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Customer Service Representative

1 week ago

Virginia, Minnesota, United States Park State Bank Full time

Job Overview

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  • Park State Bank is seeking a highly skilled and customer-focused individual to fill the role of Client Service Specialist.
  • The ideal candidate will possess excellent communication skills, a strong understanding of banking products, and a commitment to delivering exceptional customer service.

Key Responsibilities:

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  1. Provide high-touch client service, ensuring every customer's banking needs are met with care and attention.
  2. Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations.
  3. Demonstrate a genuine passion for delivering outstanding customer service and a commitment to ensuring client satisfaction in every interaction.
  4. Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies.
  5. Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions for each client's needs individually.
  6. Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently.
  7. Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives.
  8. Identify opportunities to promote and cross-sell bank products and services to meet client needs.
  9. Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction.
  10. Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care.
  11. Adapt to changing priorities and work effectively in a fast-paced retail environment.
  12. Maintain accurate records of client interactions, transactions, and account updates.
  13. Uphold a high standard of service quality, contributing to the overall success of the bank's client service initiatives.

Secondary Responsibilities and Accountabilities:

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  • Perform other duties as may be assigned by management.