Job Description: Client Service Banker

Client Service Bankers are tasked with promoting banking products and services to meet the needs of clients. Accountable for offering financial services that involve commencing/terminating accounts, supporting customer inquiries, and advertising bank items. Assists in team enhancement and identifies sales possibilities to fulfill customer requirements.

Key Responsibilities:

Start, sustain, and conclude customer accounts encompassing checking, savings, IRA, and deposit options.
Explain the comprehensive array of bank products and added services offered to customers, personalizing these solutions to meet specific client demands.
Help customers with any account-related concerns and resolve their issues effectively.
Carry out account updates while maintaining precise record management.
Safeguard confidentiality and deliver superior customer assistance.
Run support team operations, compile reports, and perform audits.
Fulfill goals for expanding sales and strengthening customer bonds.

Qualifications:

The minimum requirement is a high school diploma or a similar credential.
Up to three years of experience dedicated to banking or customer service roles.
Core comprehension of fiscal offerings and financial products.

Requirements:

Satisfying the criteria for completion of required training programs.
Competent in the administration of accounts, debit card operations, and customer care.
Competence in preventing fraudulent activities, conducting wire transfers securely, and utilizing online banking tools.

Skills:

Skilled in engaging with customers and adept at communication in various situations.
Basic math comprehension and computer literacy.
Showing professionalism and a commitment to thoroughness.

Work Schedule:

Monday – Thursday: 8:00 AM – 5:00 PM
Friday: 9:00 AM – 6:00 PM
Total: 40 hours per week

Client Service Banker

Location : Canyon Lake, TX, 78133