Client Service Representative

Job Title:

Client Service Representative Department:

Operations Date:

03.24.2023

Reports To:

Client Service Supervisor or Branch Manager FLSA Status:

Non-Exempt

JOB SUMMARY

Assist clients on a daily basis. Services include opening new accounts, account changes, promotion and cross-selling of bank products and services.

ESSENTIAL JOB FUNCTIONS

include but are not limited to: Interviews customers to obtain information and explain available financial products including Checking (DDA) and Savings (SAV) accounts, Safe Deposit Boxes, Time Deposits (CDs), Retirement accounts (IRAs). Implement and provide support for available services including Online Banking, Debit Card, Merchant Visa/MasterCard services and Visa Gift card. Process Stop Payments, Error Resolutions under Regulation E, customer address changes. Compile outgoing wire transfer instructions and process transactions to affected accounts. Reconcile Safe Deposit applications (Main Bank) Maintain Safe Deposit vault area and records, if applicable. Taking customer telephone calls Addressing customer's inquiries and directing customer to appropriate Bank personnel. Knowledgeable in all applicable regulations

ADDITIONAL RESPONSIBILITIES

Perform other duties and projects as required by management.

MINIMUM QUALIFICATIONS FOR CONSIDERATION

High School Diploma

KNOWLEDGE, SKILLS, AND ABILITIES

Strong proficiency in PC skills Excellent verbal and written communication skills Ability to multi-task Good interpersonal skills; able to work well with a wide range of people Strong organizational and time management skills Good analytical skills Demonstrate resourcefulness and ability to take initiative in development and completion of projects Strong sense of customer service

PHYSICAL REQUIREMENTS

This work is sedentary and requires the following physical activities: Sitting for long periods of time; occasional bending, squatting, kneeling, stooping; good finger dexterity and feeling; frequent repetitive motions; talking, hearing and visual acuity. Frequent lifting of up to 25 pounds of paper, equipment, and Safe Deposit boxes.

WORKING CONDITIONS

Normal office environment

NOTE:

The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position. First National Bank & Trust of Ardmore is an

EOE, Including Disability/Vets Pay:

From $35,320.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Professional development assistance Referral program Retirement plan Tuition reimbursement Vision insurance

Education:

High school or equivalent (Required)

Experience:

Banking:

1 year (Preferred) Customer service: 1 year (Preferred) Ability to

Commute:

Lone Grove, OK 73443 (Required)

Work Location:

In person