client services representative

State Bank of India

<div><h4 class="jobSectionHeader">JOB SUMMARY:</h4>
Responsible for delivering exceptional customer service to our banking customers. The Client Services Representative must go beyond handling customer transactions in a timely and professional manner, to engage customers and optimize ways to maximize their banking experience. Cross-sells bank products and processes customer transactions including but not limited to deposits, withdrawals, check cashing, remittances, and opening of new accounts. Complies with Federal and state laws and follows Bank policies and procedures.
<h4 class="jobSectionHeader">
ESSENTIAL FUNCTIONS:</h4><ul><li>
Processes transactions timely and accurately including deposits, withdrawals, cash advances, stop payments, blocks, wire transfers, remittances and any other transactions needed by customers.</li><li>
Develops strong knowledge of bank products and services; recommends bank services that align with customer needs and cross sells effectively.</li><li>
Follows bank policies and procedures, operates cash drawer in accordance with bank cash limits, balances cash drawer independently and complies with the Bank&rsquo;s over/short policy.</li><li>
Opens and closes customer accounts, including but not limited to checking, savings, and certificates of deposits.</li><li>
Achieves highlevel professional standards with work processes and outcomes. Processes transactions within authorized limits, which includes checkcashing limits and obtains managerial approval on all required transactions; completes servicing transactions accurately and efficiently, which may include maintaining a cash drawer, cash handling and balancing. Monitors and checks work for precision, clarity, and completeness; produces quality results.</li><li>
Contributes to the fulfillment of department and bank objectives and goals. Including but not limited to making phone calls to cross sell bank products, attending sales blitz events, and participating in sales programs to generate new customers.</li><li>
Orders, receives, verifies and distributes cash.</li><li>
Admits customers to safe deposit boxes.</li><li>
Leverages tools and resources to ensure accurate and consistent information of bank products and services and connects those to customer needs.</li><li>
Researches customer inquiries and ensures satisfactory resolution. Resolves technical and tactical issues related to account opening process, teller and customer service transactions.</li><li>
Where appropriate, actively takes advantage of all sales opportunities, crossselling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for nonbanking products.</li><li>
Maintains proper security controls regarding currency and negotiable instruments. Reviews reports in order to adequately identify and report all cash transactions and monetary purchases as required by the bank&rsquo;s BSA/AML reporting and recordkeeping procedures.</li><li>
Supports Bank compliance efforts by completing compliance and other technical training workshops as assigned. Ensures compliance with all Bank policies and procedures, as well as applicable state and federal banking regulations including but not limited to: BSA and OFAC requirements, Regulation E, Regulation GG, and ACH Rules.</li><li>
Performs duties to ensure proper identification and information gathering of all parties subject to SBIC&rsquo;s Customer Information Program (CIP) and Customer Due Diligence Programs.</li><li>
Reviews reports to detect Suspicious Activity and files required reports to the BSA Officer or designee as found.</li><li>
Adheres to Bank policies and procedures and complies with all United States Federal and State Regulations including the Bank Secrecy Act, AntiMoney Laundering Act, Elder Abuse Law, USA PATRIOT Act, and OFAC laws and their implementing regulations. Complies with Wage and Hour regulations, including but not limited to taking meal and rest periods timely, recording time accurately, and reviewing/approving timecard.</li><li>
Detects Suspicious Activity and files required reports to the BSA Officer or designee as found.</li><li>
Other duties assigned by the supervisor or branch manager that are appropriate to the position.</li><li>
Regular and punctual attendance is required.</li></ul><h4 class="jobSectionHeader">
REQUIREMENTS:</h4><ul><li>
High School diploma or equivalent</li><li>
Minimum 1 year related and/or training in banking or highvolume cash handling.</li></ul><h4 class="jobSectionHeader">
SKILLS AND KNOWLEDGE:</h4><ul><li>
Excellent client service and communication skills with the ability to interact with a variety of bank clients.</li><li>
Knowledge of Federal Banking regulations pertaining to customer accounts.</li><li>
Experience with FIS core banking application or other banking software.</li><li>
Must be well organized and selfdriven to meet deadlines.</li><li>
Demonstrated ability to follow policies and procedures with written instructions as well as verbal instructions or directions from the manager.</li><li>
Ability to work branch hours, including weekends and some evenings.</li></ul><h4 class="jobSectionHeader">
QUALIFICATIONS:</h4>
To perform this job successfully, an individual must be able to meet minimum qualifications. The requirements listed 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.
<h4 class="jobSectionHeader">
About State Bank of India (California)</h4>
State Bank of India (California) is a full-service financial institution, offering an extensive portfolio of lending solutions as well as comprehensive consumer, business, and international services. The Bank was established in 1982 as a California State Chartered Bank under the Department of Financial Institutions in Los Angeles, California. At present, we have a total of seven branches throughout California with our headquarters located in Downtown Los Angeles. Through its branch and online network, SBIC has a strong presence and specialization in specific business sectors and expanded strategic markets. SBIC is dedicated to servicing our customers and community throughout California and now through our online account opening platform, across United States.</div>

