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Client Relations Specialist

2 months ago

Watertown, South Dakota, United States Dacotah Banks Full time

Customer Service Representative

Job Title: Customer Service Representative

Company: Dacotah Bank

Overview

Position Summary

As a Customer Service Representative (CSR) at Dacotah Bank, you will operate under the direction of the Market Retail Leader. This role requires you to be an informed advisor, embodying the mission of Dacotah Bank. Your primary duties will involve building and maintaining relationships with clients to align with the bank's goals. A thorough understanding of Dacotah Bank's offerings is essential for enhancing Wallet Share by fulfilling customer requirements. In addition, you will be responsible for managing teller drawer operations, ensuring compliance with regulations, and recognizing and mitigating fraudulent activities. Engaging in cross-selling of banking products, referring clients to Insurance and Trust services, and nurturing positive client interactions are vital components of this position. Furthermore, you will have the chance to engage in various community initiatives organized by Dacotah Bank throughout the year.

Key Responsibilities

  • Oversee retail transactions
  • Facilitate deposit products and services
  • Provide access to supplementary products and services
  • Implement follow-up procedures with clients
  • Engage in customer relation assessments with your supervisor

Required Skills

Essential

  • Team-oriented: Advanced
  • Collaborative: Advanced
  • Interpersonal Skills: Advanced
  • Organizational Skills: Advanced
  • Self-sufficient: Advanced
  • Customer Service: Advanced
  • Effective Communication: Advanced
  • Business Etiquette: Intermediate
  • Social Skills: Advanced
  • Committed: Devoted to a task or purpose with integrity

Educational Background

Required

High School Diploma or equivalent

Preferred

Associate degree or higher in Business or a related discipline

Experience

Preferred

  • 1-2 years in retail banking
  • 3-4 years in bank retail lending

Dacotah Bank is an Equal Opportunity Employer, supporting Protected Veterans and Individuals with Disabilities. Become a vital part of our dedicated team at Dacotah Bank.