Client Relationship Specialist

2 weeks ago


Orland Park, Illinois, United States Providence Bank & Trust Full time
Job Overview

We are excited to invite a dedicated and collaborative individual to become a part of our Retail Team. If you aspire to build a fulfilling career in banking where you can excel professionally, deliver exceptional customer service, and contribute positively to the community, consider joining Providence Bank & Trust. Our commitment to growth and community enhancement drives us to achieve our objectives while giving back and expressing gratitude. Our employees are the heart of our community.

Location: This position will be based in Orland Park, IL.

WORKING HOURS:

Lobby & Drive-Up

Monday - Friday: 8:30 a.m. - 5:00 p.m.

POSITION SUMMARY:

The Client Relationship Specialist plays a crucial role in strengthening customer connections by delivering outstanding service and addressing all financial needs comprehensively. This role is ideal for individuals who are passionate about exceptional customer service and possess a team-oriented mindset. In this dual capacity, the Client Relationship Specialist will manage a variety of financial transactions and assist with new account setups for both individual and business clients. The specialist will actively seek opportunities that align with the bank's strategic goals by engaging with customers to fulfill their financial requirements and making referrals to relevant business partners.

KEY RESPONSIBILITIES:

  • Facilitate relationship-building initiatives within the branch.
  • Accurately execute various financial transactions and banking operations.
  • Contribute to the overall efficiency of branch operations.

QUALIFICATIONS:

  • Education: High School diploma or equivalent (GED).
  • Experience: Minimum of one (1) year of relevant experience, preferably in banking, sales, or customer service.
  • Technical Skills: Basic proficiency in Microsoft Outlook, Excel, and Word.

PREFERRED QUALIFICATIONS:

  • Experience in the banking sector.
  • Strong customer relationship management skills, including the ability to sell, cross-sell, and refer products.
  • Fundamental understanding of retail products, policies, procedures, documentation, and systems.
  • Excellent verbal and written communication abilities.

We are an Equal Opportunity Employer, including individuals with disabilities and veterans.



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