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Client Service Specialist

Client Service Specialist

ST
Admin Support Worker
Irvine, CA, US


SUMMARY   
This position is responsible of providing client service and fulfillment of all Specialty Deposit Group banking needs. This position will open and service accounts of various types. The role will process deposits, withdrawals and disbursements and is responsible for all electronic client data. This position is also responsible to maintaining account records and information and adhering to general branch operations standards and procedures. Attention to detail and accuracy are critical to this position.  
  
ESSENTIAL DUTIES AND RESPONSIBILITIES   
  • Assist in all aspects of client servicing, including, but not limited to, administration, account maintenance, check cashing, processing payments, withdrawals and deposits and researching and resolving any client related issues.  
  • Assist in the processing and handling of new account origination.  
  • Answer incoming phone calls, emails, greet clients, and places calls in a timely, professional manner with an emphasis on superior and professional service.   
  • Service clients’ existing request and recommend additional products and services as appropriate.  
  • Help meet or exceed department Service Level Agreements (SLAs) for servicing existing clients.  
  • Effectively communicates with SDG Sales, Implementation and other Operations team member’s status updates through the Bank’s Core and Client Relationship Management Systems.  
  • Performs duties associated with the opening all types of new accounts and maintenance of existing accounts, including check orders, address changes and/or superseded signature cards.   
  • Maintains documentation files in order and performs applicable updates.   
  • Performs general filing, clerical duties, research assignments and processes stop payments, wire transfers and account transfers.   
  • Handles Specialty Deposit Group clients’ telephone and email inquiries, problems and requests related to their accounts, and cash management products and services effectively and in a timely manner.   
  • Responsible for compiling new client transition package.   
  • Processes deposits received by mail or courier for Specialty Deposit Group clients.     
  
ADDITIONAL RESPONSIBILITIES  
   
  • Demonstrates high degree of professionalism in communication, attitude and teamwork with clients, peers and management  
  • Demonstrates high level of quality work, attendance and appearance  
  • Adheres to all Company Policies & Procedures and Safety Regulations  
  • Adheres to local, state and federal laws   
· Understands and complies with all company rules and regulations  
· Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.  
· Additional duties as assigned as it relates to the position  
  
SUPERVISORY RESPONSIBILITIES  
This position does not have supervisory responsibilities  
  
MINIMUM QUALIFICATIONS  
· Minimum of two to three years of bank operations experience  
· Two years of new accounts experience  
· Strong verbal and written communications abilities  
· Exceptional telephone etiquette   
· Understanding of Windows-based personal computers, Word and Excel  
  
  
COMPETENCIES:  
· Adaptability  
· Communication  
· Decision Making  
· Initiative  
· Innovation  
· Motivator  
· Organization  
· Professionalism  
· Results Orientated     
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