Client Relationship Specialist

2 weeks ago

Providence, Rhode Island, United States Provident Bank Full time

POSITION SUMMARY:

As a Client Relationship Specialist at Provident Bank, your primary responsibility is to cultivate and maintain relationships with clients and potential clients. This role involves understanding, identifying, and addressing their financial requirements while ensuring a positive experience during every interaction at the branch.

The Client Relationship Specialist position is multifaceted, encompassing both transactional and sales-oriented tasks. Daily responsibilities may shift based on the branch's needs. Key duties include responding to client inquiries by processing various financial transactions, such as account openings, cross-selling services, conducting tele-consultations, and managing a personal portfolio of clients. You will also assist with account servicing, check cashing, withdrawals, deposits, loan payments, and conducting needs assessments for clients. Additionally, you may investigate and resolve account-related issues and promote organizational products and services by referring clients to other departments as necessary.

This role is accountable for achieving sales targets, which encompass deposit, loan, and revenue goals, while generating sales leads and referrals. You will also assist the Assistant Branch Manager with daily operational tasks, end-of-day functions, and reporting in accordance with branch policies and procedures.

KEY RESPONSIBILITIES:

Sales Responsibilities:

  • Achieve sales referrals and cross-selling objectives by understanding the features and benefits of all products and services to meet client needs.
  • Promote bank offerings and address client inquiries regarding accounts or other banking services.
  • Actively refer clients for commercial products or services to the branch manager or relevant business partners.
  • Surpass client expectations through proactive engagement and dedication to fostering strong client relationships.
  • Support the Bank's Corporate Sales Program by conducting consultative needs assessments, developing new client relationships, and expanding existing ones.

Service Responsibilities:

  • Identify opportunities with clients and potential clients through effective lobby management.
  • Assist clients with digital banking technologies and provide referrals to other business lines.
  • Maintain cost efficiency to achieve branch goals while ensuring high-quality customer service and adherence to sales and brand standards.
  • Execute expectations for delivering a positive customer service experience.

Operational Responsibilities:

  • Ensure operational integrity and financial soundness in compliance with the Bank's policies and applicable regulations.
  • Utilize lobby management to control and mitigate risks effectively.
  • Verify client identity according to established guidelines and adhere to all compliance procedures.
  • Assist branch management with operational tasks as required.
  • Process transactions, including check cashing, withdrawals, deposits, and loan payments.
  • Prepare and complete necessary reports for transactions as required.
  • Support training for other branch employees.
  • Provide assistance to the contact center during peak call volumes.
  • Address client inquiries via telephone.
  • Facilitate access to safe deposit boxes.

MINIMUM QUALIFICATIONS:

  • High school diploma or GED.
  • At least 6 months of sales and service experience in a customer-facing retail environment.
  • Strong interpersonal skills, including effective listening and communication abilities.
  • Flexibility to work a schedule that meets business needs.
  • Professional demeanor with clients and colleagues.
  • Proficient mathematical and analytical skills.
  • Understanding of safety and security practices.
  • Proven relationship-building skills.
  • Ability to establish strong connections with clients through consultative conversations.
  • Excellent customer service and advocacy skills.
  • Strong organizational and time management abilities.
  • Proficient in various computer programs, including Microsoft Office.
  • Required to register as a mortgage loan originator with the NMLS prior to processing mortgage loan applications.

PREFERRED QUALIFICATIONS:

  • Previous experience in retail banking.
  • Life and Health Licenses to support investment programs.

WORKING CONDITIONS:

Work is primarily conducted in a retail banking environment. Flexibility to work overtime and travel to different locations may be required.

  • Ability to lift between 5 to 25 lbs. (Coins).
  • Prolonged periods of sitting or standing.
  • Occasional bending or stooping may be necessary.

The work environment is typical of an office setting, with moderate noise levels. Travel to client locations may also be involved.

This job description is not exhaustive. Employees may be required to perform additional duties as assigned by management. Job descriptions and responsibilities may be modified as deemed necessary by management.

Provident Bank values diversity and is committed to creating a culturally inclusive workforce. We appreciate the unique perspectives that a diverse team can bring to our organization. We prioritize our employees and customers in our strategic initiatives, recognizing that culture is a key differentiator in attracting talent.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation, or any other status protected by applicable law.

