Client Solutions Administrator I

Job Description

Job Description

Description:

Company Summary:

LINKBANK is a community-focused financial institution committed to positively impacting lives through personalized banking services and strong, values-driven relationships. By prioritizing our values of live, integrity, nurture, and knowledge, LINKBANK aims to foster growth and trust within the communities it serves.

General Responsibilities / Job Summary:

• Deliver a unique and positive experience for visitors to the solution centers.
• Achieve solution center’s goals through accurate transaction processing and tailored client solutions.

Essential Functions/Duties:

1. Promote Corporate Values: Embody LINK’s values of LIVE, INTEGRITY, NURTURE, and KNOWLEDGE in daily activities.
2. Client Service Excellence: Maintain a positive attitude and eagerness to learn while delivering top-notch client service.
3. Transaction Management: Handle various client transactions, including deposits, withdrawals, loan payments, and account openings, via in-person, drive-thru, phone, or a mobile/online.
4. Deposit Processing: Manage and log mail, night depository, and ATM deposits as needed.
5. Record Maintenance: Ensure compliance with Retail Operations Guidelines for record-keeping and audits.
6. Regulatory Forms: Accurately complete Currency Transaction Reports and Reg CC Forms.
7. Cash Management: Balance cash drawers and vault daily and maintain accurate audit records.
8. Cash Handling: Order and manage cash and coin shipments to/from the Federal Reserve.
9. Inventory Management: Order and manage supplies used in the Solution Centers.
10. Training Assistance: Help train new employees and interns.
11. Sales Support: Enhance the sales process by reviewing client profiles and referring clients for additional services.
12. Policy Adherence: Follow internal controls, operational procedures, and risk management policies; stay updated on policy changes.
13. Other Duties: Perform additional tasks as assigned.

Minimum Qualifications:

• Education: High School Diploma or equivalent.

Knowledge/Skills/Abilities:

• Multitasking: Manage multiple priorities effectively.
• Detail-Oriented: Strong attention to detail and proactive problem-solving.
• Banking Knowledge: Basic understanding of bank products and services.
• Compliance: Adherence to policies and procedures.
• Technical Skills: Proficiency with computers and Microsoft Windows.
• Client Service: Excellent client service skills with patience and empathy.
• Interpersonal Skills: Strong communication, leadership, and organizational abilities.
• Attendance: Regular and Predictable attendance

Experience:

• Preferred: Prior teller experience or at least 1 year of cash handling and client service experience.

Physical and Mental Job Requirements:

• Communication: Clear verbal communication and comprehension.
• Manual Dexterity: Ability to operate office equipment and computer terminals.
• Physical Stamina: Capable of standing or walking for extended periods.
• Visual Acuity: Sufficient vision for computer work.
• Mobility: Coordination and lifting up-to 20 pounds as necessary.
• Travel: Ability to travel to various bank locations as needed.

Working Conditions:

• Essential Functions above include reasonable accommodations, as applicable, under federal, state and local laws.