Handle and respond to customer informational requests and keep respective Relationship Managers informed when appropriate
Prepare and process documents, such as new accounts, fund transfers, etc.
Complete account and product documentation along with maintaining customer account records
May perform basic service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, give account balances, and perform stop payments
Offer assistance to clients who call for or drop by to see their Relationship Manager
Assist department and Relationship Managers in development of cross-selling and other sales activities and opportunities

High School Diploma or GED
4 years general banking experience
Ability to communicate effectively with team members and management while understanding confidentiality to sensitive information
Ability to develop and maintain effective working relationships with internal and external partners
Demonstrated ability to independently identify goals; prioritize tasks and execute tasks to meet deadlines
Demonstrated ability to manage multiple priorities in changing, fast-paced environment
Demonstrated administrative experience, time management and troubleshooting skills
Exceptional customer service skills, over the phone and in person, with our customers and internal departments
Proficient in MS Office
Proactively seeks opportunities to execute tasks effectively; without direct supervision
Proven experience working independently with minimal supervision
Strong organization skills and able to think analytically

Finance Client Service Associate

Key skills