CLIENT SOLUTIONS ADMINISTRATOR I
: Job Details :


CLIENT SOLUTIONS ADMINISTRATOR I

LINKBANK

Location: all cities,PA, USA

Date: 2024-11-05T09:47:44Z

Job Description:
Description:

General Responsibilities / Job Summary:

This employee would create a differentiating experience for all visitors to the solution centers. Responsible for achieving solution center goals through efficient and accurate transaction processing, while providing needs-based client solutions.

Essential Functions/Duties:

  • Embrace the LINK corporate values of LIVE, INTEGRITY, NURTURE, KNOWLEDGE and infuse those values throughout the company.
  • This position requires the employee to possess a positive attitude and willingness to learn, while providing superior client services to all members of LINKBANK.
  • Ensures a differentiating client experience through handling client transaction needs via in person, drive-thru, or telephone. This includes but is not limited to accepting deposit and withdrawals, cashing checks, processing mortgage & loan payments, loan advance requests, verifying cash & check endorsements, processing change orders, opening new accounts, online banking resolution, debit card resolution, safety deposit box access, and issuing Official Checks.
  • Process and log mail, night depository and ATM deposits (if applicable).
  • Maintaining Solution Center records and information in accordance with Retail Operations Guidelines to ensure operational soundness and compliance for audit purposes.
  • Accurately and efficiently completes Currency Transaction Reports and Reg CC Forms.
  • Responsible for daily balancing of cash drawers and vault; and filing and maintaining audit records of this process.
  • Ordering, sending, and balancing cash and coins for shipment to/from the Federal Reserve.
  • Ordering supplies and maintaining stock of items utilized in the Solution Centers.
  • Assist with training new employees and/or interns.
  • Supports team sales process by reviewing client profiles, offering additional solutions, and referring clients to the appropriate team member.
  • Adheres to internal controls, operational procedures, and risk management policies, while remaining informed of all changes to policies and procedures.
  • Other duties as assigned.
  • Requirements:

    Minimum Qualifications:

    Education/Training: High School Diploma or equivalent.

    Knowledge/Skills/Abilities:

    • Ability to juggle multiple priorities with clear direction from supervisor.
    • Attention to detail, problem solving and the ability to be proactive.
    • Basic knowledge of bank products and services.
    • Strong ability to comply with policies and procedures.
    • Strong computer knowledge and Microsoft Windows skills required.
    • Satisfactorily completes required annual regulatory training.
    • Strong client service skills with the ability to listen with professionalism, patience and empathy.
    • Strong interpersonal, communication, leadership and organizational skills.

    Experience: Prior teller experience preferred or at least 1 year cash handling and client service experience.

    Required Certification/Licenses:

    Travel Requirements: Ability to travel to all locations in the bank's footprint as needed.

    Physical and Mental Job Requirements:

    • Must be able to verbally communicate instructions and information clearly, concisely, and accurately to our clients and other employees.
    • Must be able to read and comprehend, sometimes complex schedules, and details to process correspondence accurately, while providing exceptional client service.
    • Manual dexterity for the functional operation of office equipment, computer terminal, and other office equipment.
    • Must have physical stamina for extended periods of standing and/or walking.
    • Must have visual acuity required to work at a computer terminal.
    • Mobility enough to coordinate activities in the department and lifting no more than 20 pounds may be required.

    Working Conditions:

    Indicate how often the following physical demands are required to perform the Essential Functions listed above.

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