At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Client Services Representative is responsible for proactively looking for opportunities to deepen and enhance existing relationships and establishing new client relationships; assisting with all service related issues; processing all new account transactions; assisting clients in their selection of various accounts and financial services; cross-selling the Bank’s products and services; opening, maintaining and closing all account types; promoting business for the Bank by providing exceptional quality customer service; and performing branch clerical duties as needed. The incumbent will: • Interview clients to obtain information and establish proper identification of new clients while determining needs • Assist clients in their selection of various accounts, products and financial services available from the Bank • Ensure cross-selling opportunities are presented by applying professional sales techniques • Make decisions in regard to the opening of new accounts; assigning account numbers; completing forms requiring client signature(s); checking credit history; accepting initial deposits; preparing all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing • Print temporary checks for use until ordered checks arrive, ensuring all client information is correct • Represent the Bank in various community, civic and community reinvestment functions to further enhance the Bank’s image and develop additional business • Provide exceptional customer service by answering client questions; investigating and correcting errors; and resolving problems or other issues • Issue official checks • Perform safe deposit duties by opening accounts, controlling access, assisting clients and processing affiliated reports (in certain locations) • Receive and process stop payment and hold orders • Present funds received from client to teller for initial deposits; determine funds availability and obtain receipt for client • Process credit reports, wire transfers, credit card orders, address changes, check and deposit slip orders and endorsement stamp orders • Answer telephones and direct calls to proper Bank personnel • Process debit card applications, card ordering and file maintenance • Cross-train less experienced branch personnel • Prepare routine letters, reports and forms • Assist with Teller duties as needed • Operate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority • Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned MINIMUM QUALIFICATIONS • High school diploma or equivalent • Six (6) months of customer service related Teller experience • Knowledge of basic accounting • Knowledge of and training on federal and state consumer compliance laws • Ability to analyze and interpret various financial data • Good organizational skills • Good written and verbal communication • Experience using Microsoft Outlook, Word and Excel • Good data entry/keyboarding and math skills • Excellent customer service skills PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: • Sustained standing and sitting • Frequently typing using a keyboard and/or calculator • Occasional lifting of basic office files or equipment up to 20 lbs • Normal office environment with comfortable internal temperatures and low level noise EOE/AA