Client Services Representative (20 hours)

Columbia Bank

<div>About the Role:
 
 
Work closely with relationship managers and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial deposit clients. Provide high level of client service for all products and services, to include fielding client requests, via phone, email and other communication channels; subject matter expert for Deposit and Treasury Management products. Act as liaison with internal departments and vendors in helping Treasury Management customers and provide assistance on products and services. Coach and mentor team members. Provide role of team lead and back up for management.
<ul><li>Responsible for acting as Commercial Banking's primary customer contact for the servicing of all clients.
</li><li>Responsible for responding to a variety of complex banking questions and providing guidance with account implementation, funds transfer/stop payment requests and transaction posting problems and error resolution.
</li><li>Responsible for communication with Relationship Managers, provide updates of client matters, make recommendations and ensure that issues needing immediate attention are resolved in a timely manner.
</li><li>Answer incoming calls from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller&rsquo;s expectations. Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.
</li><li>Communicate issues directly to vendors for additional support and problem resolution when necessary. Respond to a wide range of deposit and Treasury Management client questions and resolve issues timely and effectively.
</li><li>Coach and train specialists and act as team lead to achieve a high level of customer standards and retention.
</li><li>Effectively handle escalated customer issues to resolution.
</li><li>Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities &ndash; knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
</li><li>Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
</li><li>Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
</li><li>May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
</li><li>Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
</li><li>Takes personal initiative and is a positive example for others to emulate.
</li><li>Embraces our vision to become &quot;Business Bank of Choice.&quot;
</li>May perform other duties as assigned. 
<li>
</li></ul> 
About You:
<ul><li>H.S. Diploma/GED (preferred)
</li><li>Bachelor's Degree in Business, Finance or related field (preferred)
</li><li>4-7 years &mdash; banking experience, treasury management product experience, new accounts, lending loan processing or documentation and customer service. (Required)
</li><li>Advanced knowledge of bank payment systems, account operations, banking services and exposure to complex business entities.
</li><li>Extensive knowledge of Commercial banking products and services, operations and procedures and applicable laws and regulations.
</li><li>Possess excellent written and verbal communication skills. Ability to effectively communicate with professionals at all levels of business.
</li><li>Knowledge of general business acumen and practices related to analysis, accounting and financial procedures including market and interest rate impact.
</li><li>Demonstrate strong customer service, interpersonal and organization skills with ability to multi-task, handle complex issues and use good judgement in decision making.
</li>Advanced technical skills including Windows Office Suite, spreadsheets and industry specific software. 
<li>
</li></ul> 
Travel Requirements
Occasional 
<ul><li>
</li></ul> 
The pay range for this role is $26.38- $35.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
17901 Von Karman Avenue Suite 1200 Irvine CA 92614
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. 
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com .
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.</div>

Commercial Client Services Representative

Zoll Medical Corporation

<div>Acute Care Technology
At ZOLL, we're passionate about improving patient outcomes and helping save lives. We provide innovative technologies that make a meaningful difference in people's lives. Our medical devices, software and related services are used worldwide to diagnose and treat patients suffering from serious cardiopulmonary and respiratory conditions. 
 
