Client Service Specialist
On-siteOrlando, Florida, United States
Job Summary
Assist customers with routine account requests including funds transfers, deposits, and ATM usage while resolving problems and acting as a liaison between departments. Perform teller functions such as auditing cash drawers, counting currency, and verifying debit card applications against the customer database. Cross-sell bank products based on customer needs and maintain bank files for currency transaction reports and safekeeping receipts. Complete BSA/AML requirements by filing reports, reading policies, and reporting suspicious activity to the BSA Officer. Maintain high service standards to foster client advocacy and profitability.
Required Qualifications
- High School diploma or equivalent
- 1+ years of teller and client service experience
- Ability to actively engage in conversations with clients and customers
- Ability to present oneself as well as the company in a professional manner
- Excellent cash handling skills
- Knowledge of all deposit, small business, and consumer loan products
- Excellent verbal and written communication skills
- Thorough knowledge of industry and regulatory compliance practices
- Proficient in the use of a personal computer, business software, and banking software
- Ability to complete tasks with accuracy
- Ability to multitask, prioritize, and manage time effectively
Desired Qualifications
- 3+ years of banking experience
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