Client Service Liaison
7 days ago
About Park State Bank
Park State Bank is a dynamic and customer-focused financial institution committed to providing exceptional service and personalized banking solutions.
Job Summary:
We are seeking a highly motivated and experienced Customer Experience Specialist to join our team. As a key member of our retail banking department, you will be responsible for delivering outstanding customer service, resolving client inquiries, and promoting our products and services.
Key Responsibilities:
- Customer Service: Provide exceptional service to every client, ensuring their banking needs are met with care and attention. Anticipate and proactively address client needs by offering tailored solutions and recommendations.
- Account Services: Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies.
- Product Knowledge: Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions for each Client's needs individually.
- Transaction Processing: Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently.
- Financial Guidance: Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives.
- Cross-selling: Identify opportunities to promote and cross-sell bank products and services to meet client's needs.
- Compliance: Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction.
- Client Relationship Management: Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care.
About You:
To be successful in this role, you will need:
- A high school diploma or equivalent
- 1-2 years working in a customer-facing capacity, specifically in banking (preferred), retail, or hospitality
- Strong interpersonal and communication skills, both verbal and written
- Proficiency in using retail software systems, point-of-sale (POS) terminals, and other relevant technology platforms commonly used in retail environments
- Knowledge of banking products, services, and regulatory compliance
- Ability to work effectively in a team and independently
- Efficiently able to multi-task along with excellent problem-solving skills and attention to detail
What We Offer:
We offer a competitive salary range of $40,000 - $60,000 per year, depending on experience, plus benefits including health insurance, retirement plan, and paid time off.
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