Client Service Representative I - FT / Branch: Farnam

Security National Bank; Omaha (NE); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Client Service Representative to provide exceptional service to clients in a community bank setting. This role emphasizes professional customer interactions and accurate transaction processing. The ideal candidate will thrive in a team-oriented environment, demonstrating reliability and a strong commitment to customer satisfaction. Join a supportive workplace that values integrity and long-term relationships, where your contributions directly impact the community. If you are passionate about delivering top-notch service and making a difference, this opportunity is perfect for you.

Qualifications

• 6 months of cash handling and customer service experience required.
• High attention to detail for financial transactions is crucial.

Responsibilities

• Provide prompt and efficient transaction services to clients.
• Assist customers with inquiries in-person and over the phone.
• Process various customer transactions accurately.

Skills

Effective verbal communication

Proficiency with Microsoft Outlook

Proficiency with Microsoft Word

Proficiency with Microsoft Excel

Basic math skills

Customer service

Attention to detail

Ability to handle stress

Teamwork

Reliability

Education

High school diploma or equivalent

Tools

Bank software

Job description

Join to apply for the Client Service Representative I - FT / Branch: Farnam role at Security National Bank

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business, and wealth in three markets: Iowa, Nebraska, and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

REQUIRED WORK SCHEDULE: M-F from 8:30 am - 5:30 pm, and every other Saturday morning.

Job Summary

This position is responsible for providing prompt and efficient transaction services to clients. This role requires professional customer focus, achievement of service standards, a high degree of accuracy, and adherence to Bank policies and procedures.

Essential Functions

1. Provide Customer Interactions & Service (45%)
   • Consistently provides the highest level of professional service by following the Personal Interaction Expectations (PIEs).
   • Assists customers with inquiries in-person and over the telephone in a professional manner.
   • Accurately answers general customer inquiries regarding transactions.
   • Provides a seamless transition to a banker in person or over the phone for more complex transactions.
   • Evaluates customer concerns to identify appropriate action.
2. Accurately Process Customer Transactions (45%)
   • Processes transactions including demand deposit accounts, savings accounts, check cashing, cashier's checks, credit card payments, and loan payments.
   • Uses resources and tools to navigate client account portfolios within the bank software.
   • Understands debits and credits as related to transaction balancing.
   • Maintains cash drawer limits and adheres to security procedures.
   • Balances cash drawer according to procedures and maintains balancing ratio.
   • Immediately reports discrepancies to a supervisor for investigation.
   • Follows branch security procedures and regulations.
   • Reviews all customer accounts for pop-up warnings and potential fraud or suspicious activity, following proper procedures to prevent loss.
   • Supports branch and team goals through collaboration and shared responsibilities.
   • Follows opening and closing procedures as set by Branch Delivery.
3. Product Knowledge and Services (10%)
   • Understands bank products and services to answer frequently asked questions.

Knowledge, Skills, and Abilities

• Effective verbal communication with external and internal customers.
• Proficiency with Microsoft Outlook, Word, and Excel.
• Basic math skills with high attention to detail for financial transactions.
• Ability to balance debits and credits accurately.
• Confident in providing personalized customer service.
• Calmly handles high-stress situations with a positive attitude.
• Maintains confidentiality and acts with integrity.
• Works well in a team, demonstrating respect and positivity.
• Reliable attendance and punctuality.
• Completes training by the designated deadline.

Minimum Education & Experience

• High school diploma or equivalent.
• At least 6 months of cash handling and customer service experience.

Physical Requirements

Includes standing, typing, handling cash, reaching, talking, hearing, walking, occasional stooping or kneeling, lifting up to 52 lbs with assistance, and specific visual abilities.

Working Conditions

Primarily in an office environment, with occasional outdoor work in various weather conditions for branch maintenance tasks.

Equal Opportunity Statement

Security National Bank provides equal employment opportunities without discrimination based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, or veteran status, in accordance with applicable laws.