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Client Service Associate (Retail Banking)

Signature Bank N.A.
Toledo, OH
  • Posted: over a month ago
  • Full-Time
Job Description

Summary / Objective: Performs client services, such as opening new accounts, opening Individual retirement accounts, assisting clients with questions concerning deposit services, and processing teller transactions in accordance with all bank policies and procedures. Provide prompt, efficient, and accurate service while always maintaining Gold Standard Service.


Essential Duties and Responsibilities: The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Responsible for the development of new personal and business client relationships and maintaining existing client relationships. Answers questions on deposit services provided by the Bank.
  2. Maintains accurate client record files; prepares documents thoroughly and carefully to avoid unnecessary delays in opening the client's account(s).
  3. Mitigate risk by reviewing checks, deposits and other transactions for possible fraud.
  4. Ensures compliance with regulatory requirements; stays updated on banking laws and regulations.
  5. Provides support for the Transaction Coordinators; process client transactions, responsible for cash drawer, and conducts audits on teller cash drawers.
  6. Provides support for the Receptionist; greet all clients, maintain professional appearance of the lobby, and observation of lobby traffic and client coordination with other bank staff for assistance.

Competencies:

  1. Ethical conduct
  2. Technical aptitude in computer software programs
  3. Accuracy and thoroughness
  4. Consistency and reliability
  5. Receptive listener and good communicator
  6. Ability to work independently
  7. Relationship management
  8. Works well with employees in other departments.
  9. Responsive and flexible to other duties as assigned on an intermittent or regular basis as needed.

Signature Bank N.A.

Address

Toledo, OH
43623 USA

Industry

Retail

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