  • Client Relationship Specialist

    2 weeks ago

    Providence, Rhode Island, United States Graybar Full time

    Are you prepared to take the next step in your career? As a Client Relationship Specialist at Graybar, you will cultivate connections with potential clients while nurturing existing partnerships, all while promoting our range of products and services. Our specialists engage with a diverse clientele, gain insights into innovative technologies, and advance...

  • Client Relationship Specialist

    2 weeks ago

    Providence, Rhode Island, United States Graybar Full time

    Are you prepared to take the next step in your career? As a Client Relationship Specialist at Graybar, you will cultivate connections with new clients while nurturing existing partnerships, all while promoting our innovative products and services. Our specialists engage with a diverse clientele, gain insights into cutting-edge technology, and advance their...

  • Client Relationship Specialist

    2 weeks ago

    Providence, Rhode Island, United States Provident Bank Full time

    ABOUT PROVIDENT BANK: Provident Bank is a prominent financial institution in New Jersey, deeply embedded in the community. As a multi-billion-dollar bank, we are dedicated to fostering a positive environment for our employees and customers alike. Our commitment to service excellence is reflected in our growth and the trust we have built over the years. ...

  • Client Relationship Specialist

    1 week ago

    Providence, Rhode Island, United States Provident Bank Full time

    Company Overview: Provident Bank is a well-established financial institution in New Jersey, known for its strong community ties and commitment to customer satisfaction. As a multi-billion-dollar bank, we pride ourselves on our growth and the value we place on our employees and the communities we serve. POSITION SUMMARY: The role of a Personal Banker...

  • Client Support Specialist

    2 weeks ago

    Providence, Rhode Island, United States RI Temps, Inc. Full time

    Client Support Specialist at RI Temps, Inc.Industry: Staffing ServicesPosition Overview: We are seeking a dedicated Client Support Specialist to enhance our customer service operations. The successful candidate will possess experience with Salesforce and have a background in customer service spanning 1-3 years. Key responsibilities will include managing...

  • Client Implementation Specialist

    2 weeks ago

    Providence, Rhode Island, United States Beacon Hill Full time

    Position Overview:As a Client Implementation Specialist at Beacon Hill, you will play a pivotal role in overseeing the comprehensive setup and training of cash management products and services for both new and existing clients within our Treasury Solutions division.Key Responsibilities:- Serve as the primary liaison for clients, crafting tailored...

  • Client Relationship Executive

    1 week ago

    Providence, Rhode Island, United States MOO Full time

    Position OverviewKey Responsibilities:Act as the primary liaison for business clients, introducing them to our innovative services and product offerings.Employ persuasive communication and resilience to identify client requirements and deliver tailored proposals that add value.Assess potential opportunities and provide informed recommendations based on...

  • Travel Nurse RN

    1 day ago

    Providence, Rhode Island, United States HealthEcareers - Client Full time

    Job DetailsJob Title: Travel Nurse RN - Med Surg SpecialistJob Type: Travel NursingLocation: Providence, RIJob Description:About the JobWe are seeking a skilled Travel Nurse RN - Med Surg Specialist to join our team at HealthEcareers - Client. As a Travel Nurse RN, you will have the opportunity to work in a dynamic and fast-paced environment, providing...

  • Client Support Specialist

    2 weeks ago

    Providence, Rhode Island, United States Kea Global Inc Full time

    Position OverviewCompensation: $30 per hourBecome a vital part of our team at Kea Global Inc as a Client Support Specialist. In this role, you will be instrumental in delivering outstanding service to our clients. This position offers a flexible work environment, combining both in-office and remote interactions, enabling you to engage with clients in various...

  • Client Transportation Specialist

    1 week ago

    Providence, Rhode Island, United States Moshlaw Investment LLc Full time

    Job OverviewThe Client Transportation Specialist will be tasked with providing safe and reliable transportation services for clients attending Adult Daycare facilities. This role requires a commitment to maintaining high standards of safety and professionalism.Key Responsibilities:Transport clients to and from designated locations within Rhode Island and...

