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Lead Client Services Representative - Richardson - 02072018

Location:Richardson, TX
Employment Type:Full Time
Department:Customer Support - Richardson - 6163
Description:Assumes lead role in coordinating daily activities of Client Services personnel engaged in branch banking transactions; ensures provision of high-level quality customer service to bank customers; promotes the full-range of bank products and services. Assist in the day-to-day supervision of branch operations to ensure efficiency and compliance with operational and security policies.
Duties:• Helps to ensures efficient operation of branch.
• Help to maintain excellent customer service by responding to customer inquiries and endeavoring to resolve customer problems in an efficient, accurate and timely manner.
• Help to coordinate daily work activities of assigned branch staff in the full scope of branch banking transactions including new accounts, receiving and paying out money, proper record maintenance, and customer service quality.
• Assist in assigning work schedules and ensuring adequate staffing to meet high quality customer service.
• Assist Client Service Representatives with cash balancing and end of day remittances.
• Approve non-routine transactions within assigned monetary limits.
• Review Large Dollar deposits for proper endorsement and Hold placement.
• Assist in providing training in operational techniques and basic product information ensuring effective promotion of bank products.
• Assist in conducting on-going audits of branch records and new accounts to ensure compliance with established bank policies/procedures and federal/state regulations.
• Perform daily inspection of branch premises to ensure security and safety of branch personnel, customers, and bank assets.
• Review branch cash flow to determine cash shipment order.
• Opens accounts.
• Performs Teller duties.
• Counsels customers.
• Promotes the Bank's services.
• Assist in scheduling CSR training.
• Conducts staff meetings as instructed by management.
• Opens or closes branch.
• Performs branch security test of alarms, security devices, and completes monthly security checklist.
• Makes security check of building and all teller stations.
• Performs cash/vault/teller/ATM audits as needed.
• Maintains supplies for lobby area and ATM machines.
• Recognizes customers who are waiting when bank is crowded and assures them that they are not overlooked.
• Travels as needed.
• Makes report to management of any teller shortages or overages according to bank policy.
• Keeps up with current rules and regulations (ie. BAI Courses, Banker’s Online, KAI Courses, Training Sessions, Branch Operations Informational Communiquιs, etc.).
• Provide leadership, training and support to less experienced Client Services Representatives and other branch staff members.
• High school diploma or GED.
• 2-4 years experience in a Client Services Representative, New Accounts Representative, or Senior Teller position.
• At least 1 year experience in a Teller Supervisor or Branch/Banking Center Supervisor.
• Must be fully knowledgeable and skilled in the areas of new accounts, teller, vault, safe deposit, and customer service.
• Must have a sound working knowledge of Branch Operations, account opening, paying and receiving transactions, regulatory compliance, and internal policies and procedures.
• Must be able to make sound and timely decisions relative to accepted standards of customer service, work flows, and bank policies and procedures. Must be knowledgeable with all Green Bank products.
• Good customer service skills
• Good problem solving skills
• Able to work independently with minimum direction.
• Good interpersonal, written and oral communication skills.

This job description is not an inclusive list of all duties and responsibilities of the position. Incumbents will be required to follow any other job related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Green Bank reserves the right to amend and change responsibilities to meet business and organizational needs.

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