Sr. Customer Service Representative (Universal Banker)
Sr. Customer Service Representative (Universal Banker)
Posted on :
18-05-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
18-05-2025
Job Description
In 2007 four different but complementary professionals gathered to discuss a shared visionassemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business designed specifically to serve the needs of discerning families and privately held businesses. Parkside offers a uniquely fresh perspective on banking commercial lending trust and family office services. Our interactive partnership between our clients and our team drives success builds legacies and transforms businesses. This is what makes ours An Uncommon Partnership.
With offices in St. Louis Missouri and Denver Colorado our dedicated team has grown our bank division to $1.1 billion in assets and our Trust & Family Office assets under management to approximately $2.7 billion. Voted a Top Workplace in St. Louis in 2019 &we are proud to build a growing team of Smart Likeable Entrepreneurial and Dependable employees. Join Parkside as we help our clients achieve financial success. Experience a rewarding career with robust benefits and professional growth opportunities within a community of colleagues and friends.
We are searching for a highly motivated Senior Customer Service Representative to join our growing Customer Service Representative serves customers by completing various banking transactions efficiently and accurately while adhering to check cashing and withdrawal authority limits in addition to detailed responsibilities listed below. This position requires having mastered general CSR job responsibilities a high school degree or equivalent and 3 or more years experience to commensurate with responsibilities detailed below.
RESPONSIBILITIES
- Accurately and efficiently process transactions including deposits cashing checks issuing of monetary instruments and redemption of savings bonds
- Greet clients and assist in directing them appropriately answer incoming phone calls and emails process/sort mail and night depository transactions
- Facilitate the opening of new accounts including Checking Savings Money Market and Certificates of Deposit for Personal Trusts Estates Business and Organizations
- Review reports such as the daily cash transactions report and onboard new accounts report
- Run monthly Ipay funds verification report to provide to the finance team
- Adhere to the reporting and recordkeeping requirements of the Bank Secrecy Act and AntiMoney Laundering rules and regulations
- Follow the banks customer identification program (CIP) rules observe all bank policies procedures and guidelines relating to BSA OFAC CIP and related acts to protect both our customers and Parkside Financial Bank & Trust
- Handle existing account service and maintenance
- Maintain working knowledge of personal and business products including electronic banking mobile services cash management services general deposit operations ACH processing wire transfers ATM operations and debit card management
- Assist customers with inquiries research and/or complex problem resolution in a professional manner
- Inform and educate customers on how to conduct simple transactions through selfservice technologies
- Follow best practices to safeguard against fraud while educating clients of fraud protection resources and services that are offered
- Assist with bank audits and exams
- Assist with the training and development of all new Client Service Representative
- Continue to improve all skills by participating in professional trainings and courses and be able to contribute acquired knowledge to the development of the bank
QUALIFICATIONS
- High school diploma or equivalent (associate or bachelors degree preferred) along with 3 years of banking experience
- Experience with Jack Henry SilverLake banking software a plus
- Ability to navigate and learn new computer systems and websites
- Detail oriented and highly organized
- Able to multitask and prioritize to meet deadlines
- Strong verbal and nonverbal communication skills
- Serviceoriented and patient in stressful and challenging situations
- Thrive on engaging with customers; able to begin a conversation build rapport and handle objections
- Able to work both independently and as an integral part of a team
EMPLOYEE BENEFITS
Parkside is proud to offer competitive benefits for all our employees including:
Parkside is proud to offer competitive benefits for all our employees including:
- Competitive salary with bonus
- Medical dental and vision insurance
- 401k Plan Employer Match
- Employee Stock Options
- 12week paid maternity leave
- Paid 4 Week Sabbatical Program including $5000 for travel with every 5 years of employment
- Tuition Reimbursement
- Employee charitable giving support
- Companypaid parking & more!
Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed please inform us so we can provide suitable assistance and modifications.
All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.
Required Experience:
Senior IC
Employment Type
Full Time
Key Skills
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