Client Service Representative I - FT / Branch: Immanuel

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets: Iowa, Nebraska and Texas. As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus. ***\*\*REQUIRED WORK SCHEDULE: Monday - Friday from 8:30am - 5:30pm and every other Saturday morning\*\**** **JOB SUMMARY** This position is responsible for providing prompt and efficient transaction services to clients. This position requires professional customer focus, achievement of service standards, a high degree of accuracy and adherence to Bank policies and procedures. **ESSENTIAL FUNCTIONS** **Provide Customer Interactions & Service (45%)** - Consistently provides the highest level of professional service by following the Personal Interaction Expectations (PIEs). - Assists customers with inquiries in-person and over the telephone in a professional manner. - Accurately answers general customer inquiries regarding transactions. - Provides a seamless transition to banker in person or over the phone for more complex transactions. - Evaluates customer concern to identify appropriate action. **Accurately Processes Customer Transactions (45%)** - Accurately processes transactions to include but not limited to demand deposit accounts, savings accounts, check cashing, cashier’s check, credit card payments, and loan payments. - Utilizes resources and tools to navigate client account portfolio(s) within the Bank software. - Understands debits and credits as related to transaction balancing. - Maintains required cash drawer limits and adheres to drawer security procedures. - Balances cash drawer according to procedures and maintains assigned balancing ratio. - Communicates offages with supervisor immediately to research discrepancies according to balancing standard guidelines. - Adheres to branch security procedures and regulations. - Reviews all customer accounts for pop-up warnings. - Asks appropriate questions to identify potential fraud and suspicious activity and follows process and procedures to prevent both customer and bank loss. - Assists branch and fellow team members by achieving goals and sharing responsibility of daily tasks. - Follows the branch opening and closing procedures set by Branch Delivery. **Product Knowledge and Services (10%)** - Understands the Banks products and services as they relate to frequently asked questions. **KNOWLEDGE, SKILLS AND ABILITIES** - Ability to professionally communicate verbally to external customers. - Effectively communicates verbally and in writing at a professional level to internal customers. - Skills using a computer system, including Microsoft Outlook, Word and Excel. - Basic math skills with high attention to detail to accurately perform bank-related financial transactions. - Ability to balance debits and credits. - Ability to provide personalized customer interaction confidently. - Ability to calmly handle high stress situations and maintain a positive level of energy. - Ability to maintain customer confidence, act with integrity and protect the bank operations by keeping information confidential. - Ability to work in a team environment while interacting in a positive and respectful manner with co-workers and management. - Ability to maintain predictable and reliable attendance and meet scheduling requirements. - Ability to complete required training by assigned due date. **EDUC…