Client Relations Specialist

2 months ago

Arlington, Virginia, United States EagleBank Full time
Overview

At EagleBank, we prioritize Relationships FIRST. As a publicly traded company (NASDAQ - EGBN), our focus is on being Flexible, Involved, Responsive, Strong, and Trusted. We are dedicated to fostering meaningful connections with our clients, employees, and stakeholders, ensuring we deliver exceptional and valuable service.

Our commitment to inclusion, equity, and respect is unwavering. We celebrate diversity and actively seek opportunities to learn from each other's experiences. We recognize that our employees are vital to building relationships, and we invest in their growth and well-being. We promote employee engagement through resource groups, mentorship initiatives, community service, and scholarship opportunities for further education. Our employee benefits include maternity and parental leave, wellness discounts, healthcare premium sharing, employer contributions to HSA accounts, and a 100% 401(k) match up to 4%, reflecting our dedication to supporting our internal relationships.

This role requires face-to-face interaction and is strictly on-site.

Responsibilities

The Customer Service Representative is responsible for establishing, maintaining, and enhancing relationships with both new and existing clients. This role involves delivering high-quality service to internal and external clients through effective and professional communication, both written and verbal. The representative will process teller transactions accurately and efficiently while balancing cash. Basic service issues will be resolved by leveraging a solid understanding of fundamental banking products and services, with more complex inquiries directed to the appropriate colleagues or departments. A strong knowledge of platform and teller systems is essential.

Proactively and reactively, the representative will reach out to clients to identify additional banking needs, thereby strengthening client relationships and achieving cross-sell objectives. This position serves as the primary contact for client problem resolution. Compliance with policies, procedures, rules, and regulations is mandatory, along with completing necessary training requirements.

The Community Banking division encompasses our branch network and Customer Care Center. While we are recognized for our commercial lending, our Community Banking team focuses on building relationships that support the business and personal finances of local business owners. We offer comprehensive banking services for our commercial clients, including new account setup and maintenance, cash management solutions, and both in-person and automated transaction services.

The projected annual salary range for this position is $20.04 to $28.26.

Qualifications

REQUIREMENTS:

  • High School Diploma or equivalent.
  • 1 year of cash handling experience.
  • 2 years of experience in Platform/Opening/Servicing/Closing Accounts or equivalent internal banking experience.
  • Proficient knowledge of Platform and Teller systems.
  • Professional demeanor with internal and external clients.
  • Understanding of deposit products and services.
  • Familiarity with banking regulations, policies, and procedures.
  • Basic proficiency in MS Office applications.

We encourage candidates who may not meet all the requirements to apply if they believe they are a good fit for our community. Your resume will remain on file for consideration for future openings, and you can update it as needed.

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