Are you a friendly, persuasive person? Do you love to move fast and juggle several projects? Are you known for producing excellent, polished work? Do you enjoy ensuring that every client has a completely positive experience? If so, we may have the perfect role for you to achieve your professional goals alongside other proven winners.

The Client Service Specialist is the primary bank / brand ambassador who is often the first contact in the bank or over the phone. Performs retail branch duties – process transactions efficiently, professionally, and accurately; identifies customer needs; promotes bank products and services; maintain and accurately balances teller cash drawer or recycler; open and close all depository accounts; assist with night depository, vault, and ATM duties. Adhere to all bank established policies, procedures, and overall banking/compliance regulations. Demonstrate a positive working environment with a can-do and collaborative focus which fosters our Mission, Vision and growth plans.

ESSENTIAL OBJECTIVES / FUNCTIONS & RESPONSIBILITIES / DUTIES

• Answer main bank number or greet clients, prospects or vendors in person. Refer to other bank personnel as needed to provide extraordinary service.
• Proficiently performs basic transactions and tasks including but not limited to:
  • Accept and process deposits, withdrawals, transfers, check cashing, loan payments and advances. Ensure proper Customer Identification (CIP) and Bank Secrecy (BSA) procedures are followed.
  • Maintain proper cash levels and keep cash secure at all times. Accurately balance drawer, vault and Report variations in accordance with bank policy.
  • Process daily teller capture, verifying accuracy of scanned documents including endorsements.
  • Collects information for outgoing wire transfers up to specified
  • Handle coin which requires bending and
  • Open and close all depository accounts including personal and business accounts.
  • Perform maintenance on accounts to include password resets and debit card limits among others.
• Obtain appropriate documentation and follow-up with clients after account opening; keep client officer apprised of any issues.
• Maintain up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
• Troubleshoot online and mobile banking issues. Service client accounts and requests accurately in accordance with bank policy and
• Represent the Bank in a highly professional manner.
• Maintain confidentiality; adhere to Kendall Bank policies and procedures; comply with State and Federal laws and regulations, and industry best practices.
• Reliable and predictable attendance.
• Other duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential responsibility / duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

EDUCATION AND / OR EXPERIENCE

• Demonstrated success in a similar role within a professional services environment, preferably in a commercial bank.
• Previous cash handling experience a plus.
• Proven organizational skills and demonstrated success in a multi-task environment.
• High School diploma or equivalent.

LICENSE(S) OR CERTIFICATES

• Valid driver's license.

KNOWLEDGE, SKILLS, AND ABILITIES

• Attention to detail and follow through for task completion.
• Demonstrate well developed verbal communication skills.
• Strong interpersonal skills are necessary to work with internal and external team members.

PHYSICAL DEMANDS (i.e. travel, sit-ability, lifting, operating office equipment, etc.)

• Light sedentary office work; some bending lifting with coin.
• Ability to travel between office locations as needed.
• Occasional travel outside the market area for training and seminars may be required.

TECHNOLOGY AND EQUIPMENT

• Personal computer, including internet.
• MS Office; Internet; Remote Deposit.
• Telephone (voicemail)

SUPERVISORY RESPONSIBILITIES

• None