Client Service Representative - Branch: Cass

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Regular Full-Time NE
- Cass, Omaha, NE, US

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets:
Iowa, Nebraska and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

** REQUIRED

WORK SCHEDULE:

Monday - Friday from 8:30am - 5:30pm and every other Saturday morning.**

JOB SUMMARY

This position is responsible for providing prompt and efficient transaction services to clients. This position requires professional customer focus, achievement of service standards, a high degree of accuracy and adherence to Bank policies and procedures.

ESSENTIAL FUNCTIONS

• Consistently provides the highest level of professional service by following the Personal Interaction Expectations (PIEs).
• Assists customers with inquiries in-person and over the telephone in a professional manner.
• Accurately answers general customer inquiries regarding transactions.
• Provides a seamless transition to banker in person or over the phone for more complex transactions.
• Evaluates customer concern to identify appropriate action.

Accurately Processes Customer Transactions (45%)

• Accurately processes transactions to include but not limited to demand deposit accounts, savings accounts, check cashing, cashier’s check, credit card payments, and loan payments.
• Utilizes resources and tools to navigate client account portfolio(s) within the Bank software.
• Understands debits and credits as related to transaction balancing.
• Maintains required cash drawer limits and adheres to drawer security procedures.
• Balances cash drawer according to procedures and maintains assigned balancing ratio.
• Communicates offages with supervisor immediately to research discrepancies according to balancing standard guidelines.
• Adheres to branch security procedures and regulations.
• Reviews all customer accounts for pop-up warnings.
• Asks appropriate questions to identify potential fraud and suspicious activity and follows process and procedures to prevent both customer and bank loss.
• Assists branch and fellow team members by achieving goals and sharing responsibility of daily tasks.
• Follows the branch opening and closing procedures set by Branch Delivery.

Product Knowledge and Services (10%)

• Understands the Banks products and services as they relate to frequently asked questions.

KNOWLEDGE,

SKILLS AND ABILITIES

• Ability to professionally communicate verbally to external customers.
• Effectively communicates verbally and in writing at a professional level to internal customers.
• Skills using a computer system, including Microsoft Outlook, Word and Excel.
• Basic math skills with high attention to detail to accurately perform bank-related financial transactions.
• Ability to balance debits and credits.
• Ability to provide personalized customer interaction confidently.
• Ability to calmly handle high stress situations and maintain a positive level of energy.
• Ability to maintain customer confidence, act with integrity and protect the bank…