Client Experience Specialist – Banking & Service Excellence

Cogent-Bank; Orlando (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Cogent-Bank in Orlando, FL seeks a Client Service Specialist to coordinate client service activities and perform teller functions. The role focuses on delivering an exceptional client experience, cross-selling banking products, and maintaining high service standards across the banking center.

Responsibilities include assisting customers with account-related requests, resolving problems, and ensuring regulatory compliance through BSA/AML procedures.

Qualifications

• Minimum Education: High School diploma or equivalent.
• Minimum Experience: 1+ years teller and client service experience.
• Preferred Experience: 3+ years of banking experience.

Responsibilities

• Assist customers with routine account-related requests such as funds transfer, deposits, and ATM/debit card usage.
• Research and resolve customer problems, acting as liaison between departments.
• Cross-sell bank products and services based on customer needs.
• Perform teller functions as needed; audit and reconcile cash drawers, including ATM and vault.
• Count and package currency and verify information on applications.
• Escort bank personnel into the vault and maintain dual control for safekeeping access.
• Maintain currency transaction reports and customer safekeeping receipts.

Skills

Client engagement

Professional presentation

Cash handling

Product knowledge

Verbal and written communication

Regulatory compliance

PC and banking software

Accuracy and multitasking

Education

High School diploma or equivalent

Tools

Banking software

Job description

Cogent-Bank in Orlando, FL seeks a Client Service Specialist to coordinate client service activities and perform teller functions. The role focuses on delivering an exceptional client experience, cross-selling banking products, and maintaining high service standards across the banking center.

Responsibilities include assisting customers with account-related requests, resolving problems, and ensuring regulatory compliance through BSA/AML procedures.