Client Relationship Specialist

2 weeks ago


Wheaton, Illinois, United States TRUSTBANK Full time

Position Overview

As a Personal Banker, you will be integral in fostering personalized relationships with our clients. At TrustBank, we pride ourselves on our commitment to Wealth Management and Commercial Banking, ensuring our clients receive tailored financial solutions.

Key Responsibilities

  • Customer Engagement: Establish and nurture strong relationships with clients, ensuring their banking needs are met with professionalism and care.
  • Account Management: Facilitate the opening of new personal and business accounts, while also managing existing accounts and resolving any related issues.
  • Cross-Selling Services: Identify opportunities to promote additional banking and wealth management products that align with client needs.
  • Community Representation: Actively participate in community events to enhance TrustBank's visibility and foster new client relationships.
  • Operational Support: Collaborate with team members to ensure efficient banking operations, including occasional teller duties and administrative tasks.

Work Environment

This is a full-time role requiring 40 hours per week, primarily during standard banking hours. The work environment is typically moderate in noise level, and the role may require standing, walking, and other physical activities.

Benefits Offered

  • Competitive salary with performance-based incentives.
  • Comprehensive benefits package including health, dental, and vision insurance.
  • Paid time off including vacation and holidays.
  • Retirement plan with employer contributions.
  • Tuition assistance for continued education.

Diversity and Inclusion

TrustBank values diversity and is committed to creating an inclusive environment for all employees. We are an equal opportunity employer and welcome applicants from all backgrounds.

Qualifications

Candidates should possess a high school diploma, with a preference for those holding an associate degree or higher in business or finance. A minimum of two years of experience in retail banking is required, along with strong customer service and sales skills.

Technical Proficiency

Proficiency in computer applications for data entry and basic office tasks is essential. Familiarity with banking software and financial products will be advantageous.



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