Foundation One Bank

Client Relations Specialist- Full-time

Nebraska, US

Onsite
Full-time
over 2 months ago
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Summary

Overview


Provide every customer an exceptional experience by working with the bank and branch team to ensure their transactions are completed accurately and efficiently. This primary work center is located at Foundation One Bank, Omaha NE.

Basic Duties

• Process teller transactions accurately and efficiently following bank policies and complying with regulatory requirements


• Open, close and perform maintenance on accounts including checking, savings, CD’s HSA’s, IRA’s and Safe Deposit Boxes


• Maintain a balanced cash drawer


• Assist customers by receiving deposits and loan payments; cashing checks; processing savings withdrawals, night and mail deposits,  and selling financial instruments including cashier's checks, travel cards and money orders


• Complete other requests including processing orders for checks and debit cards and helping customers access and utilize technology such as online banking, bill pay and ACH processing


• Answer customer questions and solve problems while contributing to team effort by assisting co-workers and management when needed


• Introduce new bank products to clients based on determined needs


• Develop rapport with clients to provide outstanding personalized service, build trust, customer loyalty and satisfaction



Requirements
Knowledge, Skills, and Abilities 

Education/Experience: 


• High School Diploma or equivalent

• 6 month to 1 year teller experience


Skills:


• Computer skills, including Outlook and Excel


Abilities:

• Exemplary organizational, problem-solving and communication skills


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