Client Services Specialist – Banking & Cross-Sell Growth

recruitment page; Dothan (AL); On-site; USD 30,000 - 42,000; Full time

Job summary

ServisFirst seeks a Client Services Representative to enhance customer relationships and support day-to-day branch operations. You will open, maintain and close accounts, assist clients with financial services, and ensure accurate documentation and processing.

The role requires delivering exceptional service, cross-selling bank products, and adhering to compliance standards in a fast-paced branch environment.

Qualifications

• High school diploma or equivalent.
• Knowledge of basic accounting is preferred.
• Familiarity with federal and state consumer compliance laws preferred.
• Ability to analyze and interpret basic financial data.
• Proficiency in Microsoft Outlook, Word and Excel.

Responsibilities

• Proactively deepen existing client relationships and establish new ones.
• Assist clients with selecting accounts and financial services.
• Cross-sell Bank products and services.
• Process new accounts and related documents, deposits, and transfers.
• Provide exceptional customer service and resolve client issues.
• Perform branch clerical duties and support teller operations.

Skills

Customer service

Multi-tasking

Communication

Data entry

Microsoft Office

Education

High school diploma

Basic accounting knowledge

Compliance knowledge

Tools

Job description

ServisFirst seeks a Client Services Representative to enhance customer relationships and support day-to-day branch operations. You will open, maintain and close accounts, assist clients with financial services, and ensure accurate documentation and processing.

The role requires delivering exceptional service, cross-selling bank products, and adhering to compliance standards in a fast-paced branch environment.