The Acute Care Technology division of ZOLL Medical Corporation develops and delivers innovative lifesaving products and software solutions to EMS, hospital, public safety, and military customers globally. Products include AEDs, trauma kits, ventilators, temperature management solutions, and more. Our dedicated employees take pride in their commitment to improving patient outcomes while delivering world-class customer service. 
 
At ZOLL, you won&rsquo;t just have a job. You'll have a career&mdash;and a purpose. 
 
Join our team. It&rsquo;s a great time to be a part of ZOLL!
We are in search of an Entry Level Customer Service Representative 
 
Job Summary 
 
Implement client AED programs including. Provide support to the Client Services Department. Duties will include general clerical and project-based work, as well as projecting a professional company image through in-person and phone interaction. The ideal candidate for this position must demonstrate excellent communication skills, organizational skills, be able to manage their time wisely, work well under pressure, pay attention to detail in a fast moving and ever-changing environment and be willing to complete all tasks as assigned. 
 
Essential Functions<ul><li>
AED Management Program launch conferences and webinar presentations</li><li>
Maintain oversight of National Accounts as assigned</li><li>
Extensive phone, email and chat contact with clients</li><li>
Implement new orders to ensure registration is complete</li><li>
Conduct governmental notification of clients who have implemented AED programs</li><li>
Review and understand federal and statutory law as it pertains to AED programs</li><li>
Resolve outstanding service issues such as bounced emails, failed maintenance checks, out of compliance sites &amp; AEDs, sites with no registered responders, and/or duplicate registered serial numbers</li><li>
Create and modify documents using Microsoft Office and Excel</li><li>
Create and maintain compliance documentation</li><li>
Support staff in assigned project-based work</li><li>
Assist in scheduling training classes</li><li>
Obtain rosters from training classes, print and ship certification cards in a timely manner</li></ul> 
Required/Preferred Education and Experience<ul><li>
High School Diploma or equivalent. required</li></ul> 
Knowledge, Skills and Abilities<ul><li>
Be proficient in Microsoft Word, Excel &amp; Outlook</li><li>
Be able to perform internet related research</li><li>
Perform general clerical duties to include, but not limited to: photocopying, faxing, mailing and filing</li><li>
Possess excellent communication skills, both written and oral</li><li>
Work well under pressure</li><li>
Possess the ability to multi-task</li><li>
Possess experience in customer service</li><li>
Perform cohesively as a team member</li><li>
Possess the ability to apply effective listening skills</li><li>
Be dependable, honest and ethical</li><li>
Creates a culture of mutual respect and a value for effective communication skills and strategies</li><li>
Ability to maintain own workflow and meet deadlines</li><li>
Ability to respond to frequent demands of multiple customers (internal and external)</li><li>
Heightened sense of personal responsibility. Punctuality, attendance &amp; commitment</li><li>
Improves results by generating, encouraging and supporting new ideas</li></ul> 
ZOLL is a fast-growing company that operates in more than 140 countries around the world. Our employees are inspired by a commitment to make a difference in patients's lives, and our culture values innovation, self-motivation and an entrepreneurial spirit. Join us in our efforts to improve outcomes for underserved patients suffering from critical cardiopulmonary conditions and help save more lives.
ZOLL Medical Corporation appreciates and values diversity. We are an Equal Opportunity Employer M/F/D/V.
ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990
#LI-RF1
The hourly pay rate for this position is:
$20.00 to $24.04
Factors which may affect this rate include shift, geography, skills, education, experience, and other qualifications of the successful candidate. Details of ZOLL's comprehensive benefits plans can be found at www.zollbenefits.com.
Applications will be accepted on an ongoing basis until this position is filled. For fully remote positions, compensation will comply with all applicable federal, state, and local wage laws, including minimum wage requirements, based on the employee&rsquo;s primary work location.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability, or status as a protected veteran.
ADA: The employer will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.</div>

Client Services Representative (Entry Level)

Peoples Security Bank & Trust

<div>
 
 Description
 
 
 
 
 
 This is a hybrid position with one day per week in the office. Training will be conducted on-site during the initial 90-day probationary period. Candidates must reside within a commutable distance of Emrick, PA.
 
