p>Essential Functions and Responsibilities: • Resolve client-based inquiries and concerns (including but not limited to reconciliation of statements, card re-pins, card lock outs, balance inquiries, error corrections, all other customer services issues posed by clients or employees) • Perform clerical duties • Order products & set up services for clients • Assist manager(s) and or Relationship Manager in any operational duties, including external business meetings at client's office • Attend External events and Expo's • Complete other related tasks & projects as directed by management.
Knowledge, Skills, and Abilities:
• 0-1 years of customer service experience in a bank environment • Strong ability to understand risk • Serve as a liaison between customers and the financial institution • Communicate regularly with clients to build and maintain strong relationships • Document all client interactions and maintain accurate records • Stay updated on bank policies, financial trends, and regulatory requirements • Collaborate with other bank staff to ensure excellent customer service • Flexibility to work branch hours.