Client Service Representative

7 days ago

Virginia, Minnesota, United States Park State Bank Full time
Job Title: Client Service Specialist

Park State Bank is seeking a highly skilled and customer-focused Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for providing exceptional service to our clients, ensuring their banking needs are met with care and attention.

Key Responsibilities:
  • Provide high-touch client service, ensuring every client interaction is personalized and exceptional.
  • Engage with clients to understand their financial needs and goals, providing tailored solutions and recommendations.
  • Demonstrate a genuine passion for providing exceptional customer service and a commitment to ensuring client satisfaction in every interaction.
  • Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies.
  • Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions for each client's needs individually.
  • Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently.
  • Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives.
  • Cross-sell bank products and services to meet client needs.
  • Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction.
  • Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care.
  • Adapt to changing priorities and work effectively in a fast-paced retail environment.
  • Uphold a high standard of service quality, contributing to the overall success of the bank's client service initiatives.
Requirements:
  • High school diploma or equivalent.
  • 1-2 years working in a customer-facing capacity, specifically in banking (preferred), retail, or hospitality.

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