 
 
 
 
 General Responsibilities
 
 
 
 <ul>
 <li>
 Offer customer service support. Whether by phone, email, live chat or other customer interaction, Client Service Center representatives are front-line employees who help resolve customers? questions and concerns, they are responsible for helping customers find what they?re looking for and addressing complaints with a particular emphasis on delivering an excellent customer experience.
 </li>
 <li>
 Build sustainable relationships and trust with customers and team members through open and interactive communication. Identify and assess customers? needs. Generate sales leads to achieve satisfaction and an excellent customer experience.
 </li>
 <li>
 Assists with various tasks and services in the daily operations functions to obtain a high degree of accuracy in daily processes. Assumes responsibilities for various projects and other related duties as assigned or directed. Assists in developing effective and efficient processes to maximize resources.
 </li>
 <li>
 Participates in ongoing training and education of all rules, regulations and guidance pertaining to the bank?s Client Services Center requirements. Participate in continuing education opportunities such as webinars, seminars, etc., to increase customer service and bank knowledge.
 </li>
 <li>
 Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements. Assists in the development of written policies and procedures to ensure consistency in processes, assists with maintenance and compliance of DR/Cope procedures. Responsible for complying with the Client Services Center and any other related bank Remote and Hybrid Schedules and policies if a remote work environment is an option.
 </li>
 <li>
 Responsible for responding to inquiries or requests for information; reporting pertinent information to the immediate supervisor; coordinating work within the department, as well as with other departments; providing periodic reports; ensuring the department?s compliance with operating policies, regulations and procedures and outside regulatory requirements; communicating with appropriate management and staff. Assists in coordinating and implementing procedure changes/updates to meet Operations and Retail needs.
 
 
 </li>
 </ul>
 
 Support And Service
 
 
 
 <ul>
 <li>
 Provides telephone, chat and email support for customers and branch staff as needed. Achieve satisfaction, build sustainable relationships and trust with customers and team members through open and interactive communication. Provide direct service to the customer as appropriate.
 </li>
 <li>
 Utilizes full range of Bank products and services to effectively maximize the Bank?s relationship with customers; maintains current knowledge of new products, identify product needs of customers to build relationships.
 </li>
 <li>
 Strives to achieve excellent customer service, team work and participates in creating a positive and supportive work environment and company culture.
 
 
 </li>
 </ul>
 
 Essential Duties
 
 
 
 Performs various duties to support the Deposit Operations Department functions as follows:
 
 
 <ul>
 <li>
 Support and Service
 </li>
 <li>
 Manage large amounts of inbound and outbound calls, email and live chats in a timely manner. Identify customer?s needs, clarify information, research every issue and provide solutions and appropriate follow-up.
 </li>
 <li>
 Direct telephone calls to the proper individuals or department in the Bank where the need can be satisfied and strive for a low transfer rate.
 </li>
 <li>
 Provide direct service to the customer as appropriate, i.e., utilizes computer to determine account balance or loan balance, describe and sells products and services of the Bank, etc.
 </li>
 <li>
 Utilize full range of Bank products and services to effectively maximize the Bank?s relationship with customers; inform caller of products; refer customers to appropriate sales staff; maintains current knowledge of new products, identify product needs of customer to build relationships.
 </li>
 <li>
 Ongoing education and training to improve knowledge and performance of bank products and customer service.
 </li>
 <li>
 Monitor and reviews:
 </li>
 <li>
 Maintain awareness of various Bank functions in order to provide assistance to customers in areas of Bank products and services, Online Services, Loans, Debit Card, and ATM support.
 </li>
 <li>
 Risk Mitigation:
 </li>
 <li>
 Responsible for completing all bank and department assigned and required policy reviews, compliance tests and other trainings.
 </li>
 <li>
 Stay educated in awareness of elder abuse, Identify theft and any other suspicious or fraud activity.
 </li>
 <li>
 Report suspected Elder abuse and/or suspicious activity to bank Security Officer.
 </li>
 <li>
 Understand and comply with the Incidence response procedures.
 </li>
 <li>
 Audit: Assists with audit/Exam document request preparation and inquiries.
 
