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Senior Client Services Specialist

Company: Jobleads
Location: Grand Forks
Posted on: June 1, 2021

Job Description:

The Senior Client Services Specialist (Senior CSS) is responsible for using a high level of knowledge of frontline tasks to function as a resource for clients in relation to deposit accounts and services. Incumbent is expected to create a positive first impression for bank clients through service delivery and complete general maintenance on deposit accounts and cash management products. Senior CSSs give excellent customer service by acting as the first point of contact for in-person and telephone client interactions and lead by example as experts in understanding regulations as they relate to processing transactions. Core Responsibilities Transaction and Deposit Services Complete daily routine tasks by time sensitive deadlines including but not limited to night drop, mail deposits, incoming / outgoing mail, vault balancing, foreign item processing and end-of-day tasks Process a variety of banking transactions including but not limited to check cashing, withdrawals, deposits, loan payments, monetary instruments, credit verifications and assisting clients in entering safe deposit boxes Follow bank procedures regarding safeguarding of bank currency, i.e. drawer, vault and coin and dual control responsibilities for vault buys / sells and ATM / armored truck shipments Follow bank procedures regarding ordering of currency and coin from Federal Reserve Bank and Bank of North Dakota Follow bank procedures regarding federal and state regulations such as Bank Secrecy Act (BSA) and Regulation CC Service and maintain Customer Identification Program (CIP), account data and/or various customer requests including but not limited to address changes, online banking password resets, account closing, stop payments and debit cards Image and rescan over-the-counter transactions in ImageCentre software Review BSA reports and create detailed notes regarding pertinent findings Scan and index documents via FDM Scanning Complete surprise drawer audits, bait money changes and ATM balancing within established deadlines Assist with Frontline schedule and daily workflow Assist with training of newly hired Frontline team members Oversee Frontline retention process in accordance with Record Retention Manual Give approvals (within applicable limits) to CESs, while factoring in available funds, risk and suspicious activity Aside from typical teller transactions, assist with wire transfers and may provide backup assistance in the opening and maintenance of all deposit accounts, including the On-Board 22261 process Customer Service Responsible for following Premier Experience service standards to internal and external customers in person, on the telephone and through email / mail communication Perform unique Premier Experiences aimed to enhance / build community / customer relations Attend Customer Experience (CX) Meetings and Core Value Celebration Calls Maintain a strong knowledge of Choice Financial's systems, products, services, policies and procedures to recommend products or services to customers that will benefit them. Includes referrals to operating units such as insurance, wealth, mortgage and leasing Other Maintain complete confidentiality with regards to customer accounts, loans and bank relationships Active participation in meetings, trainings and special projects as directed by department leadership Perform duties outside normal scope as assigned. System Support Maintains a strong knowledge of FIS Core, HORIZON Teller Software, ImageCentre and FDM Scanning Maintains a strong knowledge of third party vendor systems / software / websites Leads as a team player with excellent interpersonal skills and develops partnerships Takes initiative by proactively identifying what needs to be done and acts Communicates effectively with excellent written and oral communication skills Promotes and administers change and accepts diversity Exhibits problem-solving, analytical thinking, and decision-making skills Fosters open communication Follows policies and procedures Must work in an efficient, systematic way Must display consistency, thoroughness, attention to detail, and strong organizational skills Use sounds judgment in prioritizing tasks to work under tight deadlines Qualifications Skills Preferred Embraces change and encourages innovation Expert Commits to customers with undivided attention Expert Keeps confidentiality Expert Has a little fun Expert Creates personal & professional growth opport Expert Knows when to offer and ask for help Expert Fosters direct and honest communication Expert Expert Respects self and others Expert Does the right thing Expert Completes work timely and accurately Expert Expert Education Required Bachelors or better in Accounting or related field. Preferred High School or better. Experience Required 4-year Degree in Accounting, Finance, Business Administration or 6+ years of banking industry experience and/or experience in banking industry with High School Diploma equivalent Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Jobleads, Grand Forks , Senior Client Services Specialist, Other , Grand Forks, North Dakota

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