Client Services Representative (Banking) jobs in Syracuse, NY

Position Title:                                                                                                Reports To:

Banking Solutions Representative                                                                 Branch Manager

POSITION SUMMARY:

On a daily basis enthusiastically provides exceptional client service, with a full working knowledge of retail banking functions and services, while striving to meet individual goals.

JOB RESPONSBILITIES

• Delivers excellence in customer service, education, guidance and respect to all Solvay Bank customers and co-workers in accordance with the Solvay Bank Client Service Standards.
• Thoroughly understands, embraces and exhibits Solvay Bank Values and serves as an example to others in actions and words.
• Takes personal initiative in welcoming Bank customers, assessing customer needs, and responding appropriately through personal service or re-direction to the appropriate party.
• Educates and assists customers with opening various types of deposit, loan accounts and changes to existing accounts.  Is an expert on all of the Bank’s Digital Banking products and actively uses them. Provides information on products and services that meet the customer’s needs and wants in accordance with all Bank policies and procedures.
• Instructs and assists customers in the use of all automated banking products.
• Actively and professionally cross-sells Bank products and other Bank services; referring customers to other departments as appropriate.
• Enthusiastically meets and exceeds sales goals, referrals, and marketing of various bank products and services.  Regularly uses the Bank’s Client Contact software.
• Processes customer check orders; accepts stop payment requests and address changes, distributing to the proper personnel for processing.
• Demonstrates the ability to comply with Bank regulation and policy as it pertains to responsibilities and the overall security of the Bank, customers, employees and assets.
• Assists customers with Safe Deposit access, questions, and procedures.
• Accurately maintains and balances daily cash drawer, and completes various customer transactions.
• Receives checks and cash for deposit; verifying amount and appropriate endorsement.
• Ability to perform and balance duties associated with Teller and Customer Service Representative job functions based on needs of the branch
• Completes all duties associated with counting and balancing automated banking machines and night deposits as necessary.
• Assists with daily scanning to balance branch
• Actively supports and participates in outbound call efforts to build banking relationship with clients
• Adheres to established policies, procedures and federal regulations.
• Performs other tasks requested by supervisor/manager as they relate to the bank and its functions.
• Ability to maintain operations of the branch in absence of Manager and/or Assistant
• Adheres to Information Security policies and related regulatory policies, procedures and standards designed to protect customer and Bank-owned information.

EDUCATION AND/OR EXPERIENCE:

• Minimum of one year retail banking experience or equivalent 
• Working knowledge of Microsoft Office; a high comfort level with learning computer applications and ability to adjust to new applications
• Exceptional customer service standards 
• Ability to multi-task while dealing with all types of customers, procedures and expectations

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; and talk or hear. The employee frequently is required to stand, walk, sit, and climb stairs. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

The noise level in the work environment is moderate.