 
 </li>
 </ul>
 
 Ancillary Duties
 
 
 
 <ul>
 <li>
 Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
 
 
 </li>
 </ul>
 
 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 position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
 
 
 Peoples Security Bank and Trust Company is an Equal Opportunity Employer
 
 
 #PM26
 
 
 
 Requirements
 
 
 
 
 Basic Qualifications:
 
 
 
 
 Education/Training:
 
 A High school diploma or equivalent required; specialized bank operations training/education preferred.
 
 
 
 Skill(s):
 
 Must demonstrate excellent customer service, interpersonal relations and communicative skills; good mathematical skills; time management skills; moderate problem solving and analytical skills; project management skills; moderate PC skills; moderate technical skills including Microsoft Office Excel, Word, One Note and PowerPoint.
 
 
 
 Experience:
 
 A minimum of one (1) year of related experience normally required.
 
 
 PI84370b316514-25448-39617928
</div>

Bilingual Client Services Center Representative

Partner Claim Services, LLC

Overview Partner Claim Services is looking for a friendly, organized, and customer-focused Client Services Representative (CSR) to join our team! This is a full-time, in-office position****PLEASE NOTE: This is a full-time position; part-time applicants will not be considered.****The team at Partner Claims provides administrative support for insurance adjusters who represent policyholders. A client services representative, or CSR, provides administrative support and day to day interactions with clients and insurance companies to assist clients and support the claims process. This process begins with explaining the services to clients and guiding them through each step of the claims process. In the intake and engagement role, you will serve as the first point of contact for potential clients, enter new client information into the claims management system, and follow up with clients and contractors whenever additional information is needed to move the claim forward.Throughout the process, the CSR will complete and submit required paperwork, and document conversations and the state of each claim that we support. You will serve as the key component of the claims process, ensuring that it moves forward efficiently and each client is provided the optimal service to support a fair review.The best CSRs are genuinely excited to help customers. This position requires a balance of patience, empathy, and effective communications skills when interacting with clients and insurance representatives. To be successful you must be organized and able to efficiently document your day to day interactions with all parties. An effective CSR is comfortable respectfully requesting updates and scheduling key meetings with insurance company representatives and can efficiently provide updates on claims to clients and adjusters. As a CSR you must be comfortable following procedures and understand when it&rsquo;s necessary to ask for guidance to support clients. Our goal is to provide excellent customer service with all interactions, both with clients and insurance representatives.Responsibilities<ul><li>Manage front desk operations, including greeting visitors and handling inquiries with professional phone etiquette</li><li>Answer and direct calls using multi-line phone systems, ensuring prompt and courteous customer support</li><li>Perform data entry, filing, and document proofreading to maintain accurate records</li><li>Utilize Microsoft Office, Google Workspace, and QuickBooks for various administrative tasks such as calendar management, bookkeeping, and report preparation</li><li>Support office management activities including scheduling appointments, managing calendars, and coordinating meetings</li><li>Assist with billing, invoicing, and basic bookkeeping functions as needed</li><li>Provide exceptional customer service to clients and visitors both in person and over the phone</li><li>Maintain organized office files and ensure confidentiality of sensitive information</li><li>Support personal assistant duties or medical/dental receptionist responsibilities as required by the role</li></ul>Requirements<ul><li>Proven experience in office administration or clerical roles with strong organizational skills</li><li>Proficiency with Microsoft Office Suite (Word, Excel, Outlook), Google Workspace, and data entry tools</li><li>Familiarity with QuickBooks or similar accounting software is preferred</li><li>Excellent phone etiquette with experience managing multi-line phone systems</li><li>Bilingual abilities are highly desirable to assist a diverse client base</li><li>Strong typing skills and attention to detail for proofreading and document accuracy</li><li>Ability to handle multiple tasks efficiently with good time management skills</li><li>Previous experience in office management, customer service, or healthcare reception (medical or dental) is advantageous</li><li>Demonstrated computer literacy and organizational skills to streamline office workflows</li></ul>Job Type: Full-timePay: From $16.00 per hourEducation:<ul><li>High school or equivalent (Required)</li></ul>Experience:<ul><li>Customer service: 2 years (Required)</li></ul>Work Location: In person

