Job Description
JOB TITLE: CLIENT SERVICES SPECIALIST
DEPT: CLIENT SERVICES DEPARTMENT
JOB STATUS: NON-EXEMPT / IN-OFFICE POSITION
INFINITY BANK, A PREMIER COMMUNITY BANK HEADQUARTERED IN THE SANTA ANA/IRVINE AREA, COMMENCED OPERATIONS IN FEBRUARY 2018 AND IS FOCUSED ON SERVING THE BANKING NEEDS OF COMMERCIAL BUSINESSES, PROFESSIONAL SERVICE ENTITIES, THEIR OWNERS, EMPLOYEES AND FAMILIES.
JOB SUMMARY: PROVIDE TOP QUALITY SERVICE TO CLIENTS. PERFORM A VARIETY OF DUTIES IN OPERATIONS; HANDLE CLIENT NEW ACCOUNT OPENINGS, HANDLE CLIENT BANKING AND CASH TRANSACTIONS, RECONCILE ACCOUNTS, SERVICE EXISTING ACCOUNTS, PERFORM OTHER OPERATIONS RELATED RESPONSIBILITIES, CROSS-SELL THE BANK’S PRODUCTS AND SERVICES, AND ANSWER PHONES.
CONSISTENTLY DISPLAY A TEAM-PLAYER AND POSITIVE ATTITUDE TO CLIENTS AND STAFF. COMPLETE ASSIGNED DUTIES AND RESPONSIBILITIES IN AN ACCURATE AND TIMELY MANNER.
DUTIES AND RESPONSIBILITIES:
PRIMARY FUNCTIONS:
NEW ACCOUNTS
Open New Accounts/Business and Personal (including CIP Compliance set up and boarding)
Supersedes New Account documents
New Account & File maintenance callback (If not opened by them)
Check and Endorsement Stamp Ordering
Scanning New Account Documents into Image Center
Maintenance and Follow-Up - New Accounts Pending Log
Reactivate Accounts
Account Analysis input
TELLER FUNCTIONS
Handling deposits, cashing checks, balancing cash drawer, CTR reporting, etc.
Night-drop Processing
Rate Variances Input
Telephone Transfers Input
Review and Approve Remote Deposit Capture and Mobile Deposits
OTHER DUTIES
Process manual wires (either input or callback)
Answer Phones
Assist with Branch Self-Audit Certifications
Perform other duties, as assigned
OPENS NEW ACCOUNTS/CROSS-SELLS BANK’S PRODUCTS AND SERVICES
- Assist prospective new account customers, explain various account options and programs, and open new accounts - both business and personal.
- Prepare and review new account paperwork; appropriately identify customer, ensure that all new account paperwork is complete and accurate, and all legal documents required are received and filed.
- Ensure that all account maintenance activities requested by clients and management are completed within the Bank’s procedures and policies.
- Maintain an up-to-date knowledge of the Bank’s Deposit Products and Services.
TELLER FUNCTION/CASH CONTROL
- Perform teller duties such as accepting deposits, cashing checks, receiving and paying out cash, CTR-currency transaction reporting, issuing cashier’s checks, handling customer inquiries, etc.
- Maintain an excellent balancing record.
- Maintain proper level of drawer cash, within established Bank limits.
- Assist in the handling of incoming and outgoing cash shipments.
- Process night drop, courier bags, and bank-by-mail deposits.
- Operate a variety of branch alarm and/or security equipment.
CUSTOMER SERVICE
- Consistently provide the highest level of customer service
- Answer client and prospective client questions in regard to accounts and other Bank products and services.
- Ensure that duties and responsibilities are completed right the first time and timely follow-up is conducted to ensure that commitments to clients are consistently met.
TEAM EFFECTIVENESS/PEOPLE ATTRIBUTES
- Consistently maintain a team-player/positive attitude and at all times provide the highest level of customer service.
- Impeccable personal integrity and maintain confidentiality of client information and data.
PHYSICAL CONSIDERATIONS
- Ability to operate standard office equipment i.e. personal computer, teller terminal, computer keyboard, printer, copier, telephone, calculator.
- Ability to perform repetitive, finer hand/wrist and arm movements, including filing, reaching, carrying, pushing, lifting, and bending.
- Ability to think clearly, critically, and provide appropriate solutions.
- Work activities involve combination of sitting for longer periods and intermittent standing & walking. Regularly required to talk, hear, and work with close vision.
- May be required to lift up to 15 lbs. - 5-10 lbs. regularly and 10-15 lbs. occasionally.
- Working Environment – office/business environment, working in the office.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.
JOB REQUIREMENTS
To perform this job successfully, an individual must be able to perform each primary job duty and responsibility satisfactorily.
- Proven ability to deliver prompt and top-quality customer service to all clients.
- 3+ years general banking/financial institution operations experience including teller functions, cash handling, and opening, closing and performing maintenance on all types of business and personal deposit account products and services.
- General knowledge of banking laws and regulations as they relate to operations and new accounts functions in a bank/financial institution.
- Good and proven interpersonal and communication skills; friendly and helpful; ability to be flexible within a changing work environment.
- Good organizational abilities, detail oriented and ability to multi-task.
- Regular and consistent attendance and punctuality record.
- Computer literate – Word, Excel, Outlook and Internet. Experience with FIS a plus.
Infinity Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to any status or characteristic protected by applicable law.
This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management. Infinity Bank reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.
Company Description
Infinity Bank, a premier community bank headquartered in the Santa Ana/Irvine area, commenced operations in February 2018 and is focused on serving the banking needs of commercial businesses, professional service entities, their owners, employees and families.