In 2007, four different, but complementary, professionals gathered to discuss a shared vision—assemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business designed specifically to serve the needs of discerning families and privately held businesses. Parkside offers a uniquely fresh perspective on banking, commercial lending, trust and family office services. Our interactive partnership between our clients and our team drives success, builds legacies, and transforms businesses. This is what makes ours An Uncommon Partnership.
With offices in St. Louis, Missouri and Denver, Colorado, our dedicated team has grown our bank division to $1.1 billion in assets and our Trust & Family Office assets under management to approximately $2.7 billion. Voted a Top Workplace in St. Louis in 2019 & 2021-2024, we are proud to build a growing team of Smart, Likeable, Entrepreneurial and Dependable employees. Join Parkside as we help our clients achieve financial success. Experience a rewarding career with robust benefits and professional growth opportunities, within a community of colleagues and friends.
We are searching for a highly motivated Customer Service Representative to join our growing team. The Customer Service Representative serves customers by completing various banking transactions efficiently and accurately while adhering to check cashing and withdrawal authority limits, in addition to detailed responsibilities listed below. This position requires a high school degree or equivalent and 1 year or more experience in banking/customer service commensurate with responsibilities detailed below.
Responsibilities
- Accurately and efficiently process transactions including all deposits, check cashing, and issuing of monetary instruments
- Greet clients and assist in directing them appropriately, answer incoming phone calls and emails, process/sort mail and night depository transactions
- Assist customers with inquiries, account research, and/or problem resolution in a professional manner
- CIF creation & maintenance
- Open deposit accounts and follow relevant procedures
- Adhere to the reporting and recordkeeping requirements of the Bank Secrecy Act and Anti-Money Laundering rules and regulations
- Follow the bank’s customer identification program (CIP) rules, observe all Bank policies, procedures, and guidelines relating to BSA, OFAC, CIP and related acts to protect both our customers and Parkside Financial Bank & Trust
- Maintain working knowledge of personal and business products including basic electronic banking, general deposit operations, ACH inquiries, wire transfers, ATM operations, and debit card management
- Follow best practices to safeguard against fraud, while educating clients of fraud protection resources and services that are offered
Qualifications
- High school diploma or equivalent along with 1+ years of experience in a similar banking role
- Experience in customer service
- Ability to navigate and learn new computer systems and websites
- Detail oriented and highly organized
- Able to multi-task and prioritize to meet deadlines
- Strong verbal and non-verbal communication skills
- Service-oriented and patient in stressful and challenging situations
- Thrive on engaging with customers; able to begin a conversation, build rapport, and handle objections
- Able to work both independently and as an integral part of a team
Employee Benefits
Parkside is proud to offer competitive benefits for all our employees, including:
- Competitive salary with bonus
- Medical, dental, and vision insurance
- 401k Plan + Employer Match
- Employee Stock Options
- 12-week paid maternity leave
- Paid 4 Week Sabbatical Program, including $5,000 for travel, with every 5 years of employment
- Tuition Reimbursement
- Employee charitable giving support
- Company-paid parking & more!
Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed, please inform us so we can provide suitable assistance and modifications.
All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.