Client Service Representative (New Accounts)
Adrian, MI Adrian, MI Estimated:
$27K - $34.
2K a year Estimated:
$27K - $34.
2K a year 11 hours ago 11 hours ago 11 hours ago County National Bank (CNB) is an independent, locally-owned, community bank that is successful and growing whose mission is to sustain its deep commitment to the community and its traditions of excellence in all aspects of banking, and provide outstanding customer service and solid financial performance.
We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities.
CNB is looking for a qualified, motivated, and customer- and team-focused individual to join our team as Client Service Representative in Adrian, Michigan.
JOB SUMMARY Performs client services, such as opening and closing all types of depository accounts, processing teller transactions, and assisting clients with questions concerning the bank's products and services.
Recognizes cross-selling and referral opportunities.
DUTIES Opens and closes all types of depository accounts.
Remains current with the knowledge of the variety of product and services offered by the Bank, and consistently cross-sells these products and services to the client.
Processes teller transactions, handles cash and balances teller drawer, as needed.
Assists loan clients with information or documents, as needed.
Makes client calls either via telephone or in person.
Directs clients to appropriate departments for service as necessary.
Orders clients' printed checks.
Maintains inventory of department cashier's checks and other office supplies.
Balances vault.
Processes branch cash orders and sells cash as needed.
Answers office telephones.
Provides services as a notary.
Performs secretarial duties for officers, as needed.
Backups as courier service for business clients, as needed.
Processes the mail for the office.
Assists other office personnel, as needed.
Maintains and protects confidentiality of client information.
Maintains regular, on-time attendance.
Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, telephone seminars, etc.
) Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
Performs other various duties as assigned.
CONTACT WITH OTHERS - INTERNAL Communicates on a regular basis with other New Accounts associates.
Communicates on a regular basis with branch officer/manager and other officers/managers of the bank.
Communicates on a regular basis with the bank couriers.
Communicates on a regular basis with Client Service Representatives at the Main Office.
Communicates frequently with other departments of the bank.
CONTACT WITH OTHERS - EXTERNAL Communicates on a regular basis with clients of the bank.
SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or equivalent.
Previous cash handling and/or banking experience preferred.
Passion for providing a stellar client service experience to all clients (external and internal) and ability to instill this passion in others.
Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner.
Excellent verbal communication skills with the demonstrated ability to effectively present information to clients and management.
Positive and cooperative approach when working with others.
Organized, detail-oriented, and able to work as a member of the team.
Ability to maintain confidentiality and handle sensitive information.
Ability to efficiently and accurately keyboard information, both computer and calculator.
Strong computer skills with a proficiency in MS Office.
Knowledge of basic accounting principles.
Cash handling skills.
WORKING CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the work environment will include:
Works in a normal office environment.
PHYSICAL REQUIREMENTS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to:
Communicate effectively, both verbally and in writing.
Keyboard information (computer and calculator).
Ability to identify U.
S.
and Canadian Currency.
Ability to count and handle currency and coin accurately Opens and closes all types of depository accounts.
Remains current with the knowledge of the variety of product and services offered by the Bank, and consistently cross-sells these products and services to the client.
Processes teller transactions, handles cash and balances teller drawer, as needed.
Assists loan clients with information or documents, as needed.
Makes client calls either via telephone or in person.
Directs clients to appropriate departments for service as necessary.
Orders clients' printed checks.
Maintains inventory of department cashier's checks and other office supplies.
Balances vault.
Processes branch cash orders and sells cash as needed.
Answers office telephones.
Provides services as a notary.
Performs secretarial duties for officers, as needed.
Backups as courier service for business clients, as needed.
Processes the mail for the office.
Assists other office personnel, as needed.
Maintains and protects confidentiality of client information.
Maintains regular, on-time attendance.
Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, telephone seminars, etc.
) Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
Performs other various duties as assigned.
Communicates on a regular basis with other New Accounts associates.
Communicates on a regular basis with branch officer/manager and other officers/managers of the bank.
Communicates on a regular basis with the bank couriers.
Communicates on a regular basis with Client Service Representatives at the Main Office.
Communicates frequently with other departments of the bank.
Communicates on a regular basis with clients of the bank.
High school diploma or equivalent.
Previous cash handling and/or banking experience preferred.
Passion for providing a stellar client service experience to all clients (external and internal) and ability to instill this passion in others.
Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner.
Excellent verbal communication skills with the demonstrated ability to effectively present information to clients and management.
Positive and cooperative approach when working with others.
Organized, detail-oriented, and able to work as a member of the team.
Ability to maintain confidentiality and handle sensitive information.
Ability to efficiently and accurately keyboard information, both computer and calculator.
Strong computer skills with a proficiency in MS Office.
Knowledge of basic accounting principles.
Cash handling skills.
Works in a normal office environment.
Communicate effectively, both verbally and in writing.
Keyboard information (computer and calculator).
Ability to identify U.
S.
and Canadian Currency.
Ability to count and handle currency and coin accurately.
