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Open nowFirst seen 5 days ago

Sr Client Services Specialist

Military, Veterans and Diverse Job Seekers757 open roles

Where
San Diego, California, United States, Remote
Work mode
Remote
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Your applicationOpen nowSr Client Services SpecialistMilitary, Veterans and Diverse Job Seekers · San Diego, California, United States, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Military, Veterans and Diverse Job Seekers's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Job Summary:

Interviews and determines customers' banking needs. Aides in selecting accounts and services best suited for the customer's particular needs and requirements. Accurately and efficiently opens and cross-sells new accounts and bank products. Process teller transactions as necessary. Performs to standards that meet or exceed the Banks objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times. Shows leadership in assisting and cross-training of less experienced staff members in the new account process. Responsible for the most complex transactions and customer relationships.

Duties and Responsibilities:

  • Branch expert in opening new account utilizing Banks new account platform.
  • Accurately produce signature cards and other documents, disclosures timely and efficiently.
  • Maintain a high level of service to Bank Customers.
  • Assist customers with problem resolution in order to maintain a high level of customer satisfaction. Act as the initial escalation point for problem resolution.
  • Proficient in all teller, safe deposit, ATM balancing and all related systems platforms.
  • Input wires as required.
  • New account callback of accounts opened by other CSS
  • Thorough understanding of legal documentation requirements for both consumer and business accounts.
  • Act as dual custodian for vault, cash, keys, etc.
  • Perform clerical tasks such as filling, copying, scanning.
  • Answer general phone line, resolve customer inquiries and or forward calls as appropriate.
  • Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts.
  • Responsible for identifying cross sell opportunities and acting on them as appropriate.
  • Perform other duties as assigned or needed.

BSA/AML/Compliance

Responsibilities

  • This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Banks BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Banks compliance program.

Physical Demands

  • Regularly required to talk or listen
  • Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
  • Required to sit for long periods of time
  • Occasionally required to stand and walk
  • Occasionally required to lift up to 25 pounds
  • Specific vision abilities required by this position include close vision and the ability to focus.
  • Employee may be required to travel occasionally between banking offices

Requirements:

Qualifications

  • Minimum 5 years banking experience
  • Minimum 2 years new account experience.
  • Minimum of 1 year sales experience.
  • Knowledge of Bank policies and procedures and regulatory compliance.
  • Cash handling experience required.

Competencies

  • Customer Focus
  • Technical Skills
  • Problem Solving
  • Planning/Organizing
  • Judgment
  • Team Work
  • Composure
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  1. A CV for this posting

    Written against Military, Veterans and Diverse Job Seekers's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Military, Veterans and Diverse Job Seekers's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Military, Veterans and Diverse Job Seekers's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

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  6. The interview in your calendar

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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