Account Management Specialist
4 weeks ago
Job Type
Full-time
Position Overview
The primary role of the Client Relationship Banker is to support clients in overseeing their financial accounts and resources through tailored services. This position entails managing all facets of client accounts, providing information, and facilitating banking services such as account openings, loans, and credit options.
Key Responsibilities:
- Oversee client financial accounts, including initiation, closure, and modifications of accounts.
- Identify and propose additional products and services that enhance customer relationships.
- Examine documentation for precision and legal adherence, gather and validate necessary client information for account management.
- Assist clients with digital banking and account management applications.
- Address customer inquiries and issues promptly by providing solutions or directing them to appropriate personnel.
- Perform teller duties as required.
- Evaluate and decide on overdraft situations in line with banking policies.
- Complete mandatory compliance and training sessions.
- May be involved in supporting business growth initiatives within specific markets.
- Engage in Community First Events.
- Deliver outstanding customer service while adhering to banking regulations and legal standards.
- Flexibility and willingness to travel to various retail operation locations may be necessary.
- Excellent communication, organizational, and technological skills.
- Ability to maintain strict confidentiality regarding customer information.
- Collaborate respectfully and effectively with all team members.
- Self-motivated: capable of fulfilling job responsibilities with minimal oversight.
- A minimum of one year of relevant financial experience is preferred.
Idaho First Bank (IFB) is a comprehensive state-chartered community bank established to serve the financial needs of its customers with a commitment to a People First and Community First philosophy. The bank operates in various locations and is a member of the FDIC and an Equal Housing Lender. For more information, please visit our website.
AA/Equal Opportunity Employer
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