Client Service Representative

JOB SUMMARY Perform a variety of duties to provide existing clients and potential customers with efficient and accurate services.
Abide by the “Deliver on the Promise” commitment.
ESSENTIAL FUNCTIONS •Use software applications as required by specific job functions •Use procedures and forms relating to the activities of the assigned work unit •Receive deposits; verify cash and endorsements •Accept checks for cashing or paying; verify endorsements; identify clients and customers; insure validity of transactions •Manage and balance cash within teller guidelines for position •Make credit card advances •Accept loan payments •Process wire transfers •Sell cashier checks •Prepare change orders for commercial clients •Knowledge of the various kinds of accounts available to clients; cross-sell bank products and services •Serve clients courteously and expeditiously to ensure their satisfaction •Become knowledgeable of bank compliance issues •Teamwork—Support co-workers whenever help is needed to provide the highest level of client service •Assist in completing department duties in a timely and efficient manner •Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position •Follow all Bank compliance policies and procedures relating to this position •Other duties as assigned to meet client and operational needs WORK CONTEXT •Ability to concentrate and focus on essential functions in appropriate priority order is required •Requires being punctual, dependable, detail oriented and responsible for work outcomes and results •Requires sitting for long periods and traveling to other departments and locations, as needed •Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions •Requires completion of assigned on-line training courses with a passing percentage •Professional environment requiring appropriate professional demeanor and attire •Work is performed indoors in environmentally controlled conditions JOB SPECIFICATIONS (Applicant must qualify under the following specifications) Demonstrated Skills: •Knowledge of Business English •Ability to communicate orally in an effective manner •Competency with extensive face-to-face contact with clients •Competency in providing exemplary client service in a professional manner •Ability to interpret bank policies and procedures to clients •Ability to tolerate stress •Ability to deal with clients under circumstances requiring tact and diplomacy •Ability to handle large amounts of cash and make change •Competency in basic mathematical skills such as calculating interest and percentages •Ability to operate on-line teller terminal •Ability to operate ten-key calculator or adding machine •Ability to type up to 30 words per minute •Ability to use photocopying and other office equipment •Ability to work with others •Ability to stand for extended periods of time •Ability to lift bags of coin up to 30 lbs.
RELATIONSHIPS 1.
Responsible to the Branch Manager for the fulfillment of functions and responsibilities.
2.
Will have extensive contact with clients and the public, conducting relationships in a manner that will enhance the overall marketing efforts of the bank.
CORE BEHAVIORS for DELIVERING ON THE PROMISE: •Be Genuine—Conduct yourself in a consistent, honest, and compassionate manner.
•Work Ethic— Be willing to go the extra mile for the client, whether internal or external.
•Influence—Be an active player in participating, building, and contributing to service.
•Continuous Learning—Commit to gaining knowledge, skills, and experience on an ongoing basis to better serve the client, increase personal satisfaction, and improve the Bank.
•Team Play—We win together.
Individuality is encouraged to advance and enrich the work of the team.
•Problem Solving—Being creative, problem-solving mentality to every situation.
See alternative, take initiative, and assume responsibility for your actions.
•Communication—Keep other informed and up to date.
Actively listen and learn from each other.
•Have a Sense of Community—We passionately believe that we’re only as strong as the communities we serve, and your involvement is an important part of who we are.
Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.