Client Service Representative

2 weeks ago

Cook, Minnesota, United States Park State Bank Full time
Job Description

Job Title: Client Service Specialist

Job Summary: We are seeking a highly motivated and customer-focused Client Service Specialist to join our team at Park State Bank. As a Client Service Specialist, you will play a vital role in providing exceptional service to our customers, helping them with various banking needs, and building strong relationships with our clients.

Key Responsibilities:

  • High-Touch Client Service: Provide personalized service to every client, ensuring their banking needs are met with care and attention.
  • Client Consultation: Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations.
  • Client Focus: Demonstrate a genuine passion for providing exceptional customer service and a commitment to ensuring client satisfaction in every interaction.
  • Account Services: Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies.
  • Product Knowledge: Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions for each client's needs individually.
  • Transaction Processing: Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently.
  • Financial Guidance: Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives.
  • Cross-selling: Identify opportunities to promote and cross-sell bank products and services to meet client's needs.
  • Compliance: Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction.
  • Client Relationship Management: Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care.
  • Adaptability and Flexibility: Adapt to changing priorities and work effectively in a fast-paced retail environment.
  • Documentation: Maintain accurate records of client interactions, transactions, and account updates.
  • Quality Assurance: Uphold a high standard of service quality, contributing to the overall success of the bank's client service initiatives.

Requirements:

  • Education: High school diploma or equivalent
  • Experience: 1-2 years working in a customer-facing capacity, specifically in banking (preferred), retail, or hospitality
  • Skills: Strong interpersonal and communication skills, both verbal and written; proficiency in using retail software systems, point-of-sale (POS) terminals, and other relevant technology platforms commonly used in retail environments; knowledge of banking products, services, and regulatory compliance; ability to work effectively in a team and independently; efficiently able to multi-task along with excellent problem-solving skills and attention to detail

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