Client Services Representative

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

Proactively grow and maintain client relationships while providing exceptional service in-branch. Assist clients with account and financial service selection, process new account transactions, and support service-related issues. Handle documentation and account opening tasks, including credit history checks and initial deposits, plus payments like stop payments and official checks. Present cross-selling opportunities, perform community outreach, and ensure compliance with applicable consumer regulations and policies.

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ServisFirst Bancshares
ServisFirst Bancshares
2 days ago

Client Services Representative

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Proactively grow and maintain client relationships while providing exceptional service in-branch. Assist clients with account and financial service selection, process new account transactions, and support service-related issues. Handle documentation and account opening tasks, including credit history checks and initial deposits, plus payments like stop payments and official checks. Present cross-selling opportunities, perform community outreach, and ensure compliance with applicable consumer regulations and policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Interview clients to establish proper identification and determine needs.
  • •Assist clients in selecting accounts, products, and financial services.
  • •Process new account transactions, including opening, maintaining, and closing account types.
  • •Provide exceptional service by answering questions, investigating errors, and resolving problems.
  • •Represent the bank in community functions and apply sales techniques to cross-sell products and services.

Key Requirements

  • •High school diploma or equivalent.
  • •6 months of customer service related Teller experience.
  • •Knowledge of basic accounting.
  • •Training/knowledge of federal and state consumer compliance laws.
  • •Experience using Microsoft Outlook, Word and Excel, with strong data entry and math skills.
Experience:Customer serviceBankingFinancial services
Education:High School
Skills:Customer serviceOrganizational skillsWritten communicationVerbal communicationProblem resolution
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