Relationship Banking Support Specialist

5 days ago


Fairmont, Minnesota, United States Profinium Inc Full time
Job Description:

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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