Client Engagement Specialist

2 weeks ago


Sheboygan Falls, Wisconsin, United States Oostburg State Bank Full time
Position Overview

This role requires a comprehensive understanding of customer transaction needs and the ability to effectively convey all available options. The individual will educate clients about Oostburg State Bank's service offerings and direct them to suitable products and services that align with their requirements. Additionally, they will be tasked with processing teller transactions. Strong skills in relationship management and problem resolution are essential.

Key Responsibilities
  • Assess, listen to, and provide information on banking products and services that can enhance the customer experience.
  • Advise clients on financial solutions that support their immediate and long-term objectives.
  • Address customer inquiries and requests related to their accounts.
  • Promote and cross-sell other bank products and services based on customer needs.
  • Generate new business opportunities and referrals to meet profitability targets.
  • Analyze financial data effectively.
  • Process various daily teller transactions and assist in account openings.
  • Participate in all disaster recovery testing sessions.
Qualifications

Education and Experience
  • High school diploma or equivalent (GED);
  • Preferred two years or more of relevant experience and/or training, or a combination of education and experience.


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