At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIESThe Client Services Representative is responsible for proactively looking for opportunities to deepen and enhance existing relationships and establishing new client relationships; assisting with all service related issues; processing all new account transactions; assisting clients in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing all account types; promoting business for the Bank by providing exceptional quality customer service; and performing branch clerical duties as needed.The incumbent will:
- Interview clients to obtain information and establish proper identification of new clients while determining needs
- Assist clients in their selection of various accounts, products and financial services available from the Bank
- Ensure cross-selling opportunities are presented by applying professional sales techniques
- Make decisions in regard to the opening of new accounts; assigning account numbers; completing forms requiring client signature(s); checking credit history; accepting initial deposits; preparing all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing
- Print temporary checks for use until ordered checks arrive, ensuring all client information is correct
- Represent the Bank in various community, civic and community reinvestment functions to further enhance the Bank's image and develop additional business
- Provide exceptional customer service by answering client questions; investigating and correcting errors; and resolving problems or other issues
- Issue official checks
- Perform safe deposit duties by opening accounts, controlling access, assisting clients and processing affiliated reports (in certain locations)
- Receive and process stop payment and hold orders
- Present funds received from client to teller for initial deposits; determine funds availability and obtain receipt for client
- Process credit reports, wire transfers, credit card orders, address changes, check and deposit slip orders and endorsement stamp orders
- Answer telephones and direct calls to proper Bank personnel
- Process debit card applications, card ordering and file maintenance
- Cross-train less experienced branch personnel
- Prepare routine letters, reports and forms
- Assist with Teller duties as needed
- Operate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
- Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.Note: Additional duties and responsibilities may be assignedMINIMUM QUALIFICATIONS
- High school diploma or equivalent
- Six (6) months of customer service related Teller experience
- Knowledge of basic accounting
- Knowledge of and training on federal and state consumer compliance laws
- Ability to analyze and interpret various financial data
- Good organizational skills
- Good written and verbal communication
- Experience using Microsoft Outlook, Word and Excel
- Good data entry/keyboarding and math skills
- Excellent customer service skills
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONSThe physical requirements and environmental conditions of this position consist primarily of:
- Sustained standing and sitting
- Frequently typing using a keyboard and/or calculator
- Occasional lifting of basic office files or equipment up to 20 lbs
- Normal office environment with comfortable internal temperatures and low level noise
EOE/AA