Client Service Specialist
Listed on 2026-09-12
-
Customer Service/HelpDesk
Bank Customer Service, Bilingual -
Finance & Banking
Bank Customer Service
Community State Bank is seeking a Full-Time Client Service Specialist to join our dynamic Retail Banking team at our Kendallville, Indiana branch. The ideal candidate would generally work Monday through Friday 8:30am to 5:15pm and every other Saturday 8:45-12:15 to include a half day during the week with an average of 36 hours per week
. Prior customer service and cash handling experience is helpful. Prior banking experience is not required.
Job Title: Client Service Specialist Trainee Reports To: Client Service Manager Supervises: None Division: Retail FLSA Classification: Non-Exempt Pay Rate: Hourly Position
Purpose:
The Client Service Specialist (CSS) Trainee position is an entry level front-line position. The CSS Trainee will be trained to become a CSS I and will be responsible for providing exceptional client service while handling basic front-line client transactions and inquiries.
Education: A high school diploma or equivalent required.
Experience: No banking experience required. Customer service and cash handling experience preferred.
Skills: Professional verbal and written communication skills; ability to type at least 30 wpm; proficiency with Microsoft Office software such as Word, Excel, PowerPoint, and Outlook; fluent communication in the English language; ability to travel occasionally between Bank locations as needed.
Essential duties include, but are not limited toCSB Cultural Expectations- Commit to learning, integrating, and modeling CSB’s ‘I CREATE’ core values:
Integrity, Communication, Respect, Encouragement, Accountability, Trust, and Equality - Align to bank-wide vision, mission, and business objectives
- Commit to continuous personal and professional growth in the areas of teamwork, client service, and job specific competencies
Job Duties
- Practice an exceptional standard of client service/hospitality
- Maintain a “client first” approach for both external and internal customers
- Create an observably positive experience for clients
- Work with teammates to create a collaborative environment in serving the customer
- Support and celebrate teammates’ growth
- Adhere to schedule (timeliness)
- Maintain a positive attitude of helping other team members, inside and outside of the branch with consideration of the ever-changing landscape of staffing, training, and process improvement
- Be willing to ask questions in order to balance the risk to the bank and meeting customer needs
- Exhibit a strong commitment to accuracy and attention to detail in transactions, cash drawer management, confidentiality, and client account maintenance
- Demonstrate the strong communication skills and practices necessary for interactions with customers, the Client Service Manager, the Branch Manager, and colleagues
- Exhibit a willingness to ask for help when necessary and offer it when needed
- Learn all basic client service transactions, including deposits, withdrawals, payments, cashier’s checks, money orders, check cashing, etc.
- Learn how to adhere to signing and transaction authority limits, branch security requirements, cash handling security procedures, and dual control procedures
- Begin to learn signs of fraud and watch for fraudulent cash and transaction activity in order to protect the bank and clients
- Begin to learn and comply with all applicable banking regulations and related procedures, including Reg CC, Reg B, Reg P, Bank Secrecy Act, etc.
- Complete CSS Trainee training and begin CSS I training within 3-6 months of position start date
- Frequent sedentary work that primarily involves sitting/standing for extended periods
- Frequent repetitive motions that include the hands and/or fingers
- Constant reaching with hands and arms
- Constant operation of a computer and other office productivity…
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