Financial Center Client Services Representative II

Liberty Savings Bank FSB is seeking a Financial Center Client Services Representative II to provide high-quality customer service at its Sarasota, FL location. In this onsite role, you will handle day-to-day banking transactions, support account growth through new business and referrals, and help maintain smooth financial center operations while mentoring team members. You may also step in as a back-up supervisor when financial center management is absent.

What you’ll do

• Maintain and balance a cash drawer, including end-of-day balancing.
• Receive, post, pay out, balance, and proof customer accounts.
• Open new accounts, including checking, savings, business accounts, and IRA accounts.
• Process consumer loan activity by taking applications, preparing documents, and closing loans.
• Identify customer needs and recommend specific products and services, closing sales opportunities identified through the CNA process.
• Expand customer relationships through appropriate referrals, including investments and mortgage or commercial loans.
• Take and post credit card and loan payments and payoffs.
• Perform end-of-day balancing and ATM balancing, including account research and problem-solving as needed.
• Open and close the financial center as needed.
• Cross-train across financial center areas such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, and other ancillary services.
• Support customer satisfaction by answering questions and requests effectively and in a timely manner for both external and internal customers.
• Protect operations and maintain customer confidence by following the Privacy Policy and keeping information confidential.
• Follow bank procedures and adhere to regulatory, operational, and security guidelines, including the Check Handling Agreement.
• Contribute to sales and service goals by meeting or exceeding individual goals.
• Answer calls within 3 rings and return phone calls or follow up on requests within 24 hours.
• Provide clerical support such as answering phones, maintaining accurate records, faxing, copying, and filing.
• Contribute to team effort by completing other job-related duties as assigned.

Team leadership and coverage

• Lead mentoring and training efforts for team members, including new Customer Service Representatives.
• Occasionally act as a back-up supervisor in the absence of financial center management.

Qualifications

• High school diploma or equivalent.
• Minimum 1 year of related experience.
• Minimum experience path includes 6 months previous banking experience and either 6 months banking at Liberty or 1 year banking, plus completion of all Customer Service Representative I requirements.
• Ready for management recommendation for promotion to Customer Service Representative II level.
• Demonstrated decision-making skills and willingness to accept supervisor override authority.
• Proficient with LSB new accounts and consumer loans, with strong accuracy, balancing, and cash handling skills.
• Ability to communicate effectively, deliver superior customer service, and work well with others.
• Professional, courteous appearance and good presentation skills, including proper telephone etiquette and grammar.
• Ability to utilize industry-related software and work a flexible schedule.
• Proficiency with the ERB process, the “ASK” program, and efforts to achieve personal sales goals as evidenced by sales reports, tracking forms, and audit of CNA folders.
• Ability to lead the financial center in the absence of management and know when to call for guidance.
• Must have completed and passed all mandatory training sessions (classroom, CBT, and self-study) scheduled by the manager within specified timelines or as classes are available.
• Ability to resolve customer service issues without needing to involve a supervisor.
• Ability to present information effectively at sales and staff meetings.

Physical demands

• Talking and hearing for oral communication.
• Seeing a computer screen for extended periods and identifying individuals visually.
• Standing and walking for long periods, including movement in narrow or confined spaces.
• Finger dexterity for handling coins and using a keyboard.
• Reaching and lifting up to 25 pounds.