Client Solutions Administrator II - Universal Banker

Position: Client Solutions Administrator II - Universal Banker - Full Time

Description

What LINKBANK Offers:

Hourly Rate: $15.49 - $25.82 per hour

• Eligible for overtime for hours worked over 40 in any week
• Saturday pay
• All Employee Incentive Plan – annual bonus

Benefits

• Medical / Dental / Vision Coverage for employee and families
• Life Insurance / Short and Long Term Disability – employer paid
• Voluntary Life and AD&D Options for employee, spouse and children

Retirement

• Employer match 50% up to 6% of employee’s bi-weekly salary deferral
• Auto enrolled and auto escalated

Annual Paid Time off

• 120 hours of Paid Time off (Vacation)
• 40 hours of Family Care time
• 40 hours of Sick & Safe Leave
• 24 hours of Volunteer time
• 8 hours of Birthday time
• 11 paid holidays

Other Benefits

• Education Assistance
• Employee Stock Purchase Program (buy at 5% discount)
• Employee Referral Program
• Paid Parental Leave

General Responsibilities /

Job Summary

The Client Solutions Administrator II is responsible for delivering an exceptional experience to all visitors, contributing to the achievement of center goals through precise and efficient transaction processing, while providing tailored client solutions. This role requires a positive attitude, strong work ethic, and a commitment to ongoing learning to effectively meet client needs and support the bank’s success.

Essential Functions/Duties

Client

Experience:

Provide excellent service by handling transactions like deposits, withdrawals, check cashing, and loan payments quickly and accurately.

Transaction Processing: Process various transactions, such as official checks, currency handling, and safety deposit payments, with accuracy.

Compliance and Record-Keeping: Keep accurate records and follow Retail Operations Guidelines to ensure compliance and readiness for audits.

Large Transactions and Commercial Deposits: Handle large commercial deposits, IRA processing, and savings bond redemptions, and audit cash machines.

Daily Operations: Balance the cash drawer daily, process deposits, and help with the NSF decision process and branch cash totals.

Team Support and Sales: Assist with cross-selling by reviewing client profiles and referring them to the right team member for further solutions.

Training and Compliance Oversight: Train associates on procedures, perform audits on cash drawers, and ensure logs are updated correctly.

Branch Cash and Security Management: Manage cash orders, shipments, and complete monthly security tasks like alarm tests and surprise audits.

Additional Responsibilities: Perform other tasks as needed to support daily operations.

Embody LINK Corporate Values: Represent LINK's values (LIVE, INTEGRITY, NURTURE, KNOWLEDGE) in every client interaction and daily task.

Requirements

Minimum Qualifications Education/Training

High School Diploma or equivalent.

Knowledge/Skills/Abilities

• Manage Multiple Priorities: Effectively handle various tasks with guidance from a supervisor.
• Attention to Detail & Problem-Solving: Focus on accuracy and proactively address issues.
• Knowledge of Bank Products: Strong understanding of bank services and products.
• Compliance: Consistently follow policies and procedures. Proficiency in using computer systems and software (Windows and office equipment).
• Client Service & Communication: Provide excellent service and build positive relationships.
• Organizational & Teamwork
  
  Skills:
  
  Stay organized and work well with others.

Experience

At least three (3) years teller/cash handling, client service experience required. Supervisory experience a plus but not required.

Required Certification/Licenses

None listed.

Travel Requirements

Ability to travel to all locations in the bank’s footprint as needed.

Physical and Mental

Job Requirements

• Clear Communication: Effectively convey instructions to clients and coworkers.
• Comprehension of Transaction Details: Understand complex transaction and operational information.
• Physical Stamina: Ability to stand and walk for extended periods.
• Manual Dexterity: Operate office equipment and computers efficiently.
• Visual Acuity: Ability to work at computer terminals with clear vision.
• Lifting Ability: Lift up to 20 pounds when necessary.

Working Conditions

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

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