CAREERS

OPEN POSITIONS

To apply, email your resume and cover letter to careers@kendallbank.com.

Lead Client Services Specialist

Location: Overland Park, KS
Department: Client Services
Reports to: Director Client Services
FLSA Status: Non-Exempt
Working Status: Regular Full-Time

SUMMARY
The Lead Client Service Specialist is the primary bank / brand ambassador who is often the first contact in the bank. Assists clients by answering questions, processing transactions, opening new accounts and cross selling services. Assists Treasury Management from a Quality Control perspective. Leads and encourages a positive working environment with a can-do and collaborative focus which fosters our Mission, Vision and growth plans.

ESSENTIAL OBJECTIVES / FUNCTIONS & RESPONSIBILITIES / DUTIES

  • Answer main bank number or greet clients, prospects or vendors in person. Refer to other bank personnel as needed to provide extraordinary service.
  • Open personal checking, savings, CDs and IRA accounts; open business checking accounts and other products offered by the Bank including booking into core system.
  • Obtain appropriate documentation and follow-up with clients after account opening; keep client officer apprised of any issues.
  • Perform Teller duties including transaction processing, cash handling, and recycler; reconcile cash drawer by proving cash transactions, counting and packaging currency and coins.
  • Reviews documentation for Treasury Management to ensure accurate and timely completion. Maintains logs for follow up.
  • Process returned mail including fraud mitigation and maintenance.
  • Maintain up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
  • Complete assigned administrative tasks and client service duties associated with Private, Retail and Treasury Services Banking in a professional, timely and efficient manner.
  • May assist bankers and clients in preparing and reviewing all documents necessary to onboard new client relationships.
  • Provide extraordinary service by responding timely to requests for information, researching discrepancies, and resolving issues.
  • Represent the Bank in a highly professional manner.
  • Maintain confidentiality; adhere to Kendall Bank policies and procedures; comply with State and Federal laws and regulations, and industry best practices.
  • Reliable and predictable attendance.
  • Other duties as assigned.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential responsibility / duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

  • EDUCATION AND / OR EXPERIENCE
    • Demonstrated success in a similar role within a professional services environment, preferably in a commercial bank.
    • Proven organizational skills and demonstrated success in a multi-task environment.
    • Demonstrated knowledge and experience with office automation equipment, including phones, fax machines, computers and related software, including Microsoft Word, Excel, Power Point and Outlook.
    • High School diploma or equivalent.
  • LICENSE(S) OR CERTIFICATES
    • Valid driver’s license.
  • KNOWLEDGE, SKILLS, AND ABILITIES
    • Attention to detail and follow through for task completion.
    • Demonstrate well developed verbal communication skills.
    • Strong interpersonal skills are necessary to work with internal and external team members.
  • PHYSICAL DEMANDS (i.e. travel, sit-ability, lifting, operating office equipment, etc.)
    • Light sedentary office work.
    • Ability to travel between office locations as needed.
    • Occasional travel outside the local market area for training and seminars may be required.
  • TECHNOLOGY AND EQUIPMENT
    • Personal computer, including internet.
    • MS Office; Internet; Remote Deposit.
    • Contact Management Software.
    • Telephone (voicemail)

SUPERVISORY RESPONSIBILITIES

  • None

 

Kendall Bank is an Equal Opportunity/ Affirmative Action employer. We provide equal employment opportunities to all qualified employees and applicants for employment without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, veteran status, disability, or any other legally protected status. We prohibit discrimination in decisions concerning recruitment, hiring, compensation, benefits, training, termination, promotions, or any other condition of employment or career development.

Kendall Bank is an Equal Opportunity/ Affirmative Action employer. We provide equal employment opportunities to all qualified employees and applicants for employment without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, veteran status, disability, or any other legally protected status. We prohibit discrimination in decisions concerning recruitment, hiring, compensation, benefits, training, termination, promotions, or any other condition of employment or career development.

BENEFITS & CULTURE

Kendall Bank offers a great working environment that’s both challenging and satisfying.

We offer an array of benefits to our full time employees and their dependents including medical, dental, and vision, as well as life insurance and short- and long-term disability at no cost to you.

Additionally we offer paid time off, paid holidays, and a generous 401(k) plan.

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