Client Service Representative at Bellevue

SUMMARY:

This position has direct customer contactfor both customer service and sales. Customer service focus includes account reconciliation, online banking issues, wire requests, transfers, opening new accounts, cross selling, etc. Representative opens all types ofbusiness and personal accounts and cross-sells basic banking and treasury management services to new prospects and existing customers based on individual needs. Representative works closely with Relationship Managers, Deposit Operations, Reception Teller, and Cash Management staff to coordinate functions and customer activity.

ESSENTIAL FUNCTIONS:

Primary client service contact, provides superior client service to internal and external clients and their representatives via email, telephone, and in person

Performs complex job functions accurately and timely including: opening/closing DDA/SDA/CD/IRA accounts, doing wire transfers, online banking services, account research and transfers, loan advances/payments, supply orders, ACH services,cash management services, and any other assistance clients may need regarding their accounts

Sales duties include contacting new and existing customers with RM as needed and identifying cross selling opportunities such as account structures, access devices, credit cards and more

Cash Management functions include evaluating potential solutions through cost benefit analysis in order to recommend the proper cash management solutions such as Remote Deposit Capture, Analysis Accounts, Online Cash Management Services and more

Builds and maintains effective business partner relationships, which are monitored through business partner feedback as applicable; works as a team (CSR, RM, and Credit Analyst) to provide assistance and to ensure that continuity of service and familiarity with the team are of the highest standards

Maintain client files and correspondence, while ensuring bank policy, procedures, and compliance are adhered to

May be asked to create procedures and other duties as assigned

RISK MANAGEMENT/COMPLIANCE:

Knowledgeable about banking products, service fees, quoting rates, opening and closing accounts, and counseling clients on their banking needs and FDIC issues and limits

Possesses excellent knowledge of product functionality and processes in order to facilitate problem resolutions

Performs CIP (Customer Identification Program) processes as outlined in the banks current Bank Secrecy Act Policy

Performs ChexSystem account opening procedures and OFAC screening as necessary for new accounts

Monitors and communicates potential suspicious activity to the BSA Officer utilizing the banks Suspicious Activity Investigation Report Form (SAR)

Ensures the security and confidentiality of private client information

Ensures Wire Agreement Forms are monitored and updated and ensures wire transfer process is accurate and completed timely

Ensures that procedures are performed within FFIEC and FDIC guidelines: depository, credit card, NACHA, and Wire Transfer Compliance

REQUIRED EDUCATION, EXPERIENCE, AND SKILLS:

Generally a four year degree in business or related field is preferred. Equivalent work experience can be substituted.

Prior experience in a customer interfacing role, preferably in the banking or financial industry

Excellent customer service and problem solving skills

Strong interpersonal skills

Experience with Word, Excel, and Power-Point

Good verbal and written communication skills

Foundation Bank is an Affirmative Action Equal Employment Opportunity Employer

Country: USA, State: Washington, City: Bellevue, Company: Foundation Bank.