Job Information
Robert Half Client Services Representative in Newton Highlands, Massachusetts
Description
Essential Job Duties & Responsibilities
Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts)
Required participation in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met
Conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
Enhance the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers
Perform opening, closing and other branch duties
Balance cash drawer and assist with cash vault balancing
Open and process incoming mail
Complete logs, reports and control checks while maintaining a neat and organized work area
Answer incoming phone calls, address customer questions and concerns and escalate any problems or disputes to appropriate internal resources for resolution
Image documents and performing quality control checks
Practice branch security procedures and protect customer confidentiality and privacy
Requirements
Qualifications:
Prior experience as a teller or new account representative preferred
Minimum 2-4 years customer service experience
High School diploma or equivalent required
Professional appearance and demeanor
Proficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applications
Demonstrated good attendance and punctuality
Strong attention to detail with high concern for data accuracy
Customer service orientation with effective problem-solving and ability to maintain composure and a positive attitude when interacting with customers and team members
Outstanding listening and interpersonal communication skills, both written and verbal
Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines
Critical thinking and decision-making skills
Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast-paced environment
Self-motivated
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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