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Posted: Mon Mar 04 2024

Universal Banker/Client Service Representative

Birmingham, AL



Boulo Solutions is partnering with medium sized bank located in Birmingham, AL that specializes in curated banking experiences for commercial and private clients, who is looking to hire a Universal Banker/Client Lead Representative to join their team.

Employment Type: Full-Time
Flexibility: 8-5 schedule family friendly work culture
Pay: $40,000-53,000 based on experience (salaried exempt full time position)
Benefits: 20 PTO days plus bank holidays, 401K with 4% match, 60% of health insurance paid by company.

As a Client Service Representative, you will thrive an in environment where you can deliver an exceptional service experience. You will be able to give your clients the time and attention they deserve without pressure to push featured products or meet sales goals. You will enjoy the satisfaction of becoming familiar with your clients and helping them with a full range of banking needs while you expand your own career and abilities.

We offer:

  • No aggressive promotions or sales goals; our emphasis is on client service and retention
  • One service center location with regular weekday hours
  • Exposure to many aspects of financial service delivery
  • Opportunity to directly impact the client experience with emphasis on quality, not volume
  • Excellent pay and benefits; work in a professional office complex

You will:

  • Open and service accounts of all types
  • Respond to client inquiries whether in person, via telephone, or online
  • Represent the Bank to guests and ensure an exceptional client service experience
  • Maintain client information and provide regular reports and insights

Requirements Include:

  • Extensive customer interaction experience, with ability to research and resolve issues
  • PC proficient with attention to accuracy (previous Jack Henry or FIS experience helpful)
  • Cash handling experience
  • Ability to cultivate ongoing customer relationships, as demonstrated in previous work responsibilities
  • Self-starter able to organize and manage multiple tasks
  • Excellent communication skills with professional demeanor and appearance
  • Banking experience strongly preferred, especially teller/CSR/Universal Banker
  • High school diploma; bachelor’s degree preferred 
  • Background check 

Don't meet every requirement? Studies show that women and people of color sometimes don’t apply for a position that they’re interested in because they are missing a few of the requirements. If this role sounds exciting and you’re missing some requirements, apply anyways! You may have strengths and experiences in other areas that will enable you to thrive in this role and we won't be able to identify you if you don’t apply. You may be just the right candidate.

About Boulo:?Boulo matches working mothers with employers that embrace flexibility for mutual benefit. To receive updates about new jobs and jobs not publicly available, create your Boulo profile here:?


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