Client Service Representative

Maquoketa Area Chamber of Commerce; Maquoketa (IA); Presencial; USD 32.000 - 42.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

Dental Insurance

401k Retirement Plan

Paid Holidays

Paid Time Off (PTO)

Group Term Life

Short Term Disability

Long Term Disability

Maternity/Paternity Leave

Community Involvement

TGIM Company Event

Descripción de la vacante

Maquoketa Area Chamber of Commerce is seeking a customer-focused professional to provide information, resolve client inquiries, and relay feedback to support client satisfaction and revenue growth.

You will handle deposits, inquiries, and referrals while building trust with clients and coordinating with other departments to ensure accurate processing and reporting.

Formación

• Good customer service and problem-resolution skills.
• Strong attention to detail and accuracy.
• Basic math, computer use, and documentation skills.
• Clear communication and time-management abilities.

Responsabilidades

• Open and close client deposit, safe box, debit card accounts.
• Maintain account information and forms and any necessary reporting.
• Manage a large volume of calls and inquiries; walk-ins.
• Cross-sell bank products; inform clients of new services and promotions.
• Build sustainable relationships and trust with client accounts.
• Resolve client issues and provide relevant information.
• Perform other duties as assigned.

Conocimientos

Customer service

Attention to detail

Mathematics skills

Basic PC knowledge

Effective communication

Educación

High School diploma or GED

Descripción del empleo

Summary

POSITION SUMMARY

This position is responsible for providing product and/or services information; resolving any emerging problems that our client accounts might face with accuracy and efficiency. This position obtains and relays client feedback. This position plays a fundamental role in achieving our client satisfaction and revenue growth objectives.

KEY ORGANIZATIONAL RELATIONSHIPS

• Reports to supervisor or Officer.
• Works closely with clients and other departments.

Responsibilities

DUTIES AND RESPONSIBILITIES

Essential Duties and Responsibilities

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Opening and closing of client deposit, safe box, debit card accounts.
• Maintenance of account information and forms and any necessary reporting.
• Manage a large volume of calls, answer inquiries, walk-ins.
• Generates sales leads.
• Make referrals to other bank services.
• Cross-sells bank products by answering inquiries; informing clients of new services and product promotions; ascertaining clients' needs; directing clients to a branch representative.
• Build sustainable relationships and trust with client accounts through open and interactive communication.
• Assist clients with routine-related requests such as: fund transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges. Inquiries about ATM and debit card usage and limits. Inquiries about checking and savings accounts transactions, and available funds, check verification requests by third parties.
• Reconciles bank statements by comparing statements with general ledger. Performs all necessary account, bank and other reconciliations.
• Research, track and resolve accounting problems.
• Issue checks for accounts payable and prepare payments for signature.
• Record business transactions and key daily worksheets to the general ledger system.
• Prepare a range of general clerical, accounting and bookkeeping support functions.
• Record charges and refunds.
• Maintain client confidence and protects bank operations by keeping information confidential.
• Go the "extra mile" to build trust relationships, client loyalty and satisfaction.
• Manage risk in every transaction and detect fraudulent transactions to prevent losses.
• Resolve clients' issues and provide relevant information.
• Performs other duties as assigned.

Skills

SKILLS AND ABILITIES

To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.

• Provides exceptional customer service by responding to requests for service and assistance and identifying and resolving problems in a timely manner. Good people skills.
• Demonstrates accuracy and thoroughness. Attention to details.
• General math skills, basic PC knowledge and familiarity with electronic equipment, provide solutions based on client needs, financial skills and documentation skills.
• Effective communication skills (speaking and listening), time management skills, and client satisfaction-oriented.

Education

EDUCATION AND EXPERIENCE

• High School diploma or GED equivalent required. 1-2 years' experience preferred.

Benefits

• Stakeholder Bonus
• Health Insurance
• Dental Insurance
• Retirement Plan (401k) - 3% Safe Harbor Contribution + Discretionary Contribution
• 10 Observed Holidays
• PTO
• Group Term Life provided
• Short Term Disability - 100% provided by company
• Long Term Disability
• Maternity/Paternity Leave - 100% of pay
• Community Involvement
• Pay-It-Ohnward - Company Giving Program
• Grilling for Charity - Community Donations
• Thank God Its Monday (TGIM) Company Event??????????

Equal Opportunity Employer