Client Support Banker

4 weeks ago

Miami, United States Grove Bank & Trust Full time
Job DescriptionJob DescriptionSUMMARY: Primary point of contact for clients. Provide exceptional service and support in all aspects of their banking needs. Possess strong communication skills, a deep understanding of banking products and services, and a commitment to delivering superior client experience. Performs other related duties as necessary.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Demonstrates teamwork and is excellent in supporting clients and Senior Bankers in completing client onboarding, client requests, and transactions.

Is Relationship Focused while building and maintaining strong relationships with clients by understanding their financial goals and needs.

Serve as the main point of contact for client inquiries, addressing questions and concerns promptly and effectively.

Is accountable in assisting with account openings, closings, and account maintenance procedures.

Educate clients on available banking products and services to meet their financial objectives.

Uses Integrity in ensuring accuracy and compliance with banking policies and procedures.

Investigate and resolve client issues in a timely and satisfactory manner.

Is diligent and respectful in collaborating with other departments to address complex client concerns and provide comprehensive solutions.

Stay informed about the bank's products, services, and promotions to effectively communicate and cross-sell to clients.

Adhere to regulatory guidelines and internal policies to ensure a secure and compliant banking environment.

Provide clients with information and guidance on online banking, mobile applications, and other self-service tools to enhance their banking experience.

Participate in ongoing training sessions to enhance product knowledge, customer service skills, and stay informed about industry trends.

Mentor and assist in the training of new team members.

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

EDUCATION and/or EXPERIENCE

Bachelor's degree in Finance, Business, or a related field preferred. Minimum three years prior experience in banking or customer service roles. Strong interpersonal and communication skills. Knowledge of banking products and services. Detail-oriented with excellent problem-solving abilities. Ability to handle confidential information with discretion.

All candidates for hire will undergo a credit and criminal background check. Only qualified candidates will be contacted.

Grove Bank & Trust is a drug-free workplace and an AA/Equal Opportunity Employer - Minorities/Female/Veteran/Disability.

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