- 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.
- 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.
-
Customer Service Representative
1 week ago
Brent Stantz - State Farm Agency Iowa, United StatesBrent Stantz - State Farm Agency, located in Iowa, LA is currently looking for a talented, caring, professional to join our team as a Customer Service Representative. This is a position focused on Customer Service and Sales for a well-established State Farm Agent. · If you have a ...
-
Member Service Representative
3 weeks ago
Greater Iowa Credit Union Ames, United StatesWe are currently seeking a Member Service Representative that will be located out of our Somerset Branch. · Location: 2623 Northridge Parkway Ames, Iowa 50010 · Hours: Monday-Thursday 7:30am to 5:30pm, Friday 7:30am to 6pm, and Saturday rotation 9:00am to Noon · Summary: · To ...
-
Client Service Representative
2 weeks ago
TS Banking Group Ames, United StatesJob DescriptionTS Bank 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, nig ...
-
guest service representative
2 weeks ago
Gatewayames Ames, United StatesThe Gateway Hotel & Conference Center is currently hiring a part-time Guest Service Representative to support our hotel operations. Nights and weekend availability preferred. · **Essential Duties & Responsibilities** · Always greet guests in a friendly and professional manner ...
-
Customer Service Representative
3 weeks ago
FastSigns Ames, United StatesDo your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers ...
-
Guest Service Representative
1 week ago
Gateway Hotel & Conference Center Ames, United StatesJob Description · Job DescriptionJob Purpose: Ensure efficient and smooth operations for excellent guest satisfaction. Respond in a professional and courteous manner to guests by providing accurate and timely information and services. · Essential Duties & Responsibilities · Alway ...
-
Customer Service Representative
1 day ago
Titan Industries Urbandale, United StatesAbout ARTUS AG: · Together, let's make it simple: Unleash your drive and unleash the full potential of your talents at the ARTUS GROUP. Since 1981, we have combined the comprehensive, traditional role of an insurance broker with the services of a modern consulting company in 15 ...
-
Titan Ventures Slater, United StatesSales Representative · Full-time (m/f/d) in Inside Sales at Slater · Since its founding in 2001, AWIGO has evolved from a waste management partner to an environmental service provider for the Osnabrück region. This means that we are specialists in all things related to waste, re ...
-
Customer Service Representative I
3 weeks ago
Bank Northwest Ames, United States** Customer Service Representative I** · **Job Category****:** Customer Service/Teller **Requisition Number****:** CUSTO01491 Showing 1 location **Job Details** · **Description** · **Essential Functions & Responsibilities**Include, but are not limited to: · Responsible for pr ...
-
Telephone Customer Service Representative
2 days ago
Matrix Dynamics Bouton, IA, United States Freelance**Apply directly via WhatsApp ** for our client in the service industry in Mainz, we are currently seeking a Telephone Customer Service Representative (m/f/d) to start as soon as possible. The Telephone Customer Service Representative (m/f/d) has great opportunities for professio ...
-
Radiant Innovations Huxley, United StatesJob Description: Salesperson to Customer Service Representative as a Career Changer (m/f/d) Cologne · Online Application · TARGOBANK as an Employer BANK.REAL.DIFFERENT. That is our claim as an employer. Become part of our sales team and bring your personality and your power. We ...
-
First National Bank of Ames Ames, United States13-Jan-2022 to Until Filled (CST) · Customer Service · Ames, IA, USA · Full Time · *Health, Dental, Vision. Life Insurance, 401K with employer match, Short & Long term disability, Accrue 3 weeks PTO first year, Bank Performance Award* · **Major Function:** · Provides optima ...
-
Infinity Systems Ankeny, IA, United States FreelanceOur renowned client in the insurance industry in Hamburg is looking for a **Customer Service Representative Inbound (m/f/d)** for their office in Ankeny, IA. · This position is available for 30 hours per week. · **Your responsibilities**: · - Providing customer advice over the ph ...
-
Blue Horizon Enterprises Ogden, IA, United States Freelance**Responsibilities**: · - You are responsible for the opening, preparation and follow-up as well as the supervision of our commercial and technical training courses. You are the direct contact person for our customers and instructors and provide advice on the topic of further edu ...
-
Fresenius Medical Care Ames, United States Full timePURPOSE AND SCOPE: · The professional registered nurse Inpatient RN CAP 2 may be an entry level designation into the Clinical Advancement Program (CAP) for new employees who meet the RN CAP 2 criteria or attained through advancement from CAP 1. This position is accountable and re ...
-
healthcare customer service representative
2 weeks ago
Teleperformance USA Iowa, USA, United States**Overview** · **About TP** · Teleperformance is a global, digital business services company. We deliver the most advanced, digitally powered business services to help the world's best brands streamline their business in meaningful and sustainable ways. · With more than 500,000 i ...
-
Customer Service Representative
2 weeks ago
PDM Distribution Services Boone, United StatesAre you passionate about providing exceptional customer service? Do you thrive in a fast-paced environment? If so, we have an exciting opportunity for you As a Full Time Customer Service Representative at PDM Distribution Services, you will be the face of our company, ensuring th ...
-
Client Service Representative
3 weeks ago
VCA Animal Hospitals, Inc. Des Moines, United StatesAre you looking to be a part of a supportive team that has the resources to push your career forward? If so, we would love to connect with you VCA Avondale Veterinary Hospital in Des Moines, IA is seeking a Client Service Representative to join our Client Service, Representative, ...
-
Guest Service Representative
3 weeks ago
First Hospitality Group Inc Des Moines, United StatesWhat's in it for you... · * Hotel and travel discounts at worldwide destinations · * Professional development and promotion opportunities · About this job... · Guest Service Representatives are often the first in-person contact for hotel guests and support the realized and unreal ...
-
Customer Service Representative
3 weeks ago
PDM Distribution Services Boone, United StatesJob Description · Job DescriptionAre you passionate about providing exceptional customer service? Do you thrive in a fast-paced environment? If so, we have an exciting opportunity for you As a Full Time Customer Service Representative at PDM Distribution Services, you will be the ...
Client Service Representative - Ames, United States - TS Banking Group
Description
Job DescriptionTS Bank 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: Ames, IA
Experience and Skills
