship building Client onboarding Financial transaction processing Greeting customers Promoting bank products High school diploma or GED Business development Productivity software Account management Communication skills Balancing end-of-day transactions Entry level Customer complaint resolution Client interaction via phone calls

Full Job Description Purpose:

This position serves our customers by effectively and efficiently processing both financial and non-financial transactions. Serving as our customer's initial point of contact in the branch, this position helps the bank build strong relationships by providing an outstanding community banking experience. Essential Duties & Responsibilities Build Strong Relationships by acting as the bank's initial contact with its customers as they enter the branch. Consistently providing an outstanding service experience for every bank customer as you perform the following functions:

Effectively and Efficiently Process Customer Transactions:

Meet and exceed bank service standards, greeting and acknowledging each customer and making them feel welcome while closely following bank processes and security procedures. (20%)

Teller Operations:

Ensure that all duties in the teller area are completed accurately and timely, including branch capture and coin machine balancing/operating. Open up Safe Deposit Boxes for customers. (50%) Actively Assist In Service, Maintain, Retain, and Grow Customer Accounts. Manage customer on-line records. Resolve basic customer service issues, unauthorized purchases, on-line banking help, debit cards, account balancing, and various account questions. Assist with walk-in customer traffic, answer customer calls related to product questions, issues, rates, etc. Ask discovery questions during service transactions. Process ATM Deposits/Do Monthly Security Audit for Bank. Monitor and review customer account status. Open new accounts, debit cards, check orders, etc. Complete on-boarding process. (20%)

Business/Customer Development:

Using a service centered approach, assist the bank in developing its customer base and product distribution by identifying customer needs and referring them to the appropriate person or product (or addressing need when appropriate).

Specifically responsible for:

Working in tandem with the banking staff in developing new customer relationships and expanding services to existing commercial banking relationships, with the goal of increasing core deposits and revenues

Build Strong Communities:

Participate in community events, including staffing at least two events (art festivals, community celebrations, etc.) and participating in at least two community festivals (parades, bank-sponsored outreach events, etc.) per year. (5%)

Teamwork:

Work as a team with other Bankers to complete daily tasks, demonstrating respect and professionalism, being prompt, and minimizing unplanned absences. Provide high levels of service to our internal colleagues with the understanding that our levels of internal service directly impact the service we can provide to our external customers. Be flexible and accepting of changes in schedule, assignments, responsibilities or hours worked. (5%) Qualifications (Include Education and Experience): High School Diploma, some post- secondary education a plus. Previous cash handling and customer service experience important, prior experience as a teller strongly preferred. Knowledge and use of MS Office Products, cash and currency equipment helpful. Excellent communication and service skills very important. Attention to detail.

Job Type:

Full-time Pay:

$44,000.00 - $50,000.00 per year

Benefits:

Bonus opportunities 401(k) with dollar or dollar matching Paid Time Off Health Insurance Dental and Vision Insurance Employee assistance program Tuition reimbursement

Education:

High school or equivalent (Preferred)

Experience:

Banking:

1 year (Preferred)

Customer Service:

1 year (Preferred)

Work Location:

In person Questions? Call Jill Hansen 515-222-2305.