Client Service Specialist

Job description

Description Job Summary: The Client Service Specialist works with the entire team to coordinate all client service activities with a focus on delivering the ultimate client experience. Based in Winter Park, this position performs both teller functions and client service functions. All members of the team are critical in building client advocacy and ensuring continued profitability of the banking center through organic growth and referral opportunities by setting and maintaining high service standards, creating positive client experiences, and fostering a culture of teamwork and collaboration. Requirements: Responsibilities and Duties: o Auditing and reconciling cash drawers, including atm and vault o Counting and packaging currency o Read BSA/AML Program (policy) o File Currency Transaction Reports o Report suspicious activity to BSA Officer o Complete all BSA/AML/OFAC related online courses o Follow BSA/AML/OFAC policies and procedures - Assist customers with routine account-related requests such as: funds transfer, automatic transfers, stop payments, deposits, service charges, ATM and debit card usages, checking & savings transactions, and funds availability. - Research and resol...