Relationship Banking Support Specialist

1 week ago

Fairmont, United States Profinium Inc Full time

Job Type

Full-time, Part-time

Description

SCOPE

You are critical in enhancing customer relationships & improving customer service. You are responsible for greeting & directing walk-in customers in a friendly, professional manner & answering telephones. You support all areas of the bank by personally assisting, directing or connecting customers professionally to the appropriate person or department for care & service. You perform a variety of administrative duties. You create an AMAZING client experience

**This position can be part-time OR full-time**

ACCOUNTABILITIES

Customer Service - 50%

  • You greet walk-in customers in a friendly, professional manner, & direct them to the proper personnel.
  • You have an understanding of bank products & services in order to pro-actively assist customers with their banking questions. You assist customers with account information & general questions.
  • You answer incoming calls, directing them to the proper department or person.
  • You perform non-cash functions for customers. This will include deposits & transfers.
  • You provide general debit card support for our clients. Including identifying fraud, adjusting debit card limits, debit card transaction support, and adding travel alerts.
  • You assist with balancing various spreadsheets & General Ledgers for the department as needed.
  • You may perform under-writing for Home Equity Lines of Credit
  • You oversee client access to & the security of the safety deposit box vault
  • You monitor the Client Relationship Management (CRM) System & assist with escalations.
  • You assist clients with online account opening & online loan applications as needed.
  • You recognize any suspicious behavior & have the ability to make decisions when to consult management on any transactions.
  • You understand & comply with the related laws & compliance regulations that pertain to all of your duties.
Administrative Support - 40%
  • You conduct various types of account reviews for accuracy & compliance.
  • You perform various administrative functions in this role. Including the following:
- Check ordering

- Address, email & phone number changes

- Vendor/guest login

- Maintaining the employee telephone directory

- Supply inventory management

- Managing signage & public postings in the lobby

- Ensuring entrance doors open & lock at appropriate times

- Mail distribution, including return mail

- Other duties as assigned.

Other - 10%
  • You comply with organization policies, systems, process & procedures with a strong commitment to the overall direction & focus of the organization.
  • As a part of the overall team of bank employees, you may be requested to assist in the support of other bank activities.
  • You promote the AMAZING positive & energetic environment at Profinium by embracing our Purpose, Profinium Core Values & Pursuits (P3's) to guide your behavior.
Requirements

COMPETENCIES

Attention to Detail - Adaptability - Customer Orientation - Verbal & Written Communication - Professionalism - Time Management - Technology Driven - Problem Solver - Teamwork - Charismatic

EDUCATION, EXPERIENCE & SKILLS
  • You value client experience & are capable of committing to a team culture like no other
  • You take pride in providing a quality product & having fun along the way
  • You have a High School Diploma or equivalent
  • You have 1-2 years of administrative support experience OR
  • You have 3+ years of customer service experience
  • You have numerical aptitude
  • You have the ability to maintain confidentiality
  • You have the skills needed in a typical office environment, including computer skills & utilization of office equipment

While performing the duties of this job, you are regularly required to move about inside the office to access file cabinets, office machinery, attend meetings, etc. You have the ability to operate a computer, carry, handle & feel objects; reach with hands & arms; communicate effectively & efficiently in person & over the phone. You must occasionally lift &/or move up to 25 pounds or more with assistance. You have the ability to travel to other locations as needed. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception & the ability to adjust focus.

The requirements listed above are representative of the knowledge, skills &/or abilities required for this position. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions of this job. This document is intended to describe the general content & performance requirements of this position. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements & does not imply a contract. Other duties may be assigned.

Profinium has the exclusive right to alter this job description at any time without notice.

Profinium, Inc. is an Affirmative Action/Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by law.

Profinium, Inc. ("Profinium"), may use third-party websites to post employment opportunities. Profinium is not involved in the actual transaction between employment applicants and any third-party website. Authentication on the Internet is difficult; therefore, Profinium cannot and will not confirm that third-party websites are safe and secure with personal information, such as a social security number. Accordingly, Profinium discourages candidates from sharing personally sensitive information with third-party websites. Because Profinium cannot be involved in user-to-user dealings or control the behavior of employment applicants on third-party websites, in the event that you have damages from sharing personally sensitive information with a third-party website, you release Profinium (and our agents and employees) from claims, demands, and damages of every kind and nature, known and unknown, suspected and unsuspected, disclosed and undisclosed, arising out of or in any way connected with such damages. Profinium is under no legal obligation to, and do not, control the information provided by applicants made available through third-party websites. Profinium expects that you will use caution and common sense when using third-party websites while applying for employment opportunities.

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