Relationship Banking Support Specialist
5 days ago
We are seeking a highly skilled Relationship Banking Support Specialist to join our team at Profinium Inc. As a key member of our banking operations, you will play a crucial role in enhancing customer relationships and improving customer service.
The ideal candidate will possess excellent communication skills, attention to detail, and the ability to work effectively in a fast-paced environment. A high school diploma or equivalent is required, and 1-2 years of administrative support experience or 3+ years of customer service experience is preferred.
Key Responsibilities:
- Greet walk-in customers in a friendly and professional manner, directing them to the proper personnel.
- Assist customers with account information and general questions.
- Answer incoming calls, directing them to the proper department or person.
- Perform non-cash functions for customers, including deposits and transfers.
- Provide general debit card support, including identifying fraud, adjusting debit card limits, and adding travel alerts.
- Assist with balancing various spreadsheets and General Ledgers for the department as needed.
- Oversee client access to and the security of the safety deposit box vault.
- Monitor the Client Relationship Management (CRM) System and assist with escalations.
- Assist clients with online account opening and online loan applications as needed.
- Recognize any suspicious behavior and have the ability to make decisions when to consult management on any transactions.
Working Conditions:
This position requires regular movement around the office to access file cabinets, office machinery, attend meetings, etc. The ability to operate a computer, carry, handle, and feel objects; reach with hands and arms; communicate effectively and efficiently in person and over the phone is also required. Occasional lifting and/or moving up to 25 pounds or more with assistance may be necessary.
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Client Relationship Manager
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Senior Banking Relationship Manager
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Fairmont, Minnesota, United States Profinium Inc Full timeJob OverviewWe are seeking an experienced Senior Banking Relationship Manager to join our team at Profinium Inc. This is a full-time opportunity that offers a competitive salary and benefits package.
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Bilingual Relationship Banking Professional
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Customer Relationship Support Professional
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Bilingual Relationship Banking Professional
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Fairmont, Minnesota, United States Profinium Inc Full timeJob OverviewThis role is a critical component of Profinium Inc's customer service team. As a bilingual relationship banker, you will be responsible for providing exceptional customer experiences and helping clients achieve their financial goals.
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