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Client Relationship Specialist

2 months ago

Dallas, Texas, United States Hilltop Holdings Full time
Job Overview

At Hilltop Holdings, we value our employees and offer a comprehensive benefits package that includes 11 Paid Holidays, over 15 days of Paid Time Off, 401k Matching, Health Benefits, and more.

The Client Relationship Specialist plays a vital role in serving both individual clients and small business owners within our community. This position requires a deep understanding of our product offerings and services, allowing the specialist to provide tailored advice that meets client needs while assisting with all service-related interactions, including cash handling. The ideal candidate is enthusiastic about engaging with new clients and is committed to delivering personalized service that fosters strong relationships.

Key Responsibilities

  1. Deliver exceptional customer service by promptly acknowledging clients, maintaining a friendly demeanor, and ensuring satisfaction with transaction requests.
  2. Build new client relationships through the account opening process, identifying potential opportunities for additional services based on a needs-based approach.
  3. Communicate various account options and services tailored to the specific needs of each client.
  4. Engage in meaningful conversations to identify financial needs that promote relationship growth.
  5. Maintain proactive follow-up with clients to ensure ongoing satisfaction.
  6. Guide clients through required account documentation and complete the onboarding process efficiently.
  7. Possess a comprehensive understanding of the Bank's product offerings.
  8. Process customer transactions, including cashing checks, accepting deposits, and handling withdrawals, among other duties.
  9. Participate actively in team meetings and discussions, contributing to the overall success of the branch.
  10. Adhere to all relevant policies, procedures, and regulatory requirements.
  11. Excel in the Bank's relationship management and customer service programs.
  12. Respond to inquiries from both internal and external clients regarding banking products and services.
  13. Handle routine maintenance requests and fulfill client needs efficiently.
  14. Complete all required training in a timely manner.
  15. Engage in regular coaching sessions to enhance personal and professional development.
  16. Perform additional duties as assigned.
The above statements are intended to outline the general nature and level of work performed by individuals in this role and are not intended to be an exhaustive list of all responsibilities, duties, and skills required.

Qualifications
  • High School diploma or equivalent required; Bachelor's degree or some college coursework preferred.
  • Two or more years of relevant experience in customer service, sales, or banking.
  • Prior cash handling experience is advantageous.
  • Ability to maintain a thorough understanding of the Bank's products and services.
  • Excellent verbal, written, and interpersonal communication skills are essential.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and capable of learning custom banking systems.
  • Strong analytical, time management, organizational, and problem-solving skills.
  • Self-motivated with a strong sense of initiative and attention to detail.
  • Ability to collaborate effectively within a team and across the organization.
About Hilltop Holdings

Hilltop Holdings is committed to providing relationship-based banking services that prioritize client satisfaction and financial stability. Our team of experienced bankers is dedicated to delivering personalized service and expert financial guidance to help clients achieve their financial goals. We pride ourselves on our strong community presence and our ability to adapt to the evolving needs of our clients.