Client Service Specialist – Ocala - Cogent Bank

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Client Service Specialist – Ocala

Job Summary

The Client Service Specialist works with the entire team to coordinate all client service activities with a focus on delivering the ultimate client experience.  This position performs both teller functions and client service functions.  All members of the team are critical in building client advocacy and ensuring continued profitability of the banking center through organic growth and referral opportunities by setting and maintaining high service standards, creating positive client experiences, and fostering a culture of teamwork and collaboration. This individual will be expected to assist the banking center with its growth deposit strategy.

Responsibilities and Duties

  • Assist clients with routine account-related requests such as: funds transfer, automatic transfers, stop payments, deposits, service charges, ATM and debit card usages, checking & savings transactions, and funds availability.
  • Research and resolve client problems, acting as the client liaison between other departments when necessary.
  • Research client questions regarding electronic funds transfers and initiate “Reg E” disputes when appropriate, including the completion of all necessary documents and affidavits.
  • Cross-sell bank products and services based on client needs, in accordance with the bank’s program standards.
  • Perform teller functions 
    •  Auditing and reconciling cash drawers, including atm and vault
    •  Counting and packaging currency
  • Verify information on ATM/Debit card applications to the information in client database.  Send exceptions to BSA Officer.
  • Escort appropriate bank personnel into the vault and maintain dual control for safekeeping access.
  • Maintain the bank’s files for currency transaction reports, client safekeeping receipts
  • Assist clients with internet and online banking issues
  • Assist Bank Officers when needed.
  • Other duties as assigned.
  • Complete the following BSA requirements:
    • Read BSA/AML Program (policy)
    • File Currency Transaction Reports
    • Report suspicious activity to BSA Officer
    • Complete all BSA/AML/OFAC related online courses
    • Follow BSA/AML/OFAC policies and procedures

Qualifications and Skills

  • Minimum Education: High School diploma or equivalent. 
  • Minimum Experience: 1+ years of teller and client service experience 
  • Preferred Experience: 3+ years of banking experience.


  • Ability to actively engage in conversations with clients and clients
  • Ability to present oneself as well as the company in a professional manner
  • Excellent cash handling skills
  • Knowledge of all deposit, small business, and consumer loan products
  • 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
  • Ability to complete tasks with accuracy
  • Ability to multitask, prioritize, and manage time effectively
Click Here to Apply

Cogent Bank is an Equal Opportunity Employer.