Client Experience & Teller Specialist

Cogent Bank; Bradenton (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Cogent Bank in Bradenton, FL is seeking a Client Service Specialist to coordinate all client service activities, perform teller functions, and help foster a culture of teamwork and exceptional client experiences.

The role focuses on delivering an outstanding customer experience, resolving routine account questions, cross-selling bank products, and maintaining accurate cash handling and compliance with BSA/AML procedures.

Qualifications

• High School diploma or equivalent.
• 1+ years teller and client service experience.
• 3+ years banking experience preferred.

Responsibilities

• Assist customers with routine account-related requests such as funds transfer, automatic transfers, stop payments, deposits, service charges, ATM and debit card usages, checking & savings transactions, and funds availability.
• Research and resolve customer problems, acting as the customer liaison between other departments when necessary.
• Cross-sell bank products and services based on customer needs, in accordance with the bank’s program standards.
• Perform daily teller functions.
• Audit and reconcile cash drawers, including ATM and vault.
• Count and package currency.
• Verify information on ATM/Debit card applications to the information in customer database.
• Escort appropriate bank personnel into the vault and maintain dual control for safekeeping access.
• Maintain the bank’s files for currency transaction reports, customer safekeeping receipts.
• Assist customers with internet and online banking issues.
• Assist Bank Officers when needed.
• Other duties as assigned.
• Complete the following BSA requirements: Read BSA/AML Program (policy); File Currency Transaction Reports; Report suspicious activity to BSA Officer; Complete all BSA/AML/OFAC related online courses; Follow BSA/AML/OFAC policies and procedures.

Skills

Client service

Cash handling

Banking product knowledge

Regulatory compliance

Education

High School diploma or equivalent

Tools

Banking software

ATM systems

Job description

Cogent Bank in Bradenton, FL is seeking a Client Service Specialist to coordinate all client service activities, perform teller functions, and help foster a culture of teamwork and exceptional client experiences.

The role focuses on delivering an outstanding customer experience, resolving routine account questions, cross-selling bank products, and maintaining accurate cash handling and compliance with BSA/AML procedures.