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Client Banking Specialist
2 months ago
Position overview
Our Client Banking Specialists play a key role in our organization; to provide high quality, exceptional service to our existing and prospective clients.
Primary Duties and Responsibilities
- Consistently delivers outstanding client service; providing premiere client satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times.
- Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
- Initiates conversations to uncover client needs and effectively refers customers to business partners for the selling and cross-selling of Bank products and services to clients, so that personal and Bank goals are consistently met or exceeded.
- Develops rapport with the client base by being proactive and timely with requests and problem resolution and displaying a caring attitude to assist client in identification of financial needs.
- Performs account opening, closing and maintenance.
- Grow and maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
- Communicates via written or verbal format, at a professional level common within a business setting.
- Works in a team environment; interacting with co-workers and management in a positive manner.
- Maintains a position of trust and responsibility by keeping all client business confidential.
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Minimum Qualifications
- 6 months experience in a client-facing banking role.
- 6 months experience handling cash, counting and balancing.
- High school diploma/GED.
- Must be able to apply for and receive notary license in order to assist with loan closings/client requests.
Preferred Qualifications
- Experience working in a Client Banking or Universal Banking position.
- Experience uncovering client needs and effectively referring customers to business partners.
- Registration as Mortgage Loan Originator through the National Mortgage Licensing System (NMLS).
Our Way
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators
Benefits
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:
- Eligibility for health, dental, vision, life and disability insurance coverages
- Retirement Plan - 401k with matching
- ESOP- Employee Stock Ownership Plan
- Time away from work – vacation time, sick time and holidays
- Paid parental leave
- Tuition Assistance
- Professional development opportunities
THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER
A DRUG FREE WORKPLACE
E-VERIFY EMPLOYER
