Client Service Specialist

2 days ago

Grand Rapids, United States Park State Bank Full time

Description:

POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering impactful and outstanding customer service.

Key Responsibilities:

  1. High-Touch Client Service: Provide exceptional and personalized service to every client, ensuring their banking needs are met with care and attention. Anticipate and proactively address client needs by offering tailored solutions and recommendations. Be readily available to clients, whether in person, over the phone, or via email, to promptly assist with inquiries or concerns.
  2. Client Consultation: Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations.
  3. Client Focus: Demonstrate a genuine passion for providing exceptional customer service and a commitment to ensuring client satisfaction in every interaction.
  4. Account Services: Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies.
  5. Product Knowledge: Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions for each Client's needs individually.
  6. Transaction Processing: Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently.
  7. Financial Guidance: Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives.
  8. Cross-selling: Identify opportunities to promote and cross-sell bank products and services to meet client's needs.
  9. Compliance: Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction.
  10. Client Relationship Management: Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care.
  11. Adaptability and Flexibility: Adapt to changing priorities and work effectively in a fast-paced retail environment.
  12. Documentation: Maintain accurate records of client interactions, transactions, and account updates.
  13. Quality Assurance: Uphold a high standard of service quality, contributing to the overall success of the bank's client service initiatives.

SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES:

  • Other duties as may be assigned.

PERFORMANCE MEASURES:

  • Balances efficiently and accurately
  • Maintains confidentiality of client account information
  • Follows established policies and procedures in responding to inquiries and requests
  • Willingly participates in bank training
  • In compliance with all regulations related to job duties
  • Effectiveness of communications and development of good working relationships with co-workers and clients

WORKING CONDITIONS:

Will need to be able to handle stressful situations and function in a very fast-paced environment while remaining calm and precise. Must have excellent interpersonal and organizational skills and enjoy working with the public. Will need to communicate in a clear, concise, and pleasant manner. Willingness to travel to other branches is essential.

May, on occasion, have to work longer hours than scheduled.

Must be able to meet deadlines, multi-task and adjust priorities as necessary. Must possess strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management and the Bank's vendors. Must be a self-starter who challenges existing processes and can identify and implement efficiencies and cost-saving solutions. Will have access to and knowledge of all employees' accounts, customer information, and the bank's finances, so the ability to keep information confidential is extremely important.

The employee will be working in an indoor office setting in a light work situation (exerting up to 20 lbs. of force frequently, and/or a negligible amount of force constantly to move objects). Must be able to remain in a stationary position 50% of the time and be able to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity equipment. Employee frequently communicates with employees, customers and vendors. Will be required to travel to branches within region on a weekly basis, so must have a valid driver's license and reliable transportation. Must be able to exchange accurate information both orally and written in English. Employee will be required to travel to branches located within the region.

Despite ongoing security training, there is always the possibility of a bank robbery.

GENERAL NOTICE:

This description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties may be assigned as necessary.

Role Qualifications:

  • Education or certifications related to customer service or retail management is a plus. Previous experience in a customer service or retail banking role is preferred.
  • Strong interpersonal and communication skills, both verbal and written.
  • Proficiency in using retail software systems, point-of-sale (POS) terminals, and other relevant technology platforms commonly used in retail environments.
  • Knowledge of banking products, services, and regulatory compliance.
  • Ability to work effectively in a team and independently.
  • Efficiently able to multi-task along with excellent problem-solving skills and attention to detail
  • Maintain utmost confidentiality of Clients information at all times.

Other Skills and Abilities

  • Strong communication skills along with the ability to effectively communicate with others
  • Client service focused
  • Resourceful, well organized and ability to multitask in a face paced environment.
  • Effective decision-making skills
  • Strong attention to detail
Requirements:
  • High school diploma or equivalent
  • 1-2 years working in a customer-facing capacity, specifically in banking (preferred), retail, or hospitality

PIadfe0dea144a-7526

by Jobble

  • Client Service Specialist

    4 weeks ago

    Grand Rapids, United States Park State Bank Full time

    Job DescriptionJob DescriptionDescription:POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The...

  • Client Service Specialist

    3 weeks ago

    Grand Rapids, United States Park State Bank Full time

    Description:POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a...

  • Fulfillment Specialist

    4 weeks ago

    Grand Rapids, Michigan, United States MM Services II Full time

    Job DescriptionAt MM Services II, we're seeking a highly skilled White Glove Fulfillment Specialist to provide exceptional customer service to our partners in procurement. This role involves a mix of client-facing and warehouse duties, with a focus on efficient pick-ups and outstanding service.Key Responsibilities:Embody our core values of Find A Way,...

  • Client Acquisition Specialist

    1 month ago

    Grand Rapids, United States Harrison Gray Search and Consulting LLC Full time

    Client Acquisition SpecialistRole Summary The Client Acquisition Specialist (CAS) is responsible for the full cycle of Harrison Gray's new client acquisition, maximizing client saturation and the overall growth of their division. Under the direction of the CEO, the CAS will source research, cold call, and connect with potential clients. Through uncovering...

  • Client Service Reporting Specialist- Corporate Retirement Plans

    3 weeks ago

    Grand Rapids, United States Stifel Financial Corp. Full time

    Why StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success.What You'll Be DoingThis position...

