POSITION: Client Service Representative

DEPARTMENT: Client Service

REPORTS TO: Client Service Manager

SUMMARY

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Performs a variety of banking transactions in compliance with legal requirements and Bank policies and procedures.

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Provides accurate, friendly client service in a timely manner

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Maintains currency and coin under prescribed limits.

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Adheres to Bank security policies and maintains confidentiality of records and client information.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

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Explains products and services to clients and potential clients, referring such clients to appropriate personnel if needed.

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Opens new accounts for clients ensuring all Customer Identification Procedures requirements are met while obtaining proper documentation.

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