Client Services Representative

Company: ServisFirst Bancshares
Location: Huntsville
Posted on: April 3, 2025

Job Description:

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Client Services Representative is responsible for proactively looking for opportunities to deepen and enhance existing relationships and establishing new client relationships; assisting with all service related issues; processing all new account transactions; assisting clients in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing all account types; promoting business for the Bank by providing exceptional quality customer service; and performing branch clerical duties as needed.

The incumbent will:

* Interview clients to obtain information and establish proper identification of new clients while determining needs
* Assist clients in their selection of various accounts, products and financial services available from the Bank
* Ensure cross-selling opportunities are presented by applying professional sales techniques
* Make decisions in regard to the opening of new accounts; assigning account numbers; completing forms requiring client signature(s); checking credit history; accepting initial deposits; preparing all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing
* Print temporary checks for use until ordered checks arrive, ensuring all client information is correct
* Represent the Bank in various community, civic and community reinvestment functions to further enhance the Bank's image and develop additional business
* Provide exceptional customer service by answering client questions; investigating and correcting errors; and resolving problems or other issues
* Issue official checks
* Perform safe deposit duties by opening accounts, controlling access, assisting clients and processing affiliated reports (in certain locations)
* Receive and process stop payment and hold orders
* Present funds received from client to teller for initial deposits; determine funds availability and obtain receipt for client
* Process credit reports, wire transfers, credit card orders, address changes, check and deposit slip orders and endorsement stamp orders
* Answer telephones and direct calls to proper Bank personnel
* Process debit card applications, card ordering and file maintenance
* Cross-train less experienced branch personnel
* Prepare routine letters, reports and forms
* Assist with Teller duties as needed
* Operate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
* Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

Note: Additional duties and responsibilities may be assigned.

MINIMUM QUALIFICATIONS

* High school diploma or equivalent
* Six (6) months of customer service related Teller experience
* Knowledge of basic accounting
* Knowledge of and training on federal and state consumer compliance laws
* Ability to analyze and interpret various financial data
* Good organizational skills
* Good written and verbal communication
* Experience using Microsoft Outlook, Word and Excel
* Good data entry/keyboarding and math skills
* Excellent customer service skills

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of:

* Sustained standing and sitting
* Frequently typing using a keyboard and/or calculator
* Occasional lifting of basic office files or equipment up to 20 lbs
* Normal office environment with comfortable internal temperatures and low level noise

EOE/AA

Keywords: ServisFirst Bancshares, Huntsville , Client Services Representative, Sales , Huntsville, Alabama