Client Relationship Specialist
1 week ago
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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