Client Services Banker

Dime Commercial Bank; Mattituck (NY); On-site; USD 30,000 - 40,000; Full time

Job summary

Dime Commercial Bank in Mattituck, NY is seeking a Customer Service Associate to ensure accurate completion of customer requests, respond to inquiries promptly, and process routine bank transactions. Prior experience as a Universal Banker or Relationship Banker is a plus.

The CSA will support Branch Manager through in-branch sales, adhere to Bank Secrecy Act requirements, handle new accounts and file maintenance, and share in-depth knowledge of Dime products and services to deliver appropriate

Qualifications

• High School Diploma or equivalent required.
• Minimum 1 year retail banking experience required.
• Prior experience as a Universal Banker, Relationship Banker, Customer Service Associate/Representative, Financial Service Associate, a plus.
• Cash-handling experience preferred.
• Excellent customer service skills.
• Advanced PC, Network, E-Mail, Director, Internet, Word Processing, and Spreadsheet experience preferred.
• Strong problem-solving skills to effectively uncover and resolve customer issues.
• Thorough understanding of compliance and record keeping requirements.

Responsibilities

• Process customer transactions accurately and efficiently, including deposits, withdrawals, transfers, money orders, cash advances, cashiers' checks, and night drop bags.
• Reconcile cash drawer by proving cash transactions, counting and packaging currency and coins.
• Perform account services to all Dime customers.
• Respond to customer inquiries and deliver in-depth knowledge of Dime products and services to provide appropriate solutions.
• Support business development efforts of Branch Manager through in-branch sales, phone, and direct mailing campaigns.
• Report under the Bank Secrecy Act (BSA), requirements related to Currency Transaction Report (CTR), Suspicious Activity Report (SAR) and Dime internal Suspicious Activity Tracking Report.
• Perform New Account and File Maintenance reviews to ensure accuracy and integrity of data for SOX 404 purposes.
• Possess current knowledge of bank regulatory requirements.
• Uncover opportunities for and service clients with consumer and commercial lending needs and refer them to the appropriate department.
• Make decisions within their realm of authority (i.e., overdrafts, overrides, signature guarantees) in lieu of absent managers.
• Cross train on both teller window and banking platform as required.

Skills

Excellent customer service skills

Problem solving

Compliance knowledge

Education

High School Diploma or equivalent

Tools

Word Processing

Spreadsheet

Internet

Email

Network

Director

Transaction Research

Job description

Dime Commercial Bank in Mattituck, NY is seeking a Customer Service Associate to ensure accurate completion of customer requests, respond to inquiries promptly, and process routine bank transactions. Prior experience as a Universal Banker or Relationship Banker is a plus.

The CSA will support Branch Manager through in-branch sales, adhere to Bank Secrecy Act requirements, handle new accounts and file maintenance, and share in-depth knowledge of Dime products and services to deliver appropriate