Client Relationship Specialist

1 week ago


Milwaukee, Wisconsin, United States Pyramax Bank Full time
Position Overview

Role: Client Relationship Specialist
Employment Type: Full-Time
Location: Franklin, Wisconsin

As a vital member of our Banking team, you will play a crucial role in enhancing client satisfaction and ensuring the smooth operation of our services.

Key Responsibilities:

  • Oversee daily activities of the Universal Banking staff
  • Assist with intricate transactions, account management, loan processing, and operational challenges
  • Enhance client service quality through effective scheduling, coaching, and performance evaluation
  • Guide staff on proficient product referral strategies
  • Provide support and coaching regarding Bank policies and procedures
  • Lead ongoing training initiatives for staff development
  • Assess and fulfill clients' banking requirements, process account information, and promote Bank products and services
  • Refer clients to additional services such as business loans and investment opportunities
  • Deliver exceptional service while addressing complex client inquiries
  • Build and maintain strong trust-based relationships with clients
  • Support the Branch Executive Officer in various capacities

Desired Attributes:

  • Genuinely customer-oriented with a commitment to providing outstanding service
  • Driven to achieve success
  • Highly motivated and proactive
  • Efficient and diligent in work habits
  • Strong time management skills with problem-solving capabilities

Why Choose PyraMax Bank:

  • A smaller, community-focused Bank that values its Employees, Clients, and the Community
  • A dedicated Training Department committed to your professional growth
  • Internal job postings to promote career advancement opportunities
  • Your career trajectory is in your hands: we support your ambitions and aspirations

Benefits for Full-Time Employees:

  • Generous Paid Time Off (PTO) with opportunities for rollover and payout
  • PTO Purchase Program for additional time off
  • Special Birthday PTO
  • Invest in Yourself PTO for personal development
  • Volunteer PTO to support community engagement
  • 401(k) plan with a competitive employer match
  • Employee Stock Ownership Plan (ESOP)
  • Bank-paid Life and Long-Term Disability Insurance
  • Comprehensive Health, Dental, and Vision Insurance options
  • Flexible Spending Account available
  • Local Employee Assistance Program at no cost
  • Discounted Mortgage Loan rates
  • Complimentary Employee Checking Account
  • Engaging Wellness Program
  • Annual performance reviews with potential salary adjustments

Equal Employment Opportunity for all individuals



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