JOB POSITION POSTING
Client Service Coordinator

Opening: Full-Time

Job Title: Client Service Coordinator

Location: Point West

DUTIES & RESPONSIBILITIES:

  • Models client service excellence by providing prompt, courteous service to the Clients of American River Bank, while displaying and promoting professionalism, confidentiality and the desire to assist.
  • Actively promote American River Bank and develop Client relationships through maintaining your knowledge of the Bank’s products and services.
  • Open new accounts: responsible for proper documentation of signature cards, insuring that appropriate legal documentation is received as required. Promptly and professionally respond to Client inquiries regarding American River Bank’s products and services.
  • Knowledgeably discuss and assist Clients in determining the best products and services to meet their needs; referring Clients and potential Clients to appropriate personnel or departments as needed for additional services.
  • Provide back-up coverage to CSRs.
  • Provide for signing authority, as assigned.
  • Complete branch certifications as assigned or needed.
  • Track referrals and recommendations using Connections.
  • Respond to Clients’ bookkeeping and account inquiries, providing accurate and timely information
  • Assist in coaching, motivating, and developing a team to success in sales, service and operational excellence.
  • Manage risk by ensuring all operational procedures are followed and by making sound business decisions.
  • Ensure highest level of service delivery to Clients.
  • Maintain appropriate controls to ensure compliance with internal policies and procedures and minimize exposure to loss through error omission or defalcation.
  • Assist with supervision, development and training of branch personnel.
  • Provide support to Branch Management with regard to business development and/or business retention.
  • Assist Branch Manager in achieving branch profitability and growth goals.
  • Ensure compliance with State and Federal regulations and all activities related to BSA and other regulatory requirements.
  • Coach and hold employees accountable to achieving client engagement calls and financial reviews.
  • Cultivates a positive, winning, inclusive, team environment.

 

REQUIRED SKILLS:

  • Excellent client service skills with a minimum of two years banking experience and working knowledge of teller functions.
  • Must be a self-starter and maintain ability to exercise independent judgment in most situations.
  • Must possess leadership and supervisorial skills with ability to recognize and develop skills in others.
  • Must possess extensive knowledge of bank operations and regulations (BSA, Reg CC, Reg D, Reg DD, etc.) and, where applicable, consumer lending regulations.
  • Must be flexible in ability to accommodate multiple priorities, exhibiting organizational and time management skills.
  • Must possess proficient PC skills, including but not limited to, Windows, Word, Outlook, Excel and other standard software applications.
  • Must possess proficient verbal and written communication skills with fine attention to detail.
  • Understanding of and ability to maintain human resource guidelines and best practices.
  • Ability to work with limited supervision and flexible hours.

The above description is not all-inclusive and American River Bank may change or modify this or any position as may be necessary.
 

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