  • Client Relationship Specialist

    4 weeks ago

    Grand Rapids, Michigan, United States Charles Schwab Full time

    Unlock Your PotentialAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in delivering an unparalleled client experience. You'll work closely with your Client Relationship Manager and Branch Manager to achieve operational success and contribute to...

  • Client Service Representative

    1 week ago

    Grand Rapids, United States VCA Animal Hospitals Full time

    We are looking for a Client Service Representative (CSR) to join our team as we launch our BRAND-NEW hospital -- VCA Knapp's Corner Animal Hospital! The creation of VCA Knapps Corner focused on two essential elements: our patients and our clients. T Client Service, Representative, Service, Client, Animal Care, Retail

  • Client Service Representative

    4 weeks ago

    Grand Rapids, Michigan, United States Rose Pest Solutions Full time

    Job SummaryRose Pest Solutions is seeking a skilled Client Service Representative to provide exceptional customer service and support to our clients. The ideal candidate will have excellent communication skills, be able to work independently, and have a strong attention to detail.Key ResponsibilitiesSchedule service requests and log client callsProcess...

  • Client Service Representative

    2 weeks ago

    Grand Rapids, United States CU*Answers Full time

    Description POSITION SUMMARYThe Client Service Representative is responsible for answering incoming calls and triaging the clients need for appropriate resolution and/or escalation. The Level 1 Representative is a client facing support role and supports credit unions as it relates to software inquiries. ESSENTIAL JOB FUNCTIONS1. Provide day-to-day software...

  • Account Services Specialist

    2 weeks ago

    Grand Rapids, United States S&A Group Full time

    Description We are excited to welcome dedicated professionals who have a strong background in customer service and a genuine desire to provide exceptional support to both prospective and existing clients. As an Account Services Specialist, you will play a key role in helping potential clients understand the advantages of our programs and guide them in...

  • Client Service Specialist, PC

    6 months ago

    Cedar Rapids, United States Holmes Murphy & Associates Full time

    Are you interested in the opportunity to grow and share your unique potential every day, a place that offers a holistic approach to your well-being, an environment that encourages volunteering, and a company with a culture where celebrating your and our client's success is just part of what we do? Well, you've come to the right place. We have an opening for...

  • Client Service Reporting Specialist- Corporate Retirement Plans

    2 weeks ago

    Grand Rapids, MI, United States Stifel Financial Corp. Full time

    Why StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let’s talk about how you can find your place here at Stifel, where success meets successWhat You'll Be DoingThis position...

  • Parts Specialist

    4 weeks ago

    Grand Rapids, Michigan, United States Triad Service Center Full time

    Job Title: Parts SpecialistAbout the Role:We are seeking a skilled Parts Specialist to join our team at Triad Service Center. As a Parts Specialist, you will play a critical role in identifying parts requested by technicians and customers, providing pricing, and assisting with inventory management.Key Responsibilities:* Identify parts requested and provide...

  • Retail Customer Service Specialist

    5 months ago

    Grand Rapids, United States The Sherwin-Williams Company Full time

    This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and...

  • Client Service Specialist, Property

    1 month ago

    Cedar Rapids, Iowa, United States Holmes Murphy & Associates Full time

    About the RoleWe are seeking a highly skilled Client Service Specialist to join our Property & Casualty team in Cedar Rapids, IA. As a key member of our team, you will be responsible for providing exceptional client service, managing daily client needs, and ensuring accurate and timely processing of client information.Key ResponsibilitiesPrepare and process...

  • Loan Servicing Specialist

    3 weeks ago

    Grand Rapids, United States Cinnaire Full time

    Job Summary: The Loan Servicing Specialist onboards and services affordable housing and community facility loans through a loan servicing software system. The Loan Servicing Specialist also provides technical assistance and support to internal and external customers, proactively resolving issues and ensuring timely service delivery. Essential Duties and...

  • Client Service Representative

    2 months ago

    Grand Rapids, United States CU*Answers Full time

    Description POSITION SUMMARY The Client Service Representative is responsible for answering incoming calls and triaging the clients need for appropriate resolution and/or escalation. The Level 1 Representative is a client facing support role and supports credit unions as it relates to software inquiries. Part Time Shift: Wednesday: 12:30 pm - 4:30 pm,...

  • Client Service Representative

    4 months ago

    Grand Rapids, United States CU* Answers Full time $16

    POSITION SUMMARY:The Client Service Representative is responsible for answering incoming calls and triaging the clients need for appropriate resolution and/or escalation. The Level 1 Representative is a client facing support role and supports credit unions as it relates to software inquiries. ESSENTIAL JOB FUNCTIONS:Provide day-to-day software support to...

  • Accounts Receivable Specialist

    2 weeks ago

    Grand Rapids, United States Service Express Full time $28 - $31

    At Service Express, we believe that great work starts with great people! We are looking for an Accounts Receivable specialist to join our team!You could be just the right applicant for this job Read all associated information and make sure to apply.The Accounts Receivable Specialist is responsible for collection of invoices within portfolio of accounts,...

  • Accounts Receivable Specialist

    3 weeks ago

    Grand Rapids, United States Service Express Full time

    At Service Express, we believe that great work starts with great people! We are looking for an Accounts Receivable specialist to join our team!The Accounts Receivable Specialist is responsible for collection of invoices within portfolio of accounts, resolve invoice/payment discrepancies that may arise, ensuring that delinquent accounts are collected in a...