Client Relationship Specialist
2 weeks ago
is seeking a dynamic and driven individual to join our team as a full-time Client Relationship Specialist.
Experience in Customer Service is essential.Proficiency in Cash Handling is required.
Prior experience in the banking sector is advantageous but not mandatory - training will be provided.
We offer excellent benefits, paid time off, incentive pay, and various company perks.
Our work schedule is Monday to Friday with no weekend shifts required.
Compensation is based on knowledge, skills, experience, and location.
The Client Relationship Specialist role encompasses responsibilities of a Teller, Personal Banker, and Customer Service Representative. Our specialists are vital in delivering retail banking products and services to our clientele.
In addition to handling a variety of tasks related to customer transactions and inquiries, the Client Relationship Specialist will also seek to create new business opportunities with both existing and prospective clients.
Key Responsibilities:- Deliver comprehensive banking services with a primary emphasis on customer service and sales to both new and existing clients within the branch.
- Execute teller functions including cash transactions, account openings or updates, and provide information on additional products and services.
- Focus on fulfilling customer needs to enhance their experience both over the phone and during branch visits.
- Achieve or surpass sales and referral objectives while meeting individual and branch performance targets.- Inform customers about promotions, contests, and new account options.
Preferred Education / Experience:
- High School Diploma or equivalent.
- A combination of education and experience may fulfill qualifications.
Guardian Mortgage offers employees outstanding benefits, including:
- 401(k) Plan with a 6% Match
- Health/Dental/Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off
- Volunteer Leave
- Paid Holidays
- Plus many more employee perks & incentives.
We aim to be more than just a financial institution; we strive to be the financial foundation for our clients' lives, and we recognize that this begins with our dedicated team.
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