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Join the Kitsap Bank Team as a Client Service Specialist Senior!
We have the greatest employees in the world. We truly care about each other, our customers, and the communities around us. We only hire the best people, who believe that the customer comes first. As a local, family-owned company, we embrace our family culture and we recognize our responsibility to supporting others.
The Client Service Specialist Senior (CSS Sr.) provides exceptional customer service and represents Kitsap Bank in a courteous, professional manner to clients. The CSS Sr. actively participates and supports branch sales efforts. Assists branch manager with the daily operations of the branch. Actively promotes the Bank's products and services to gain and deepen client relationships.
Essential Functions:
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.
Interviews clients to determine banking needs. Discusses consumer and commercial products, quotes product rates when appropriate and initiates the consumer loan application process.
Researches and responds to client inquiries, verifies account information, resolves client concerns or refers them to management as necessary.
Trains and mentors newly hired staff and those seeking opportunities to cross-train.
Assists branch manager with branch meetings, staff training and oversight of branch certifications.
Assists and performs branch manager functions in their absence, including, but not limited to overdraft processing, daily balancing of branch cash and granting overrides and approvals within assigned limits.
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.
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.
Opens and processes new accounts including all types of consumer and business deposit accounts and safe boxes.
Receives loan documentation and coordinates loan signings with clients.
Performs or provides back- up vault and ATM duties.
May accept and process outgoing wire transfer requests with proper authorization.
Develops, maintains and demonstrates a thorough knowledge of Kitsap Bank products and services, documentation requirements and systems operation.
Actively learns, demonstrates and fosters the Kitsap Bank corporate culture in all actions and words.
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 customer information.
Additional Responsibilities:
Other duties as assigned.
Required Education, Experience, and Skills:
High school diploma or equivalent.
Minimum of five years branch operations, customer service and sales experience with a bank or the financial services industry. Equivalent combinations of education and experience will be considered.
Demonstrated knowledge of banking products and services. Working knowledge of the consumer lending process.
Previous work experience requiring leadership, sound judgment, decision making and problem solving skills.
Strong written and verbal communication skills.
Must be a team player with a positive attitude.
Excellent customer service skills.
Ability to accurately handle cash.
Ability to assess client needs and identify opportunities for cross-selling Bank products and services.
Demonstrated success building and enhancing client relationships.
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.
