Client Service Representative I - FT Hours / Branch: Farnam

Security National Bank - Omaha, NE

Full-time - Entry Level

Omaha, NE

Credit Intermediation and Related Activities

About the position

As a family-owned business that spans five decades and three generations since 1964, we value relationships, supporting each other's unique differences. We understand the importance of personal belonging which is why you'll hear our employees talk about being part of the SNB family. Now, more than ever, as we've expanded our roots into new markets, it's the prime time to join our growing team. As a community bank, we offer comprehensive financial solutions for personal, business, and private banking, treasury management, wealth management and mortgage needs in Nebraska, Iowa, and Texas. We have 10 convenient full-service branch locations in the Omaha and Council Bluffs as well as full-service branches in the Jordan Creek area of West Des Moines and in two Dallas locations: Uptown and Tollway. Learn more about our story at www.SNBconnect.com/About-Us or visit us on LinkedIn and Facebook.

Responsibilities

• Provide Customer Interactions & Service: Consistently provides the highest level of professional service by following the Personal Interaction Expectations (PIEs). Assists customers with inquiries in-person and over the telephone in a professional manner. Accurately answers general customer inquiries regarding transactions. Provides a seamless transition to banker in person or over the phone for more complex transactions. Evaluates customer concern to identify appropriate action.
• Accurately Process Customer Transactions: Accurately processes transactions to include but not limited to demand deposit accounts, savings accounts, check cashing, cashier's check, credit card payments, and loan payments. Utilizes resources and tools to navigate client account portfolio(s) within the Bank software. Understands debits and credits as related to transaction balancing. Maintains required cash drawer limits and adheres to drawer security procedures. Balances cash drawer according to procedures and maintains assigned balancing ratio. Communicates offages with supervisor immediately to research discrepancies according to balancing standard guidelines. Adheres to branch security procedures and regulations. Reviews all customer accounts for pop-up warnings. Asks appropriate questions to identify potential fraud and suspicious activity and follows process and procedures to prevent both customer and bank loss. Assists branch and fellow team members by achieving goals and sharing responsibility of daily tasks. Follows the branch opening and closing procedures set by Branch Delivery.
• Product Knowledge and Services: Understands the Banks products and services as they relate to frequently asked questions.

Requirements

• Minimum of a High school diploma or equivalent required.
• Minimum of 6 months of cash handling/cashier experience required.
• Minimum of 6 months of customer service experience required.
• Equivalent education and experience will be considered.