Client Services Representative (Banking) jobs in United States
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Terrabank · 1 day ago

Client Services Representative (Banking)

Terrabank, N.A. is seeking a Client Services Representative with a strong background in banking. The role involves providing excellent customer service, assisting with account opening and servicing procedures, and utilizing cross-selling skills to enhance customer experience.

BankingFinancial Services
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Growth Opportunities

Responsibilities

Minimum of 2 years of experience as a Customer/Financial Service Representative and Teller in banking
Good knowledge of account opening/servicing procedures required
Knowledge of teller systems and procedures preferred
Excellent customer service and cross-selling skills in person and over the phone
Good communication, interpersonal and organizational skills
PC Proficient in Microsoft Office
Bilingual English/Spanish required

Qualification

Customer ServiceAccount Opening ProceduresCross-SellingBilingual English/SpanishTeller Systems KnowledgePC Proficient in Microsoft OfficeCommunication SkillsInterpersonal SkillsOrganizational Skills

Required

Minimum of 2 years of experience as a Customer/Financial Service Representative and Teller in banking
Good knowledge of account opening/servicing procedures required
Excellent customer service and cross-selling skills in person and over the phone
Good communication, interpersonal and organizational skills
PC Proficient in Microsoft Office
Bilingual English/Spanish required
Customer/Financial Service Representative: 2 years (Required)
account opening/servicing procedures: 2 years (Required)
customer service (in Banking): 2 years (Required)
cross-selling: 2 years (Required)
Spanish (Required)
English (Required)

Preferred

Knowledge of teller systems and procedures preferred

Benefits

401(k)
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

Company

Terrabank

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Terrabank offers a full array of financial products and services, including Checking and Savings accounts, Loans and so much more.

Funding

Current Stage
Growth Stage

Leadership Team

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Lucas Azar
Executive Vice President-Chief Lending Officer
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Esther Pascual-Diaz
Chief Credit Officer
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Company data provided by crunchbase