Client Service Representative

3 weeks ago


Cook, Minnesota, United States Park State Bank Full time

h3JobSummary/h3pWeareseekingahighlyskilledClientServiceSpecialisttojoinourteamatParkStateBank.Asakeymemberofourcustomerserviceteam,youwillberesponsibleforprovidingexceptionalservicetoourclients,helpingthemwithvariousbankingneeds,andpromotingourproductsandservices./ppbKeyResponsibilities:/b/pollibClientService:/bProvidepersonalizedservicetoeveryclient,ensuringtheirbankingneedsaremetwithcareandattention.Anticipateandproactivelyaddressclientneedsbyofferingtailoredsolutionsandrecommendations./lilibClientConsultation:/bEngagewithclientstounderstandtheirfinancialneedsandgoals,providingpersonalizedsolutionsandrecommendations./lilibAccountServices:/bAssistclientswithaccountopenings,closures,updates,andgeneralinquiries,ensuringaccuracyandcompliancewithbankpolicies./lilibProductKnowledge:/bMaintainadeepunderstandingofthebank'sproductsandservicestoeducatecustomersandrecommendappropriatesolutionsforeachclient'sneeds./lilibTransactionProcessing:/bHandleclienttransactions,includingdeposits,withdrawals,andfundtransfers,accuratelyandefficiently./lilibFinancialGuidance:/bOfferbasicfinancialadvice,suchasbudgetingtipsandsavingsstrategies,tohelpclientsachievetheirfinancialobjectives./lilibCross-selling:/bIdentifyopportunitiestopromoteandcross-sellbankproductsandservicestomeetclientneeds./lilibCompliance:/bEnsurestrictadherencetoallbankingregulations,policies,andproceduresineveryclientinteraction./lilibClientRelationshipManagement:/bBuildandmaintainstrongclientrelationships,addressinginquiriesandconcernswithprofessionalismandcare./lilibAdaptabilityandFlexibility:/bAdapttochangingprioritiesandworkeffectivelyinafast-pacedretailenvironment./li/olpbSecondaryResponsibilitiesandAccountabilities:/b/pulliOtherdutiesasmaybeassigned./li/ulpbPerformanceMeasures:/b/pulliBalancesefficientlyandaccurately/liliMaintainsconfidentialityofclientaccountinformation/liliFollowsestablishedpoliciesandproceduresinrespondingtoinquiriesandrequests/liliWillinglyparticipatesinbanktraining/liliIncompliancewithallregulationsrelatedtojobduties/liliEffectivenessofcommunicationsanddevelopmentofgoodworkingrelationshipswithco-workersandclients/li/ulpbWorkingConditions:/b/ppWillneedtobeabletohandlestressfulsituationsandfunctioninaveryfast-pacedenvironmentwhileremainingcalmandprecise.Musthaveexcellentinterpersonalandorganizationalskillsandenjoyworkingwiththepublic.Willneedtocommunicateinaclear,concise,andpleasantmanner.Willingnesstotraveltootherbranchesisessential./ppMay,onoccasion,havetoworklongerhoursthanscheduled./ppMustbeabletomeetdeadlines,multi-taskandadjustprioritiesasnecessary.Mustpossessstrongorganizational,analytical,communication,andinterpersonalskills,includingtheabilitytoworkwithalllevelsofmanagementandtheBank'svendors.Mustbeaself-starterwhochallengesexistingprocessesandcanidentifyandimplementefficienciesandcost-savingsolutions.Willhaveaccesstoandknowledgeofallemployees'accounts,customerinformation,andthebank'sfinances,sotheabilitytokeepinformationconfidentialisextremelyimportant./ppTheemployeewillbeworkinginanindoorofficesettinginalightworksituation(exertingupto20lbs.offorcefrequently,and/oranegligibleamountofforceconstantlytomoveobjects).Mustbeabletoremaininastationaryposition50%ofthetimeandbeabletooccasionallymoveaboutinsidetheofficetoaccessfilecabinets,officemachinery,etc.Constantlyoperatesacomputerandotherofficeproductivityequipment.Employeefrequentlycommunicateswithemployees,customersandvendors.Willberequiredtotraveltobrancheswithinregiononaweeklybasis,somusthaveavaliddriver'slicenseandreliabletransportation.MustbeabletoexchangeaccurateinformationbothorallyandwritteninEnglish.Employeewillberequiredtotraveltobrancheslocatedwithintheregion./ppDespiteongoingsecuritytraining,thereisalwaysthepossibilityofabankrobbery./ppbGeneralNotice:/b/ppThisdescriptionisnotdesignedtocoverorcontainacomprehensivelistofactivities,dutiesorresponsibilitiesthatarerequiredoftheemployee.Otherdutiesmaybeassignedasnecessary./ppbRoleQualifications:/b/pulliEducationorcertificationsrelatedtocustomerserviceorretailmanagementisaplus.Previousexperienceinacustomerserviceorretailbankingroleispreferred./liliStronginterpersonalandcommunicationskills,bothverbalandwritten./liliProficiencyinusingretailsoftwaresystems,point-of-sale(POS)terminals,andotherrelevanttechnologyplatformscommonlyusedinretailenvironments./liliKnowledgeofbankingproducts,services,andregulatorycompliance./liliAbilitytoworkeffectivelyinateamandindependently./liliEfficientlyabletomulti-taskalongwithexcellentproblem-solvingskillsandattentiontodetail/liliMaintainutmostconfidentialityofClientsinformationatalltimes./li/ulpbOtherSkillsandAbilities:/b/pulliStrongcommunicationskillsalongwiththeabilitytoeffectivelycommunicatewithothers/liliClientservicefocused/liliResourceful,wellorganizedandabilitytomultitaskinafacepacedenvironment./liliEffectivedecision-makingskills/liliStrongattentiontodetail/li/ulpbRequirements:/b/pulliHighschooldiplomaorequivalent/lili1-2yearsworkinginacustomer-facingcapacity,specificallyinbanking(preferred),retail,orhospitality/li/ul



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