Client Service Coordinator
Cogentbank
The Client Service Manager is responsible for leading the banking center team to meet and exceed all service quality goals and is responsible for the day-to-day operation of the banking center in an efficient, profitable, professional, and compliant manner.
Responsible for the administration of service, operational efficiency, risk applications, internal control, and management activities to meet bank objectives for the banking center.
Develops a culture within the banking center in which quality and continuous improvement on all performance accountabilities are understood and utilized by all employees.
Performs client service functions including but not limited to opening new accounts, resolving client problems, and handling routine account related service requests.
Assists with treasury management sales and set up as needed. Manages, coaches, directs and motivates every team member to promote service excellence and maximize opportunities to broaden customer relationships through active listening, anticipating needs and recommending the most appropriate solution to help our customers achieve their goals.
Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
Proactively identifies process and procedural efficiencies to enable a best in class new account experience. Complete all BSA/AML/OFAC related online courses
3 years banking experience in client service role
- High School Diploma or equivalent
- Strong operations and service skills.
- Proven track record of sound decision-making
- Excellent verbal and written communication skills
- Thorough knowledge of industry and regulatory compliance practices
- Proficient in the use of a personal computer, business software, and banking software
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