Client Service Representative - Arcadia, United States - TS Bank

Description

**Client Service Representative**

+ **Job Tracking ID**:

+ **Job Location**: Arcadia, WI

+ **Job Level**: Entry Level (less than 2 years)

+ **Level of Education**: High School/GED

+ **Job Type**: Full-Time/Regular

+ **Date Updated**: October 28, 2021

+ **Years of Experience**: Up to 2 Years

+ **Starting Date**: ASAP

**Job Description:**

**First National Bank and Trust Company** (formally known as the **State Bank of Arcadia**), an affiliate of TS Banking Group, is seeking to hire a **Client Service Representative (CSR)**. This role is responsible for, but not limited to, processing transactions for clients; providing exceptional client service, count currency, monitor and balance cash drawer; process bank by mail, night deposits, loan payments; issue official checks and gift cards.

Preferred education and/or experience includes: High school diploma or general education degree (GED) is required. One year of work experience in a client service representative role or similar work experience is preferred. Formal training may be substituted on a year-for-year basis for the required work experience.

Position location: **Arcadia, WI**

**Experience and Skills:**

Increase client retention and improve client experience by identifying client by name; provide client service to individuals in person and over the telephone; assess each client's financial needs and address effectively

Proficient in processing client transactions; verify client identity and documents produced in order to process transactions; verify endorsement(s) and funds available; check transaction for accuracy and completeness; issue receipts; monitor and balance cash drawer; reconcile differences.

Provide the client with information on banking products and services; become familiar with products and service to make appropriate referrals; gather and organize client information, answer questions, make follow-up calls; provide feedback to supervisor and affected bank personnel in other departments for referrals

Ensure security of assigned cash drawer; maintain proper amount of currency in cash drawer; monitor and balance cash drawer, reconcile differences; buy, sell, and verify currency; count and bundle currency; recognize counterfeit currency; complete log books and bank slips; process large currency orders; process mutilated/unfit currency; maintain needed supplies

Process bank by bank, night deposits, loan payments, savings bonds, cash advances, fund transfer, etc; issue official checks.

Become proficient in banking regulations and requirements, such as, Bank Secrecy Act, Currency Transaction Reporting, Monetary Instrument Log, and detecting/reporting suspicious/unusual activity

Respond to loan payoff inquiries; contact Credit Operations personnel or refer client, as needed

Provide accurate deposit rates (including annual percentage yields [APY's]).

Ability to perform all other duties as assigned.

Comply with all banking and company regulations, policies, and procedures.

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.

To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.

Assist clients with safe deposit box entry.

**Benefits**

Competitive benefits package:

Health and dental insurance

Life insurance package

Generous PTO and holiday package

401K contribution and match

Professional development expense allowance

Gym membership reimbursement

Tuition reimbursement

Paid volunteer time off (VTO)

Wellness program

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**EEO Employer/Vet/Disabled**

TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such, TS Banking Group is bound by the terms of VEVRAA and Section 503, and shall not discriminate against individuals with disabilities, and is committed to take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.

TS Banking Group maintains an Affirmative Action Plan for the purpose of proactively seeking employment and advancement in employment of qualified protected veterans and individuals with disabilities. As an individual interested in employment with TS Banking Group, or as one of TS Banking Group's valued employees, TS Banking Group welcomes the opportunity to make its employees and applicants more aware of the TS Banking Group's obligations and affirmative efforts. Upon request, TS Banking Group will make accessible to you its Affirmative Action Plan for protected veterans and individuals with a disability. If you are interested, please submit a written request to Angela Avis during the HR Office's operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. (Alternatively, a copy of TS Banking Group's Affirmative Action Plan is available electronically on TS Banking Group's intranet site.) Remote employees not physically located at the facility may access the Affirmative Action Plan through the intranet site, or may request a copy of the Affirmative Action Plan for review and return should no internet access be available.