Client Services Associate I

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.

ELIGIBILITY FACTORS:

• 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.
• In addition must be self- motivated, a good problem solver and detail oriented.

EDUCATION:

• 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.