Client Relationship Specialist

1 week ago


La Grange, Texas, United States National Bank and Trust Company Full time

Client Relationship Specialist

The Client Relationship Specialist position focuses on building and nurturing professional connections with clients, overseeing their banking accounts, and effectively showcasing financial services and products tailored to meet client requirements. The successful candidate will demonstrate outstanding customer service and communication abilities, emphasizing precision and adherence to regulations. Prior experience in a similar role and cash management is essential, with a preference for familiarity with banking operations and teller responsibilities. Proficiency in multiple languages is advantageous.

Key Responsibilities:

  • Develop and sustain professional relationships with clients
  • Oversee client banking accounts and manage transactions
  • Promote and sell financial services and products
  • Identify and address discrepancies in a timely manner
  • Comply with regulatory standards
  • Safeguard customer information confidentiality
  • Ensure accurate cash handling and reconciliation
  • Represent the bank with professionalism
  • Execute additional assigned tasks
Required Qualifications:
  • High school diploma or equivalent
  • A minimum of one year of relevant experience in cash handling
  • Familiarity with banking software such as FIS Horizon is a plus
  • Strong customer service and communication skills
  • Ability to operate necessary business equipment
  • Professional demeanor and appearance


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