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Client Relationship Specialist
2 months ago
Overview:
CBI Bank & Trust is seeking a dedicated Client Relationship Specialist to enhance our team. In this position, you will be tasked with promoting banking services, delivering outstanding customer support, and engaging in cross-functional training as a consumer lender. Your contributions will be vital in securing transactions from both prospective and current clients, while also acting as a resource for savings bond inquiries and IRA management.
Key Responsibilities:
- Exhibit self-driven motivation to achieve sales targets and participate in proactive client outreach
- Establish and nurture robust client relationships
- Demonstrate exceptional verbal communication abilities and meticulous attention to detail
Requirements:
- Availability for a flexible work schedule
- Willingness to attend meetings outside standard business hours
- Proven track record of compliance with banking regulations and protocols
- Successful completion of necessary licensing for credit life and disability
- High school diploma with at least one year of college education and two years of banking experience preferred