Client Services Representative

Client Services Representative Lakeside Bank Rockwall, TX Job Details Full-time $16 - $19 an hour 1 day ago Benefits 401(k) Employee assistance program Life insurance Qualifications Customer service High school diploma or GED Cash register Math Customer relationship management Typing Cash handling Full Job Description Client Services Representative (CSR) Perform numerous functions including processing deposits, withdrawals, cashing negotiable items, processing loan payments, and cashier's checks while promoting the bank's products and services and providing excellent customer service.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Assumes responsibility for the efficient, effective, and accurate performance of CSR functions. Represents the bank in a courteous and professional manner. Receives and processes deposits. Receives and processes loan payments. Cashes checks and other negotiable instruments for clients. Examines documents for endorsements and negotiability. Processes transfers between accounts. Verifies and balances cash daily. Detects and resolves discrepancies promptly. Offers other Bank products to meet customer needs and strengthen the relationship. Follow CSR procedures consistently and adheres to compliance requirements. Other duties as assigned. Assumes responsibility for establishing and maintaining effective, professional business relations with clients. Ensures that client requests and inquiries are promptly resolved. Maintains privacy of customer information. Ensures that the Bank's quality reputation is maintained and projected. Assumes responsibility for related duties as required or assigned. Performs night drop functions as assigned. Performs related clerical duties as assigned. Ensures that work areas are clean, secure, and well maintained.

PERFORMANCE MEASUREMENTS CSR

functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. Cash is balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained. Good business relations exist with clients. Client problems and inquiries are courteously and promptly resolved. Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other CSRs and staff as needed. Supervisors are appropriately informed of area activities. Required reports and records are accurate, complete, and timely. Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services. The Bank's professional reputation is maintained and conveyed.

QUALIFICATIONS

Education/Certification:

High school graduate or equivalent.

Required Knowledge:

Understanding of Bank operations preferred.

Experience Required:

At least one year of related experience/cash handling required. Previous Bank Client Services Representative experience.

Skills/Abilities:

Good communication skills. Professional appearance, dress, and attitude. Good math skills. Good typing skills. Ability to operate related computer applications and business equipment including adding machine, copy machine, coin and money counting machines, and telephone.

Job Type:

Full-time Pay:

$16.00 - $19.00 per hour

Benefits:

401(k) Employee assistance program Life insurance Ability to

Commute:

Rockwall, TX 75032 (Preferred)

Work Location:

In person