Client Service Representative; Part-time

Client Service Representative (Part-time)

• Job Tracking :
• Job Location
  :
  
  Ames, IA
• Job Level
  :
  
  Entry Level (less than 2 years)

TS Bank is seeking to hire a part‑time Client Service Representative for our location in Ames, Iowa. This position is responsible for contributing to sales targets by identifying and fulfilling simple sales opportunities and promoting bank products. This includes greeting customers and working closely with team members to ensure an optimal customer experience.

Preferred education and experience:
High school diploma or general education degree (GED) is required. One year of work experience in a client service representative role or similar experience is preferred. Formal training may be substituted on a year-for-year basis for the required work experience.

Starting Pay: $17.00/hr.

• Increase client retention and improve client experience by identifying clients by name; provide client service to individuals in person and over the telephone; assess each client's financial needs and address them effectively.
• Proficient in processing client transactions; verify client identity and documents; verify endorsements and funds available; check transaction for accuracy and completeness; issue receipts; monitor and balance cash drawer; reconcile differences.
• Provide the client with information on banking products and services; become familiar with products and services to make appropriate referrals; gather and organize client information, answer questions, make follow‑up calls; provide feedback to supervisor and affected bank personnel in other departments for referrals.
• Ensure security of assigned cash drawer; maintain proper amount of currency in cash drawer; monitor and balance cash drawer; reconcile differences; buy, sell, and verify currency; count and bundle currency; recognize counterfeit currency; complete logbooks and bank slips; process large currency orders; process mutilated/unfit currency; maintain needed supplies.
• Process bank deposits, loan payments, savings bonds, cash advances, fund transfers, etc.; issue official checks.
• Become proficient in banking regulations and requirements, such as Bank Secrecy Act, Currency Transaction Reporting, Monetary Instrument Log, and detecting/reporting suspicious/unusual activity.
• Respond to loan payoff inquiries; contact Credit Operations personnel or refer client as needed.
• Perform all other duties as assigned.
• Comply with all banking and company regulations, policies, and procedures.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals; write routine reports and correspondence; present information effectively and respond to questions from employees of company and the general public; possess good communication skills.
• Perform basic mathematical operations (add, subtract, multiply, divide) in all units of measure, using whole numbers, common fractions, and decimals; compute rate, ratio, percent and draw and interpret bar graphs.
• Operate telephone, personal computer, printer, copy machine, fax machine; use word processing, spreadsheet, and database software; advanced PC knowledge beneficial.
• Have reliable transportation to travel to and from work and other work‑related events, meetings, and client interactions.
• Job may require working before or after normal business hours, including weekends and overnight travel to meet deadlines and attend meetings or training programs.
• Assist clients with safe deposit box entry.

• 401(k) contribution and match
• Professional development expense allowance

EEO Employer/Vet/Disabled