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Client Relationship Specialist
2 months ago
Newburyport Five Cents Savings Bank is a leading community financial institution in the Greater Seacoast area, dedicated to enhancing our team. We are looking for individuals who value respect, fairness, and a strong commitment to professional development for both employees and customers.
The Client Relationship Specialist plays a crucial role in delivering exceptional customer service, managing client relationships, and achieving set objectives. This position involves leveraging Newburyport Five Cents Savings Bank's Service Excellence Standards and extensive product knowledge to cultivate strong customer connections through the following responsibilities:
Operational Excellence
- Possesses comprehensive knowledge of all products, services, procedures, policies, and relevant regulatory compliance issues related to daily operations.
- Enhances relationships with both new and existing clients by identifying their financial needs and making appropriate referrals to colleagues and departments to ensure comprehensive service.
- Consistently meets performance targets while actively promoting products and services to enhance customer awareness and add value.
- Engages in all bank-wide incentive programs and business development initiatives.
- Provides customer service by processing a variety of transactions accurately, including cashing checks, processing loan payments, and maintaining logs for deposits.
- Issues official checks and money orders, processes coin transactions, and orders customer checks in accordance with bank policies, ensuring appropriate fees are applied.
- Verifies all transactions, places holds when necessary, and balances the cash drawer at the end of each shift to ensure compliance.
- Opens new consumer and business accounts, as well as Certificates of Deposit, ensuring all necessary paperwork is completed and entered into the system.
- Assists with ATM-related inquiries and daily balancing procedures.
- Aids in the verification of incoming and outgoing cash shipments.
- Ensures security by managing the opening and closing of the bank and vault, maintaining the overall safety of the bank premises.
- Upholds customer confidentiality and the retention of bank documents in line with established policies.
Customer Commitment
- Delivers superior and professional customer service consistently.
- Participates in community engagement activities to enhance and promote the bank's image.
Qualifications and Experience
- High school diploma or equivalent, with a minimum of 3 years of experience in retail or customer service, preferably in a banking or customer service environment.
- Proficient in Microsoft Office applications, including Outlook, Word, and Excel, and comfortable using internet-based applications.
- Basic mathematical skills and aptitude for cash handling.
- Strong customer service skills with effective verbal and written communication abilities. Attention to detail and organizational skills are essential.
- Ability to work collaboratively as part of a team.
- Willingness to work evenings and weekends as needed.
Physical Requirements
- Ability to sit for extended periods while working on a computer.
- Must be able to lift up to 15 pounds occasionally.
Newburyport Five Cents Savings Bank is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, or military service.
