Client Services Representative

ServisFirst Bancshares
United States
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: high_schoolSkills: ["Customer service","Organizational skills","Written communication","Verbal communication","Data entry"]

Serve as a client-facing representative who strengthens existing relationships and builds new ones. Handle service requests and account transactions, including opening and maintaining accounts, processing deposits and stop-payment/hold orders, issuing checks, and coordinating safe deposit duties where applicable. Provide exceptional customer service by interviewing clients, answering questions, resolving issues, and presenting cross-selling opportunities. Perform branch clerical and teller support tasks and ensure compliance with applicable regulations.

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ServisFirst Bancshares
ServisFirst Bancshares
15 hours ago

Client Services Representative

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Serve as a client-facing representative who strengthens existing relationships and builds new ones. Handle service requests and account transactions, including opening and maintaining accounts, processing deposits and stop-payment/hold orders, issuing checks, and coordinating safe deposit duties where applicable. Provide exceptional customer service by interviewing clients, answering questions, resolving issues, and presenting cross-selling opportunities. Perform branch clerical and teller support tasks and ensure compliance with applicable regulations.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Proactively deepen existing client relationships and establish new client relationships; assist with service-related issues.
  • •Interview clients to obtain information and properly identify new clients, determining client needs.
  • •Assist clients with selecting accounts, products, and financial services; cross-sell using professional sales techniques.
  • •Process account activity including new account transactions, assigning account numbers, completing client-signature forms, checking credit history, accepting deposits, and preparing documents.
  • •Provide exceptional customer service by answering questions, investigating/correcting errors, resolving problems, and performing branch clerical/teller support as needed.

Key Requirements

  • •High school diploma (or equivalent).
  • •Six months of customer service related Teller experience.
  • •Knowledge of basic accounting.
  • •Knowledge of and training on federal and state consumer compliance laws.
  • •Experience using Microsoft Outlook, Word, and Excel, with strong data entry and math skills.
Experience:BankingCustomer service
Education:High School
Skills:Customer serviceOrganizational skillsWritten communicationVerbal communicationData entry
Tech Stack:Microsoft OutlookMicrosoft WordMicrosoft Excel

Company Brief

ServisFirst Bancshares
Bank holding company for ServisFirst Bank, offering commercial banking services including deposits, lending, treasury management, and private banking. Serves businesses and individuals primarily across the southeastern United States.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Birmingham, United States
Founded: 2005
WebsiteLinkedIn