Sr Client Services Specialist

Military, Veterans and Diverse Job Seekers; San Diego (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

Military, Veterans and Diverse Job Seekers in San Diego is seeking a Sr Client Services Specialist to interview and determine customers' banking needs, assist in selecting accounts and services, and efficiently open and cross-sell bank products.

You will handle teller transactions as needed, represent the bank professionally, and help train junior staff in new account processes while building strong relationships with customers and internal teams.

Qualifications

• Minimum 5 years banking experience.
• Minimum 2 years new account experience.
• Minimum of 1 year sales experience.
• Knowledge of Bank policies and procedures and regulatory compliance.

Responsibilities

• Interview customers to determine banking needs and recommend accounts/services.
• Open and cross-sell accounts and bank products.
• Process teller transactions as needed and maintain high service levels.
• Assist in training less experienced staff in new account processes.
• Handle complex transactions and customer relationships.

Skills

Interpersonal communication

Sales experience

Problem resolution

Job description

About the job Sr Client Services Specialist

Job Summary:

Interviews and determines customers' banking needs. Aides in selecting accounts and services best suited for the customer's particular needs and requirements. Accurately and efficiently opens and cross-sells new accounts and bank products. Process teller transactions as necessary. Performs to standards that meet or exceed the Banks objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times. Shows leadership in assisting and cross-training of less experienced staff members in the new account process. Responsible for the most complex transactions and customer relationships.

Duties and Responsibilities:

• Branch expert in opening new account utilizing Banks new account platform.
• Accurately produce signature cards and other documents, disclosures timely and efficiently.
• Maintain a high level of service to Bank Customers.
• Assist customers with problem resolution in order to maintain a high level of customer satisfaction. Act as the initial escalation point for problem resolution.
• Proficient in all teller, safe deposit, ATM balancing and all related systems platforms.
• Input wires as required.
• New account callback of accounts opened by other CSS
• Thorough understanding of legal documentation requirements for both consumer and business accounts.
• Perform clerical tasks such as filling, copying, scanning.
• Answer general phone line, resolve customer inquiries and or forward calls as appropriate.
• Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts.
• Responsible for identifying cross sell opportunities and acting on them as appropriate.
• Perform other duties as assigned or needed.

BSA/AML/Compliance

Responsibilities

• This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Banks BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Banks compliance program.

Physical Demands

• Regularly required to talk or listen
• Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
• Required to sit for long periods of time
• Occasionally required to stand and walk
• Occasionally required to lift up to 25 pounds
• Specific vision abilities required by this position include close vision and the ability to focus.
• Employee may be required to travel occasionally between banking offices

Requirements:

Qualifications

• Minimum 5 years banking experience
• Minimum 2 years new account experience.
• Minimum of 1 year sales experience.
• Knowledge of Bank policies and procedures and regulatory compliance.