Bank Client Services Specialist
Bank Client Services Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
How will this role impact First Command
The Bank Client Services Specialist is responsible for providing a consistent world-class experience with every interaction. The primary responsibilities include processing teller transactions from walk-in clients and bank by mail in addition to processing requests received from clients advisors and other employees via e-mail and secure message. This position is responsible for maintaining and balancing an assigned cash drawer and assists with the balancing of the banks ATM and central vault. Additionally this position is expected to handle confidential and sensitive information while working under strict deadlines with interruptions and doing so with minimal errors.
What will the employee do in this role
20% - Lobby Transactions & Service
o Process over the counter (OTC) cash and check deposits loan payments Cashiers Check requests and various other client transactions
o Provide access to the Safe Deposit Box upon client request
o Process ATM deposits
10% - Cash Handling
o Accurately record all cash transactions including deposited cash from clients transfers between tellers and buy/sell transactions with vault.
o Assist with requesting and processing cash from Federal Reserve Bank
o Balance cash drawer ATM and bank vault
35% - Bank by Mail Transactions
o Process incoming bank by mail transactions including examining checks for proper endorsement and completing research as necessary
o Contact clients by phone secure message and email to ensure requests are accurately processed
30% - Client & Departmental Support
o Process incoming Cashiers Check and gift card requests received via email and secure message
o Process instant issue debit card requests balance unissued inventory and maintain log of issued cards
o Process outgoing mail requests for document copies and other correspondence sent from bank to clients
o Sort and distribute incoming mail to departments across the bank
o Review suspended remote deposit transactions
5% - Other Duties
o Complete annual compliance and other required training
o Collaborate with other departments to identify process improvements
o Assist with testing bank systems
o Other duties as assigned
What skills/qualifications do you need
Education
High School Diploma or equivalent required
College Degree or progress towards degree preferred
Work Experience
Two or more years of customer service experience required
Two or more years of banking or financial services experience preferred
Two or more years of cash handling experience required
Experience with Jack Henry Silverlake and complementary systems strongly preferred
Required Knowledge Skills and Abilities
Detail oriented while operating in a quick and changing environment
Strong verbal and written communication and organizational skills
Familiar with and able to effectively use Microsoft Office and able to learn other software used by First Command
Ability to maintain confidential information and records
Excellent customer service skills; including handling challenging situations with clients and advisors in a professional manner
#LI-Hybrid
#LI-NC1
Required Experience:
Unclear Seniority
Employment Type
Full-Time
