Client Services Associate

Overview

GENERAL DESCRIPTION:

• Reviewing reports for accuracy; processing and balancing various transactions
• Verification and check-back of work performed by others; completing maintenance, research, disputes, payment decisions, returns, etc.
• Assists with the majority of incoming customer calls – providing customers with exceptional customer service, as well as answers and solutions to their questions and financial needs.
• Resource for internal customers – providing support and answers to employees as they assist their external customers.
• Performs corrections as needed for end of year tax records.
• Provides support for the Banks debit card program.
• Reviews end of the year deposit tax notices prior to mailing and assists customers with questions on their deposit tax notices.
• Communicates with the department managers and appropriate staff personnel to bring awareness to any concerns, trends, customer issues, etc. that need to be discussed, researched and explored.

• Reviews the same set of duties as listed in
  
  General Description:
  
  reviewing reports for accuracy; processing and balancing various transactions; verification and check-back of work performed by others; completing maintenance, research, disputes, payment decisions, returns, etc.
• Assists with customer communications and internal support to provide solutions to questions and financial needs.
• Supports internal customers by providing assistance to employees as they assist external customers.
• Performs corrections for end of year tax records as needed.
• Supports the Banks debit card program and related processes.
• Assists customers with questions on year-end deposit tax notices.
• Raises awareness of concerns, trends, and customer issues with department managers and staff, for discussion and investigation.

• Must have exceptional oral, written, and interpersonal communication skills
• Ability to apply common sense to carry out instructions, understand procedures, write correspondence, and speak clearly to customers and employees
• Possess a working knowledge of Microsoft Word and Excel
• Must be self-motivated, a good problem solver and detail oriented

• Associate’s degree (AA) or equivalent from a two-year college or technical school; or two or more years of related experience and/or training; or the equivalent combination of education and experience preferred.