Estimated Salary: $20 to $28 per hour based on qualifications.
$27K - $34.
2K a year Estimated:
$27K - $34.
2K a year 11 hours ago 11 hours ago 11 hours ago County National Bank (CNB) is an independent, locally-owned, community bank that is successful and growing whose mission is to sustain its deep commitment to the community and its traditions of excellence in all aspects of banking, and provide outstanding customer service and solid financial performance.
We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities.
CNB is looking for a qualified, motivated, and customer- and team-focused individual to join our team as Client Service Representative in Adrian, Michigan.
JOB SUMMARY Performs client services, such as opening and closing all types of depository accounts, processing teller transactions, and assisting clients with questions concerning the bank's products and services.
Recognizes cross-selling and referral opportunities.
DUTIES Opens and closes all types of depository accounts.
Remains current with the knowledge of the variety of product and services offered by the Bank, and consistently cross-sells these products and services to the client.
Processes teller transactions, handles cash and balances teller drawer, as needed.
Assists loan clients with information or documents, as needed.
Makes client calls either via telephone or in person.
Directs clients to appropriate departments for service as necessary.
Orders clients' printed checks.
Maintains inventory of department cashier's checks and other office supplies.
Balances vault.
Processes branch cash orders and sells cash as needed.
Answers office telephones.
Provides services as a notary.
Performs secretarial duties for officers, as needed.
Backups as courier service for business clients, as needed.
Processes the mail for the office.
Assists other office personnel, as needed.
Maintains and protects confidentiality of client information.
Maintains regular, on-time attendance.
Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, telephone seminars, etc.
) Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
Performs other various duties as assigned.
CONTACT WITH OTHERS - INTERNAL Communicates on a regular basis with other New Accounts associates.
Communicates on a regular basis with branch officer/manager and other officers/managers of the bank.
Communicates on a regular basis with the bank couriers.
Communicates on a regular basis with Client Service Representatives at the Main Office.
Communicates frequently with other departments of the bank.
CONTACT WITH OTHERS - EXTERNAL Communicates on a regular basis with clients of the bank.
SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or equivalent.
Previous cash handling and/or banking experience preferred.
Passion for providing a stellar client service experience to all clients (external and internal) and ability to instill this passion in others.
Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner.
Excellent verbal communication skills with the demonstrated ability to effectively present information to clients and management.
Positive and cooperative approach when working with others.
Organized, detail-oriented, and able to work as a member of the team.
Ability to maintain confidentiality and handle sensitive information.
Ability to efficiently and accurately keyboard information, both computer and calculator.
Strong computer skills with a proficiency in MS Office.
Knowledge of basic accounting principles.
Cash handling skills.
WORKING CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the work environment will include:
Works in a normal office environment.
PHYSICAL REQUIREMENTS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to:
Communicate effectively, both verbally and in writing.
Keyboard information (computer and calculator).
Ability to identify U.
S.
and Canadian Currency.
Ability to count and handle currency and coin accurately Opens and closes all types of depository accounts.
Remains current with the knowledge of the variety of product and services offered by the Bank, and consistently cross-sells these products and services to the client.
Processes teller transactions, handles cash and balances teller drawer, as needed.
Assists loan clients with information or documents, as needed.
Makes client calls either via telephone or in person.
Directs clients to appropriate departments for service as necessary.
Orders clients' printed checks.
Maintains inventory of department cashier's checks and other office supplies.
Balances vault.
Processes branch cash orders and sells cash as needed.
Answers office telephones.
Provides services as a notary.
Performs secretarial duties for officers, as needed.
Backups as courier service for business clients, as needed.
Processes the mail for the office.
Assists other office personnel, as needed.
Maintains and protects confidentiality of client information.
Maintains regular, on-time attendance.
Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, telephone seminars, etc.
) Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
Performs other various duties as assigned.
Communicates on a regular basis with other New Accounts associates.
Communicates on a regular basis with branch officer/manager and other officers/managers of the bank.
Communicates on a regular basis with the bank couriers.
Communicates on a regular basis with Client Service Representatives at the Main Office.
Communicates frequently with other departments of the bank.
Communicates on a regular basis with clients of the bank.
High school diploma or equivalent.
Previous cash handling and/or banking experience preferred.
Passion for providing a stellar client service experience to all clients (external and internal) and ability to instill this passion in others.
Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner.
Excellent verbal communication skills with the demonstrated ability to effectively present information to clients and management.
Positive and cooperative approach when working with others.
Organized, detail-oriented, and able to work as a member of the team.
Ability to maintain confidentiality and handle sensitive information.
Ability to efficiently and accurately keyboard information, both computer and calculator.
Strong computer skills with a proficiency in MS Office.
Knowledge of basic accounting principles.
Cash handling skills.
Works in a normal office environment.
Communicate effectively, both verbally and in writing.
Keyboard information (computer and calculator).
Ability to identify U.
S.
and Canadian Currency.
Ability to count and handle currency and coin accurately.
Estimated Salary: $20 to $28 per hour based on qualifications.
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