Client Relationship Specialist I

2 weeks ago

Brooklyn, New York, United States Kearny Bank Full time

Position Overview:

The Client Relationship Specialist I is accountable for delivering outstanding service to both current and prospective clients. This role involves overseeing the complete client journey, efficiently identifying sales prospects, making referrals, and managing service transactions.

Key Responsibilities:

The following outlines the essential functions of this position, although management may assign additional tasks as necessary:

  • Develop and nurture consumer and business account relationships, focusing on fulfilling client requirements for financial solutions.
  • Engage in continuous training and regular sales meetings, demonstrating a willingness to be cross-trained to assist clients in the absence of management.
  • Execute a variety of routine and complex transactions, including account openings and closings, processing deposits, withdrawals, loan payments, and transfers.
  • Support daily branch operations, including reporting, audits, ATMs, coin machines, and the main cash vault. Prepare cash for shipments and order cash/coin as needed.
  • Exhibit knowledge of policies and procedures, applying this understanding in practical situations.
  • Process client transactions in accordance with established policies and procedures.
  • Ensure compliance with regulatory requirements, including Anti-Money Laundering and Bank Secrecy Act regulations.
  • Foster client loyalty through courteous and professional service, adhering to established Sales and Service Standards.
  • Maintain a comprehensive understanding of all bank products and services to effectively promote them to clients.
  • Identify client needs and make suitable referrals to product and service offerings, ensuring a seamless transition to platform personnel.
  • In performing duties, maintain compliance with Bank Secrecy Act regulations and all other relevant policies.
  • Perform additional duties as assigned.
Qualifications:
  • High school diploma or equivalent, with a minimum of one year of cash handling experience.
  • Prior client service experience or a strong desire to work in the service sector.
  • Ability to develop a thorough understanding of the teller system, including proficiency with a PC and calculator.
  • Flexibility and willingness to occasionally travel to other locations; availability to work Saturdays.
  • Capability to meet and exceed client experience expectations and identify client/project needs.
  • Strong team-oriented mindset.
  • Integrity, adaptability, work commitment, and the ability to maintain a positive performance in all situations.
  • Proficient in Microsoft Excel, Word, Access, and Outlook.
  • Effective and tactful interaction with all levels of the organization.
  • Clear reading, writing, and speaking abilities.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this role. Regular attendance and punctuality are critical. Reasonable accommodations may be made for individuals with disabilities.

While performing the duties of this position, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, and communicate verbally. The employee frequently stands and walks, and must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus.

Supervisory Responsibility:

This position does not have supervisory responsibilities.

Compensation: $21-25/hr.

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