Job Title: Client Support Specialist

Position Reports To:  Deposit Banking and Support Manager 

Location: Oakdale

Status: Part-Time (20-25 Hours/Week), variable hours Monday-Friday

Objective:  The Client Support Specialist is the point of contact for existing and new clients of Platinum Bank. This position will be responsible for maintaining a positive, high touch, hospitable client experience while exemplifying Platinum Bank’s client service standards. 


1. Performs the day-to-day operational teller functions & deposit banking and support duties of Platinum Banks branch service delivery model.  

  1. Provides superior customer service when greeting customers, answering phones/emails while portraying the service culture of Platinum Bank. 

3. Performs deposit account services to include account maintenance, troubleshooting service requests, assist with account questions and problem resolution, prepare documents and perform system set up for deposits, retail online banking, and related products and services. 

4. Assist with client transactions across the spectrum.

  1. Manage cash drawer and assist with cash shipments.

6. Hospitality and overseeing the care of physical environments.

7. Assist with scanning, file maintenance, and reviewing new accounts. 


1. Assist departments throughout the bank location with special projects and functions.

2. Comply with federal and state regulatory compliance statutes and bank policies and procedures applicable to the functions being performed.

3. Ensure that all security procedures are strictly followed.

4. Performs other responsibilities as assigned to include various clerical & data entry duties, branch hospitality, facility management assistance, and bank events.



Education and/or Experience:

· High School degree or GED preferred.

· Preferred 2+ years related banking experience and/or training. 

Knowledge, Skills & Abilities:

· Critical/Creative Thinking

· Effective communication skills 

· Handle and maintain information with utmost confidentiality

· Excellent customer service and collaboration skills

· Strong mathematical skills.

· Excellent analysis, observation, problem solving and decision-making skills

· Strong organizational skills with the ability to multitask in fast-paced environment

· Accuracy and efficiency with attention to details

· Self-starter, ability to work independently with little supervision.

· Competence with computers, telephones, printers, and other office equipment.

· Technically skilled in the following software applications: Microsoft Excel, Word, and Outlook 

· Experience with Jack Henry applications desirable

Salary Description


This Position Description reflects management’s assignment of major responsibilities, which represent the majority of essential functions. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. They may be subject to change at any time due to reasonable accommodation or other reasons.


Member FDIC

Job Type: Part Time
Job Location: Oakdale

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