Bank Client Services Specialist - First Command Financial Services, Inc.

How will this role impact First Command?

The Bank Client Services Specialist is responsible for providing a consistent world-class experience with every interaction. The primary responsibilities include processing teller transactions from walk-in clients and bank by mail in addition to processing requests received from clients, advisors, and other employees via e-mail and secure message. This position is responsible for maintaining and balancing an assigned cash drawer and assists with the balancing of the bank’s ATM and central vault. Additionally, this position is expected to handle confidential and sensitive information while working under strict deadlines with interruptions and doing so with minimal errors.

What will the employee do in this role?

·20% - Lobby Transactions & Service

oProcess over the counter (OTC) cash and check deposits, loan payments, Cashier’s Check requests, and various other client transactions

oProvide access to the Safe Deposit Box upon client request

oProcess ATM deposits

·10% - Cash Handling

oAccurately record all cash transactions including deposited cash from clients, transfers between tellers, and buy/sell transactions with vault.

oAssist with requesting and processing cash from Federal Reserve Bank

oBalance cash drawer, ATM, and bank vault

·35% - Bank by Mail Transactions

oProcess incoming bank by mail transactions including examining checks for proper endorsement and completing research as necessary

oContact clients by phone, secure message, and email to ensure requests are accurately processed

·30% - Client & Departmental Support

oProcess incoming Cashier’s Check and gift card requests received via email and secure message

oProcess instant issue debit card requests, balance unissued inventory, and maintain log of issued cards

oProcess outgoing mail requests for document copies and other correspondence sent from bank to clients

oSort and distribute incoming mail to departments across the bank

oReview suspended remote deposit transactions

·5% - Other Duties

oComplete annual compliance and other required training

oCollaborate with other departments to identify process improvements

oAssist with testing bank systems

oOther duties as assigned

What skills & qualifications do you need?

Education

·High School Diploma or equivalent required

·College Degree or progress towards degree preferred

Work Experience

·Two or more years of customer service experience required

·Two or more years of banking or financial services experience preferred

·Two or more years of cash handling experience required

·Experience with Jack Henry SilverLake and complementary systems strongly preferred

Required Knowledge, Skills, and Abilities

·Detail oriented while operating in a quick and changing environment

·Strong verbal and written communication and organizational skills

·Familiar with and able to effectively use Microsoft Office and able to learn other software used by First Command

·Ability to maintain confidential information and records

·Excellent customer service skills; including handling challenging situations with clients and advisors in a professional manner

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