Client Services Representative

Client Services Representative

Job Description

  • Generates new business to assist in meeting Bank profitability goals.
  • Prepares and compiles new client applications and information to open new accounts.
  • Responds to client inquiries and requests regarding account.
  • Cashes checks and pays out money after verification of signatures and client balances.
  • Places holds on accounts for uncollected funds.
  • Orders daily supply of cash, and counts incoming cash.
  • Removes deposits from, counts and balances cash in night depository.
  • Issues official checks, traveler’s checks and savings bond applications.
  • Maintains files, copies and fax documents, and orders and distributes supplies.
  • Provide expedient and courteous service to all clients both in person and on the phone.

Company Profile:

Salary: Not disclosed


Functional Area:

Role Category: Others

Employment Type: Full time