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About The Position
The Client Services Specialist (CSS) is responsible for professionally responding to the immediate needs of clients related to transaction processing, online banking access, loan payments, and deposit account functionality. A CSS has cash handling responsibility and will use basic to moderate level mathematical skills to successfully balance their cash drawer daily. CSSs give excellent customer service by acting as the first point of contact for in-person and telephone client interactions.
Requirements
- Minimum of 0 to 1 years of relevant experience with requisite competencies.
- Highschool Diploma
- Acts as a team player with excellent interpersonal skills and develops partnerships
- Takes initiative by proactively identifying what needs to be done and acts
- Communicates effectively with excellent written and oral communication skills
- Exhibits problem-solving, analytical thinking, and decision-making skills
- Proficient computer skills including Microsoft Office (Word, Excel, Access)
- Must work in an efficient, systematic way
- Must display consistency, thoroughness, attention to detail, and strong organizational skills
- This position requires travel to support business needs, including team collaboration, internal trainings, and cross-functional initiatives. The frequency and duration of travel will vary based on organizational priorities and team needs.
Responsibilities
- Complete daily routine tasks by time sensitive deadlines including but not limited to night drop, mail deposits, incoming / outgoing mail, vault balancing, foreign item processing and end-of-day tasks (I, II)
- Process a variety of banking transactions including but not limited to check cashing, withdrawals, deposits, loan payments, monetary instruments, credit verifications and assisting clients in entering safe deposit boxes (I, II)
- Follow bank procedures regarding safeguarding of bank currency, i.e.?drawer, vault, coin and dual control responsibilities for vault?buys / sells and ATM / armored truck shipments (I, II)
- Follow bank procedures regarding ordering of currency and coin from Federal Reserve Bank and Bank of North Dakota (II)
- Follow bank procedures regarding federal and state regulations such as Bank Secrecy Act (BSA) and Regulation CC (I, II)
- Service and maintain Customer Identification Program (CIP), account data and/or various customer requests including but not limited to address changes, online banking password resets, account closing, stop payments and debit cards (I, II)
- Image and rescan over-the-counter transactions in ImageCentre software (I, II)
- Review BSA reports and create detailed notes regarding pertinent findings (II)
- Scan and index documents via FDM Scanning (II)
- Responsible for following Premier Experience service standards to internal and external customers in person, on the telephone and through email / mail communication (I, II)
- Perform unique Premier Experiences aimed to enhance / build community / customer relations (I, II)
- Attend Customer Experience (CX) Meetings and Core Value Celebration Calls (I, II)
