Royal Banks of Missouri
Client Service Specialist (ITM) Part-time
Royal Banks of Missouri, Creve Coeur, Missouri, United States
Interactive Teller Client Service Specialist (PT)
ITM Department
Creve Coeur, MO 63141
Previous Banking experience is not required. This part-time position offers benefits including 401k with a company match, dental, and vision insurance and is based on site at our Creve Coeur Branch. To qualify for benefits, the candidate must work more than 20 hours, but less than 30 hours, in a scheduled work week. The hours for the ITM Department are Monday through Friday, 7:45 am to 7:00 pm, and Saturdays, 8:45 am to 2:00 pm.
Summary:
This position involves providing exceptional client service and processing client transactions via the Interactive Teller Machine (ITM) to bank clients and non-clients in a positive and effective manner. Building strong client relationships relies on trust, assessing and meeting clients' banking needs, demonstrating and educating clients on available deposit accounts and loan products and services, and providing solutions that fit their specific needs. Team members are expected to ensure confidentiality of client information and comply with bank regulations.
Essential Duties and Responsibilities:
Includes the following. Other duties may be assigned.
Service
Greets clients via video and establishes a quality service environment by displaying a friendly and courteous attitude and using the customer's name at least once during the conversation. Services clients by accepting and processing transactions with accuracy within policy guidelines (e.g. deposits, withdrawals, payments, check cashing, loan payments, etc.) Explains transaction policies and procedures to clients. Solicits assistance from supervisor as needed. Obtains supervisory approval for transactions outside authorized limit. Notifies management of suspicious or questionable transactions. Refers large withdrawals and account closures to manager/sales staff for retention efforts. Actively seeks out and maintains basic product knowledge of all banking products. Supports opportunities to increase deposit growth by understanding client needs and identifying opportunities for cross-selling or referrals. Establish and promote strong and lasting relationships through the ITM. Logs all client calls and interactions in CSI Connections. Places holds on funds when appropriate and advises clients of funds availability. Completes assigned Sales Training and Compliance Testing. Participates in departmental meetings including accepting assignments for presentations. Reports to work punctually as scheduled and maintains professional appearance and conduct within the guidelines set forth in the Bank's Employee Handbook. Responsible for opening and closing the ITM department. Learns and exhibits excellent client service standards including face-to-face interactions, phone skills, and prompt replying to voicemails and emails. Becomes familiar with Bank policies and procedures and uses them to make good judgment calls when handling client issues. Sales
Identifies sales opportunities and makes referrals to appropriate sales representatives. Reviews referral goals on a frequent basis and formulates daily strategy for meeting goals. Actively participates in sales events, which includes but is not limited to Bank promotions, branch promotions, external events and promotional activities. Knowledge, Skills, and Abilities
Basic PC skills-MS Office (Outlook, Word & Excel) Superior interpersonal and communication skills Strong organizational skills Flexible, team player, self-starter, takes initiative Ability to multi-task Community Service
May be asked to volunteer and/or represent the Bank at community service events.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or general education degree (GED) or currently attaining high school diploma or working through a co-op program. A minimum of twelve months' previous cash-handling experience and/or training required, or an equivalent combination of education and experience. Must be able to use a PC and alpha/numeric keyboard with accuracy. Previous customer service experience of at least twelve months required.
Language Skills
Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers and other employees in the organization.
Mathematical Skills
Ability to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to walk; sit; use hands; reach with hands and arms and talk or hear. The employee is occasionally required to stoop, kneel, crouch or crawl. Specific vision abilities required by this job include distance vision. Duties require employees to work onsite.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
EEO Statement: Royal Banks of Missouri is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, genetic information, disability, veteran status or any other protective status as required by law. We are dedicated to provide equal employment and advancement opportunities to all qualified individuals and take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.
ITM Department
Creve Coeur, MO 63141
Previous Banking experience is not required. This part-time position offers benefits including 401k with a company match, dental, and vision insurance and is based on site at our Creve Coeur Branch. To qualify for benefits, the candidate must work more than 20 hours, but less than 30 hours, in a scheduled work week. The hours for the ITM Department are Monday through Friday, 7:45 am to 7:00 pm, and Saturdays, 8:45 am to 2:00 pm.
Summary:
This position involves providing exceptional client service and processing client transactions via the Interactive Teller Machine (ITM) to bank clients and non-clients in a positive and effective manner. Building strong client relationships relies on trust, assessing and meeting clients' banking needs, demonstrating and educating clients on available deposit accounts and loan products and services, and providing solutions that fit their specific needs. Team members are expected to ensure confidentiality of client information and comply with bank regulations.
Essential Duties and Responsibilities:
Includes the following. Other duties may be assigned.
Service
Greets clients via video and establishes a quality service environment by displaying a friendly and courteous attitude and using the customer's name at least once during the conversation. Services clients by accepting and processing transactions with accuracy within policy guidelines (e.g. deposits, withdrawals, payments, check cashing, loan payments, etc.) Explains transaction policies and procedures to clients. Solicits assistance from supervisor as needed. Obtains supervisory approval for transactions outside authorized limit. Notifies management of suspicious or questionable transactions. Refers large withdrawals and account closures to manager/sales staff for retention efforts. Actively seeks out and maintains basic product knowledge of all banking products. Supports opportunities to increase deposit growth by understanding client needs and identifying opportunities for cross-selling or referrals. Establish and promote strong and lasting relationships through the ITM. Logs all client calls and interactions in CSI Connections. Places holds on funds when appropriate and advises clients of funds availability. Completes assigned Sales Training and Compliance Testing. Participates in departmental meetings including accepting assignments for presentations. Reports to work punctually as scheduled and maintains professional appearance and conduct within the guidelines set forth in the Bank's Employee Handbook. Responsible for opening and closing the ITM department. Learns and exhibits excellent client service standards including face-to-face interactions, phone skills, and prompt replying to voicemails and emails. Becomes familiar with Bank policies and procedures and uses them to make good judgment calls when handling client issues. Sales
Identifies sales opportunities and makes referrals to appropriate sales representatives. Reviews referral goals on a frequent basis and formulates daily strategy for meeting goals. Actively participates in sales events, which includes but is not limited to Bank promotions, branch promotions, external events and promotional activities. Knowledge, Skills, and Abilities
Basic PC skills-MS Office (Outlook, Word & Excel) Superior interpersonal and communication skills Strong organizational skills Flexible, team player, self-starter, takes initiative Ability to multi-task Community Service
May be asked to volunteer and/or represent the Bank at community service events.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or general education degree (GED) or currently attaining high school diploma or working through a co-op program. A minimum of twelve months' previous cash-handling experience and/or training required, or an equivalent combination of education and experience. Must be able to use a PC and alpha/numeric keyboard with accuracy. Previous customer service experience of at least twelve months required.
Language Skills
Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers and other employees in the organization.
Mathematical Skills
Ability to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to walk; sit; use hands; reach with hands and arms and talk or hear. The employee is occasionally required to stoop, kneel, crouch or crawl. Specific vision abilities required by this job include distance vision. Duties require employees to work onsite.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
EEO Statement: Royal Banks of Missouri is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, genetic information, disability, veteran status or any other protective status as required by law. We are dedicated to provide equal employment and advancement opportunities to all qualified individuals and take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.