Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Keeps records of financial transactions for clients. Verifies, allocates, and posts details of business transactions to subsidiary accounts – posting from sales slips, invoices, receipts, check stubs, and computer printouts. Summarizes details in separate ledges and transfers data to general ledger. Reconciles and balances accounts. May compile reports to show statistics, such as cash receipts and expenditures, accounts payable and receivable, profit and loss, and other items pertinent to operation of business. May calculate employee wages and prepare checks for payment of wages. May prepare withholding, Social Security, and other tax reports. Oversees and gives guidance, assigns duties and helps bookkeepers.
II. Duties & Responsibilities
Maintains a thorough understanding of departmental procedures and company policy.
Performs detailed research/adjustment functions.
Maintains/monitors Bookkeepers workload and employee schedules.
Ensures adequate coverage of all duties is maintained in order to meet daily deadlines and acts as back- up to cover staff shortages.
Responsible for compliance with established departmental procedures and processes. Utilizes appropriate departmental checklist and standard forms.
Resolves processing problems.
III. Knowledge & Experience
Four year accounting degree or equivalent experience required.
IV. Skills, Abilities, Qualifications or Expectations
Potential candidates should have good communication and computer skills and be team players who are motivated to work in a fast-paced environment. Must be customer focused and able to juggle multiple tasks.
Develop collaborative relationships with diverse people and points of view
Interpersonal Communication
Business writing skills
Communicate effectively across various cultural groups.
Excellent verbal and written communication skills
V. Environmental Conditions
Normal office environment.
**This position may be required to work weekends depending on workflow and busy seasons.
An Equal Opportunity Employer-M/F/D/V
Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.
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