Client Service Representative I

Job description

Oregon Pacific Bank Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status. JOB SUMMARY: Performs a variety of teller duties including paying out, receiving and keeping transaction records to existing and potential clients with efficient and accurate services. JOB SPECIFICATIONS: Education: High school graduate or equivalent Experience: 6 months of teller, customer service or cash handling experience ESSENTIAL FUNCTIONS: Use software applications as required by specific job functions Use procedures and forms relating to the activities of the assigned work unit Perform various account transactions such as receiving deposits, verifying cash and endorsements, ordering checks, processing wires, accepting loan payments, and selling cashier checks. Accept checks for cashing or paying; verify endorsements; identify clients and customers; insure validity of transactions Manage and balance cash within teller guidelines for position Assist with debit cards including ordering cards and researching transactions in core system Assisting clients in various ways including reconciling accounts, researching problems and resolving complaints or requests. Prepare change orders for commercial clients Willingness to learn about various kinds of accounts available to clients; cross-sell bank products and services where appropriate Serve clients courteously and expeditiously to ensure their satisfaction Teamwork: Support co-workers whenever help is needed to provide the highest level of client service and assist in completing department duties in a timely and efficient manner Be knowledgeable of bank compliance rules and adhere to all Bank, Federal and State policies, procedures, and banking regulations relating to this position Other duties as assigned to meet client and operational needs SKILLS: Ability to communicate in person, by email, and phone in an effective and professional manner Competency with extensive face-to-face contact with clients Competency in providing exemplary client service in a professional manner Ability to interpret bank policies and procedures to clients Ability to tolerate stress and deal with clients under circumstances requiring tact and diplomacy Ability to handle large amounts of cash and make change Competency in basic mathematical skills such as calculating interest and percentages Ability to operate on-line teller terminal Ability to sit or stand for extended periods of time A Equal employment opportunity, including veterans and individuals with disabilities. PI286674028