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Client Banking Specialist
2 months ago
The Personal Banker plays a vital role in delivering exceptional service to clients of the Bank. This role demands a high degree of precision to adhere to regulatory standards and mitigate risks.
Key Responsibilities- Facilitate personal banking transactions for clients, including deposits, withdrawals, and transfers.
- Demonstrate a comprehensive understanding of the Bank's offerings to effectively cross-sell or refer clients as needed.
- Assist clients with various inquiries, which may encompass responding to rate questions, executing telephone transfers, and managing account openings and closures.
- Conduct account maintenance tasks, such as updating addresses, managing debit cards, processing title changes, and fulfilling research requests.
- Address client inquiries or concerns in a courteous and supportive manner; investigate issues and escalate as necessary.
- Ensure timely and accurate delivery of services.
- Perform daily cash drawer balancing.
- Support Relationship Bankers by verifying account information against source documents.
- Digitally archive new account documentation using the imaging system.
- Authenticate, scan, and link new account documents within the imaging system.
- Answer the main phone line as required.
- Achieve or surpass all referral goals and targets across business units.
- Maintain effective communication with management, particularly regarding any challenges in meeting deadlines or providing adequate coverage.
- Engage with both internal and external clients while offering outstanding service.
- Build and sustain trusted, positive relationships with colleagues, clients, and vendors.
- Represent the Bank and the Relationship Banking team with professionalism.
- Complete job tasks efficiently and in a timely manner; prioritize and organize work effectively.
- Uphold confidentiality; comply with CrossFirst Bank policies and procedures; adhere to applicable laws, regulations, and industry best practices.
- Exhibit reliable and consistent on-site attendance.
- Familiarity with personal and private banking deposit products and processes, along with banking regulations.
- Previous experience in a comparable role within retail banking services, ideally in a commercial banking environment.
- Proficiency with banking processing software.
- Demonstrated experience with office automation tools, including phones, computers, and scanners, as well as Microsoft Word, Excel, and Outlook.
- High School diploma or equivalent experience.
CrossFirst Bank is committed to being an Equal Opportunity Employer.
CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank.
