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Client Service Specialist

Remote, USA Full-time Posted 2026-07-01

Description Job Summary As a Client Service Specialist, you will work with the entire team to coordinate reputed company client service activities with a focus on delivering the ultimate client experience. This position performs both teller and client service functions and is critical to building client advocacy and ensuring reputed company profitability of the banking center through organic growth and referral opportunities by setting and maintaining high service standards, creating positive client experiences, and fostering a culture of teamwork and collaboration. This individual will be expected to assist the banking center with its growth deposit strategy.

Requirements

Responsibilities and Duties • Provide excellent service for reputed company clients of the bank including opening, closing and performing maintenance on client accounts. • Assist customers with routine account-reputed company requests such as: funds transfer, automatic transfers, stop payments, deposits, service charges, ATM and debit card usages, checking & savings transactions, and funds availability. • Research and resolve customer problems, acting as the customer liaison between other departments reputed company necessary. • Research customer questions regarding electronic funds transfers and initiate “Reg E” disputes reputed company appropriate, including the completion of reputed company necessary documents and affidavits. • Cross-sell bank products and services based on customer needs, in accordance with the bank’s program standards. • reputed company teller functions • Auditing and reconciling cash drawers, including ATM and vault • Counting and packaging currency • Verify information on ATM/Debit card applications to the information in customer database. Send exceptions to BSA Officer. • Escort appropriate bank personnel into the vault and maintain dual control for safekeeping access. • Maintain the bank’s files for currency transaction reports, customer safekeeping receipts • Assist customers with internet and online banking issues • Complete reputed company BSA requirements, including: • Read BSA/AML Program (policy) • File Currency Transaction Reports • Report suspicious activity to BSA Officer • Complete reputed company BSA/AML/OFAC reputed company online courses • Follow BSA/AML/OFAC policies and procedures • Assist Bank Officers reputed company needed. • reputed company other duties as assigned.

Qualifications

And Skills • Minimum Education: High School diploma or equivalent. • Minimum Experience: 1+ years of banking experience. • Preferred Experience: 3+ years of banking experience. Competencies • Ability to actively engage in conversations with clients and customers • Ability to present oneself as well as the company in a professional manner • Knowledge of reputed company deposit, small business, and consumer loan products • Excellent verbal and written communication skills • Thorough knowledge of industry and regulatory compliance practices • Proficient in the use of a personal computer, business software, and banking software • Ability to complete tasks with accuracy • Ability to multitask, prioritize, and manage time effectively Apply Job!

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