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Client Relationship Specialist I
2 months ago
Overview
Are you eager to be part of an organization that values making a meaningful impact? Bank of Texas is dedicated to achieving collective success by fostering enthusiasm and a client-centric approach in our operations. We invite you to consider the role of a Client Relationship Specialist I.
Part-time Position: 20 hours per week with the following schedule: Monday, Wednesday, Friday 8am to 5pm
Role Responsibilities
The Client Relationship Specialist I is committed to delivering an exceptional client experience for our customers. This role empowers you to ensure a superior interaction with every client, fostering long-term engagement. Responsibilities include addressing inquiries related to account activities, facilitating teller transactions, and providing information on digital banking solutions, debit cards, and various other services. The Specialist will efficiently manage client interactions and strive to surpass client expectations. Communication with clients may occur through various channels, including in-person, phone, and digital platforms.
Team Environment
We are passionate about our mission, and it reflects in our work. Collaborating with colleagues across the bank to assist clients in achieving their financial objectives is fulfilling.
We have cultivated a supportive and engaging environment where you can share ideas, ask questions, and seek solutions. Every team member is encouraged to contribute to positive change, regardless of their position.
We uplift one another and work together to enhance our skills. Our values of recognition, integrity, and a commitment to helping others form the foundation of our success.
Key Responsibilities
Deliver outstanding client experiences to build, expand, and maintain enduring client relationships. Engage in consultative discussions with current and prospective clients to assess their financial needs and recommend appropriate banking products and services. Facilitate the opening of a comprehensive range of retail products, including loan options, for both new and existing clients during routine banking services and teller transactions. Educate clients about banking services that enhance convenience, such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit functionalities. Address a variety of client inquiries and issues, ensuring the highest level of satisfaction and experience. Conduct various teller transactions for clients (e.g., cashing checks, processing withdrawals, and providing account balances) while identifying opportunities to deepen client relationships and assist them in achieving their financial goals. Adhere to internal controls, audit requirements, security protocols, and compliance regulations. Engage in professional development through training, self-improvement initiatives, and skill-building activities to enhance product knowledge, systems proficiency, sales capabilities, and client relations skills. This includes participating in coaching sessions, setting goals, and achieving results.Qualifications
This position typically requires a high school diploma or equivalent, along with a minimum of 1+ years of experience in sales or customer service; a college degree is advantageous or an equivalent combination of education and experience.
Familiarity with consumer financial products and services Understanding of banking operations, retail sales, and/or contact center functions, including phone, email, and chat support Strong verbal communication skills; effectively and courteously providing customer information, resolving issues, and building relationships through appropriate questioning Proficient written communication skills demonstrated through professional etiquette, proper grammar, and punctuation Problem-solving and conflict resolution abilities Capability to follow established standards and discern when to escalate issues Strong basic math skills (addition, subtraction, multiplication, division) for account reconciliation Proficient in PC applications, including word processing and spreadsheet software, with the ability to learn various internal systems Ability to manage multiple tasks simultaneously Excellent interpersonal skills, including sales and client relations, both in-person and via telephone Detail-oriented with a high degree of accuracy Ability to thrive in a fast-paced environment and under pressure, as necessaryCompany Overview
Bank of Texas is a stable and financially robust institution that provides comprehensive training and development opportunities to support the long-term career growth of its employees. With dedication, expertise, and collaboration, you can contribute to the success of the bank, its clients, and your own professional journey.