Client Service Specialist

The following full-time opportunity is now available.

Location: Mankato, MN

The successful candidate will work to perform branch and client service duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for UP by maintaining good client relations and referring client to appropriate staff for new services.

 

Accountabilities:

  • Know who your customer is, help identify their financial needs, and help satisfy them
  • Recommend United Prairie Bank products or services when it would serve a customer’s financial need.
  • Refer customers to United Prairie Insurance Agency, and United Prairie Financial Network when those services would be of benefit to the customer.
  • Process teller transactions (deposits, withdrawals, payments); manage cash drawer.
  • Originate and open new consumer and commercial deposit relationships including new accounts and compatible products and services.
  • Assist clients setting up e-banking, e-statement and debit/cash cards.
  • Assist clients purchasing travelers checks, money orders, cashier checks, savings bonds, cashing CD’s, loan payments, cash advances, wire transfers,
    check orders, and gift cards.
  • Enter and maintain file maintenance for all accounts on UP computer system.
  • Assist with bookkeeping and bank operations as delegated by management.
  • Run all proof work through branch capture equipment.
  • Print notices, checks and statements as required.
  • Distribute all daily reports.
  • Abide by all policies, procedures and regulations of UP.
  • Any and all other duties as assigned by management.

Job Specifications:

Well-developed verbal and written communication skills; general knowledge of internet usage and Microsoft Office programs. Strong desire to learn and follow policies and procedures. Must be highly adaptable to change. Ability to practice discretion and confidentiality in all situations. This position will be covering duties between both Mankato offices.

 

Job Qualifications:

    • Education: High school diploma or GED.
    • General knowledge of internet usage and Microsoft office programs.
    • Typing 50 WPM
    • Occasional day travel may be required for training/meeting purposes.
    • Must be able to lift 50 lbs on a regular basis. Must be able to stand and/or sit for extended periods of time.

Salary will be based on qualifications, competitive benefits package included.  Applicant can apply by emailing an introductory letter and resume to:  United Prairie Bank, Human Resources - hr@unitedprairiebank.com.