  • Relationship Manager

    4 days ago

    Providence, Rhode Island, United States Fiserv Full time

    About the RoleFiserv is seeking a highly skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for managing and growing our relationships with senior-level decision makers and influencers at assigned clients.Key ResponsibilitiesServe as the primary point of contact and information resource to clients,...

  • Commercial Client Support Specialist

    1 week ago

    Providence, Rhode Island, United States Wales-Darby, Inc. Full time

    Job OverviewWales-Darby, Inc. stands as a prominent Manufacturer's Representative within the HVAC and Plumbing sector, dedicated to delivering exceptional service and support. Our enduring success is attributed to our unwavering commitment to quality in both the manufacturers we represent and the skilled professionals we employ.Position SummaryWe are on the...

  • Client Relations Specialist

    2 weeks ago

    Providence, Rhode Island, United States Greenlining Management Full time

    About Us: Greenlining Management is a distinguished consulting firm specializing in sales and marketing within the telecommunications sector. Our mission is to empower prominent brands by optimizing their profitability and enhancing their market presence through innovative revenue-generating strategies.Position Overview: We are in search of a motivated...

  • Junior Client Relations Specialist

    2 weeks ago

    Providence, Rhode Island, United States HIRING ASAP Full time

    Position Overview:We are seeking a dedicated Customer Account Manager to contribute significantly to the formulation and execution of strategic sales and marketing initiatives for our essential accounts. In this role, you will be instrumental in fostering and nurturing robust relationships with key clients, ensuring that sales and profit objectives are...

  • Client Care Coordination Specialist

    2 weeks ago

    East Providence, Rhode Island, United States Community Care Alliance Full time

    Position OverviewClient Care Coordination Specialist (Full Time)3-4 Day Work Week**FULL-TIME** COMPREHENSIVE BENEFIT PACKAGECommunity Care Alliance is seeking dedicated individuals who are passionate about making a meaningful difference in the lives of individuals within the Rhode Island community. As a 24/7 triage facility, we provide critical assessment...

  • Client Care Coordination Specialist

    1 week ago

    East Providence, Rhode Island, United States Community Care Alliance Full time

    Position OverviewClient Care Coordination Specialist (Full Time)3-4 Day Work Week**FULL-TIME** COMPREHENSIVE BENEFIT PACKAGECommunity Care Alliance is seeking dedicated individuals who are eager to contribute positively to the Rhode Island community. Our organization operates a 24/7 triage facility that provides essential assessment and referral services for...

  • Client Engagement Specialist

    2 weeks ago

    Providence, Rhode Island, United States Greenliningmanagement Full time

    About Us:At Greenliningmanagement, we pride ourselves on being leaders in the marketing and customer service sectors. Our organization is experiencing significant growth, and we are seeking a motivated and entrepreneurial-minded entry-level Customer Experience Representative to assist with daily customer service and marketing functions.Your Role:As a vital...

  • Travel Nurse RN Specialist

    4 days ago

    Providence, Rhode Island, United States HealthEcareers - Client Full time

    About the JobWe are seeking a skilled Travel Nurse RN to join our team at HealthEcareers - Client. As a Cardiac Cath Lab Nurse, you will play a critical role in assisting doctors with procedures and providing top-notch patient care.Key ResponsibilitiesAssist doctors with cardiac catheterization proceduresProvide exceptional patient care and supportWork in a...

  • Sales Specialist

    3 days ago

    Providence, Rhode Island, United States Crimson Technologies Full time

    Job Title: Sales Specialist (m/f/d) Air Freight, Sea Freight, Land TransportAbout Us: Crimson Technologies is a global technology company that provides innovative solutions for the logistics industry. We are committed to delivering exceptional customer service and building long-term relationships with our clients.Job Summary: We are seeking a highly...

  • Commercial Banking Relationship Manager

    7 days ago

    Providence, Rhode Island, United States Customers Bank Full time

    About the RoleWe are seeking a highly skilled and experienced VP, Business Development Manager to join our team at Customers Bank. As a key member of our Banking Group, you will be responsible for supporting the daily management of our clients and overseeing a portfolio of middle market, real estate, commercial, and high net worth clients.Key...