Client Experience Specialist
Client Experience Specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Details
Description
Oakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Birmingham AL! We are looking for a fulltime Client Experience Specialist that will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualifications listed below and more importantly be able to demonstrate that they live by Oakworth Core Values Golden Rule Character Innovative Spirit Professionalism Work Ethic.
Summary:
Our Core Purpose at Oakworth Capital Bank is Helping People Succeed. At Oakworth we assist our clients in managing their financial services by providing them a level of client service that exceeds their expectations.
This position is focused on providing an exceptional client experience when guests visit Oakworth Capital Bank. The Client Experience Specialist is responsible for a variety of tasks including providing excellent client service processing account transactions effectively helping resolve client concerns or issues in a timely fashion following proper procedures to minimize errors and reduce fraud and keeping the lobby and reception area in a neat and organized appearance for our guests. Client Experience Specialists are expected to always balance their cash drawers build great rapport with Oakworth clients and be strong team players who take pride in performing well and enjoy helping others.
Key Roles and Responsibilities:
- Provide exceptional service to clients and associates.
- Welcome visitors and properly guide them.
- Provide callers with appropriate information.
- Process transactions timely and accurately.
- Serve as first line of defense against fraud.
Responsibility Details:
- Client service focus with the ability to stay positive in interactions with clients and team members.
- Answer questions about organization and provide callers with address directions and other information.
- Welcome onsite visitors determine nature of business and announce visitors to appropriate personnel.
- Process deposits withdrawals and other banking transactions verify cash and endorsements receive proper identification for cash back and issue receipts of deposit.
- Examine checks deposited and determine proper funds availability based upon regulation requirements and complete hold notices.
- Process savings withdrawals; cash checks (verify endorsement receive proper identification and ensure validity).
- Refers clients to the proper department for issues that cannot be resolved in the lobby.
Qualifications and Skills:
- High school diploma or general education degree (GED); or six to twelve months related experience and/or training; including cash handling or equivalent combination of education and experience.
- Knowledge of security and cash control procedures
- Understanding of general banking laws regulations and procedures
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office suite is required
Oakworth has been recognized as a Best Bank to Work For by American Banker Magazine for the last eight years with six of those holding the top spot & ranking #2 in 2024. To learn more about our story and what makes Oakworth unique visit
If you are interested in this excellent opportunity please send your resume to
#LIDNI
Required Experience:
Unclear Seniority
Employment Type
Unclear
