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Customer Relationship Specialist

2 months ago


Carbondale, Colorado, United States ANB Bank Full time


About ANB Bank
ANB Bank is a community-focused financial institution with over $3 billion in assets, ranking among the top 8% of banks in the nation. Our commitment to excellence is reflected in our dedication to supporting our communities through investment, sponsorship, and philanthropy.

Position Overview
We are seeking individuals who excel in customer service and foster meaningful relationships within our communities. ANB Bank values team members who contribute to our culture and success, offering competitive compensation and a comprehensive benefits package for this role.

Compensation
  • Hourly Pay Range: $23.00 per hour
  • Potential for an additional $1.00 per hour for those approved for the Spanish Communication Assistant Program.
Health & Wellness Benefits (Subject to Eligibility)
  • Minimum of 4 Weeks Paid Time Off (PTO)
  • 11 Paid Holidays
  • Medical, Dental, and Vision Insurance
  • Health Savings Account (HSA), Flexible Spending Account (FSA), and dependent care spending accounts
  • Company-provided Life, AD&D, and Disability Insurance with options for supplementation
  • 401(k) plan with discretionary company match and profit sharing
  • Discretionary annual bonuses and employee referral incentives
  • Employee Assistance Program (EAP)
  • Tuition Reimbursement Program
  • Incentives for the Spanish Communication Assistant Program
Key Responsibilities
  • Deliver exceptional customer service aligned with the mission and values of Sturm Financial Group.
  • Manage account openings, cash transactions, and the sale of bank products and services while resolving complex customer inquiries.
  • Accountable for sales and service activities at assigned branch locations.
  • Proactively seek new customers through marketing and outreach efforts.
  • Refer customers to appropriate departments within the organization as needed.
Essential Duties
  • Process transactions accurately and maintain comprehensive records.
  • Cash checks within established limits and guidelines.
  • Conduct daily cash settlements and proof transactions.
  • Open various types of accounts, including checking, savings, and certificates of deposit.
  • Utilize effective selling techniques to promote products and services.
  • Identify customer financial needs through direct engagement and marketing efforts.
  • Provide knowledgeable assistance regarding products and services, referring customers as necessary.
  • Profile customers to understand their financial needs and recommend suitable products.
  • Identify opportunities for cross-selling and referrals to enhance customer relationships.
  • Respond to customer needs and establish effective working relationships.
  • Deliver service quality in accordance with departmental standards.
  • Ensure compliance with Bank Secrecy Act (BSA) requirements and banking regulations.
  • Other duties may be assigned as necessary.
Qualifications
  • 6+ months of experience in banking, specifically in teller or personal banker roles, or one year of cash handling or customer service experience.
  • Ability to perform essential duties satisfactorily with reasonable accommodations available for individuals with disabilities.
Work Schedule
Monday - Friday, 8:15 AM - 5:30 PM

Equal Opportunity Commitment
ANB Bank is an Equal Opportunity Employer, dedicated to improving recruitment, employment, development, and promotional opportunities for all employees. Our selection process is based on job-related factors, ensuring fairness and equality in employment practices.