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Client Service Specialist

Posted: 03/24/2021

SummaryThe Client Service Specialist provides exceptional customer service and represents Kitsap Bank in a courteous, professional manner to clients.  Accurately and efficiently processes and records routine transactions for Bank clients.  Actively promotes the Bank’s products and services to gain and deepen client relationships.
 
Essential Functions:

  • Accurately and efficiently processes and records routine transactions for Bank clients including cashing checks, accepting deposits and withdrawals, processing credit card and loan payments, and money transfers. 
  • Actively participates in efforts to gain and deepen client relationships by seeking opportunities to discuss and offer Kitsap Bank products and services as a solution for client’s needs referring them to appropriate support staff when needed. 
  • Discusses consumer and commercial products, quotes product rates when appropriate. 
  • Assists with branch and/or drive-up opening and closing procedures.
  • Assists clients with safe deposit box services. Processes payments and key deposits and refunds.
  • Researches and responds to client inquiries, verifies account information, resolves client concerns or refers them to management as necessary.
  • Actively learns, demonstrates and fosters the Kitsap Bank corporate culture in all actions and words.
  • Develops, maintains and demonstrates a basic knowledge of current Bank products and services. 
  • May perform or back up vault and ATM duties.
  • Performs all responsibilities in accordance with bank policies and complies with all security procedures, compliance regulations and safety procedures.
  • Maintain the safety and confidentiality of client information. 
Additional Responsibilities:
  • Other duties as assigned. 
Required Education, Experience, and Skills:
  • High school diploma or equivalent.
  • Minimum of six months cash handling, customer service and/or sales experience.
  • Ability to accurately handle cash.
  • Must be a team player with a positive attitude.
  • Excellent customer service skills.
  • Ability to perform basic math – addition, subtraction, multiplication, fractions and percentages. 
  • Ability to effectively utilize computer technology. 
  • Ability to operate standard bank/office equipment such as a copy machine, telephone, fax machine, branch capture scanner and ten-key calculator
  • Banking experience preferred 
Physical/Mental Requirements:
  • Ability to stand during the work shift. 
  • Position frequently involves hearing, speaking, fingering, standing, walking and repetitive motions of hands/wrists. 
  • Requires use of close and distance vision.
  • Ability to read, write, speak and understand English and effectively communicate with Bank clients.  
  • Ability to discern information and formulate appropriate action. 
  • Ability to lift up to 30 pounds.

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