Client Relationship Coordinator I

2 weeks ago


Carlsbad, New Mexico, United States CNB Bank Full time
Account Management Specialist I

Department: Account Management

Reports To: VP/Operations

Overview: Provide essential support to clients by addressing inquiries through phone communication, managing cycle statements and notifications, handling daily correspondence, and ensuring proper documentation for customer deposit accounts.

Key Responsibilities:

  • Manage and redirect incoming customer calls through the switchboard system.
  • Confirm customer authorization before disclosing information.
  • Possess a comprehensive understanding of core system inquiry functionalities.
  • Respond to customer questions regarding fundamental account details such as balances, transaction history, account transfer requests, returned items, overdraft/NSF occurrences, and applicable fees.
  • Prepare and dispatch statements, notifications, and other routine documents.
  • Efficiently operate all mailroom equipment independently.
  • Maintain accurate records of customer deposit account documents, including creating files for new account signature cards, reconciling closed account documents with the closed account register, recording legal documents in control reports, and scanning and filing account change documentation.
  • Assist with file retention tasks, including processing expense check invoices, stop payment requests, general file maintenance forms, Debit/ATM authorization forms, and other internal paperwork.
  • Promote and support additional banking products or services as needed.

Qualifications:

  • High School diploma or GED equivalent.
  • Excellent Customer Service Skills
  • Strong attention to detail, accuracy, and commitment to follow-through.
  • Proficient computer skills.
  • Ability to manage multiple tasks and prioritize effectively.
  • Bilingual capabilities are advantageous but not mandatory.


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