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Client Relationship Specialist

2 months ago

Leawood, Kansas, United States CrossFirst Bank Full time
Position Overview

The Personal Banker is responsible for delivering exceptional service to clients of the Bank. This role demands a high degree of precision to adhere to regulatory standards and mitigate risks.

Key Responsibilities
  • Facilitate personal banking transactions for clients, including deposits, withdrawals, and transfers.
  • Maintain a comprehensive understanding of the Bank's products and services to effectively cross-sell or refer clients internally as needed.
  • Assist clients with various inquiries, which may involve responding to rate questions, processing telephone transfers, and managing account openings and closures for both new and existing clients.
  • Handle account maintenance tasks, such as updating addresses, managing debit cards, processing title changes, and fulfilling research requests.
  • Address client inquiries or concerns in a courteous and helpful manner; investigate issues and escalate them when necessary.
  • Ensure timely and accurate delivery of services.
  • Conduct daily cash drawer balancing.
  • Provide support to Relationship Bankers by verifying account information against source documents.
  • Utilize the imaging system to scan and link new account documents.
  • Respond to main phone inquiries as required.
  • Achieve or surpass all referral goals and targets across business units.
  • Communicate effectively with management, particularly regarding any challenges in meeting deadlines or providing adequate coverage.
  • Engage with both internal and external clients while delivering outstanding service.
  • Build and sustain trusted, positive relationships with colleagues, clients, and vendors.
  • Represent the Bank and the Relationship Banking team in a highly professional manner.
  • Complete job tasks efficiently and professionally, prioritizing and organizing work effectively.
  • Uphold confidentiality and adhere to CrossFirst Bank policies and procedures, as well as comply with relevant laws and industry best practices.
  • Exhibit reliable and consistent on-site attendance.
Qualifications
  • Understanding of personal and private banking deposit products and processes, along with banking regulations.
  • Previous experience in a similar role within retail banking services, ideally in a commercial banking environment.
  • Familiarity with banking processing software.
  • Proficient in using office automation equipment, including phones, computers, and scanners, as well as Microsoft Word, Excel, and Outlook.
  • High School diploma or equivalent experience.

CrossFirst Bank is an Equal Opportunity Employer.