Administrative Assistant

Old National Bank

<div>Overview:
<div>
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.</div><div></div><div> 
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.</div>
Responsibilities:

We are currently hiring for a Client Service Representative. We are seeking individuals who are customer focused and have a strong desire to help our clients meet their financial objectives. Whether you have several years of banking or are new to the banking industry, we want to help you reach your personal and professional goals. 
A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to customers, participating in the sales program, processing debit and credit transactions and assisting with customer relation issues. This person is also responsible for ordering and shipping all cash for the banking center, and CTR record keeping. Client Service Representative has the additional responsibility of managing the banking center vault which includes; balancing the vault, disbursing cash to other designated team members and ordering/shipping currency as needed. This position may also have the responsibility of opening new accounts.<div> 
Salary Range</div><div>
The salary range for this position is $17.00/hr. - $27.50/hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.</div> 
Our ideal candidate will possess the following skills: 
Bilinagle in Spanish strongly preferred<ul><li>
High school diploma or GED required</li><li>
2-3 years of cash handling experience</li><li>
Excellent customer service skills</li><li>
Excellent balancing record</li><li>
Good organizational skills and attention to detail</li><li>
Ability to lift heavy boxes of coin</li></ul>
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. 
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. 
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. 
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!</div>

Client Service Representative

Atlantic Union Bank

<div>The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank&rsquo;s products and services.

Position Accountabilities
<ul><li>Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.</li>
<li>Greet and provide exceptional service in person and by telephone/email.</li>
<li>Provide accurate information regarding Bank services, products, policies and procedures.</li>
<li>Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.</li>
<li>Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)</li>
<li>Complete forms and other required documents and follow Bank policies and procedures.</li>
<li>Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.</li>
<li>Perform all duties of a Teller to include:
<ul><li>Provide excellent client experience</li>
<li>Perform basic client and cash transactions</li>
<li>Balance cash each day</li>
<li>Identify referral opportunities to contribute to branch goals</li>
<li>Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares&rsquo; BSA/AML Policy and Procedures</li>
<li>Identify risk and escalate concerns through proper channels</li>
<li>Develop and maintain knowledge of bank products, services, including other lines of business</li>
<li>Ability to learn and adapt to changing digital channels</li>
</ul></li><li>Perform other duties as assigned.</li>
</ul>
Organizational Relationship
This position reports to Branch location leadership.

Position Qualifications

Education &amp; Experience
<ul>
<li>High school diploma or equivalent (GED).</li>
<li>One (1) or more years of experience in a client service and/or a cross-trained teller position</li>
<li>Previous cash handling experience preferred</li>
</ul>
Knowledge &amp; Skills
<ul>
<li>Excellent customer service skills</li>
<li>Excellent oral and written communication skills</li>
<li>Ability to exercise sound business judgment</li>
<li>Proficient computer skills</li>
<li>Ability to handle multiple tasks with attention to details</li>
<li>Flexible, able to adapt to change</li>
<li>Shifts may vary for each position offering, depending on business need</li>
<li>Able to stand for extended periods of time and lift objects up to 30 pounds</li>
<li>Some local travel possible</li>
</ul>
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.</div>

Client Service Representative (Harrisonburg South Main)

Search 10000+ Client services representative jobs near you this June. New roles added regularly across leading industries. Apply today.