Client Relations Specialist

2 weeks ago


Osage Beach, Missouri, United States MidAmerica Bank Full time

Branch Operations: Flexible working hours available.

Position Overview:
The Client Relations Specialist plays a vital role in establishing new deposit accounts for both individual and business clients. This position requires engaging with existing and prospective clients in a courteous and supportive manner, utilizing comprehensive knowledge of the bank's offerings to meet client needs while adhering to all regulatory standards. The specialist will address client inquiries related to their accounts and accurately process transactions.

Key Responsibilities:

  • Develop and maintain a thorough understanding of all banking products and services.
  • Advocate for the bank's offerings based on client requirements.
  • Efficiently open new personal and business deposit accounts, debit cards, IRAs, and CDs tailored to client needs.
  • Prepare all necessary documentation for new accounts.
  • Engage with clients in person, via phone, or through electronic means in a friendly and patient manner.
  • Respond to both basic and complex inquiries regarding client accounts.
  • Build and nurture relationships with a designated portfolio of clients.
  • Implement innovative strategies to deliver exceptional customer service experiences.
  • Safely and accurately handle client transactions, including cashing checks, deposits, withdrawals, and loan payments.
  • Issue negotiable instruments such as cashier's checks as required.
  • Address special client requests as necessary.
  • Maintain and balance cash supplies in personal cash drawer as needed.
  • Adhere to operational and security protocols of the bank.
  • Ensure confidentiality of client and bank operational information.
  • Comply with all banking regulations and guidelines.
  • Perform additional duties as assigned by management.

Qualifications and Educational Background:

  • High school diploma or equivalent preferred; candidates should be at least 16 years of age.
  • Preferred experience of 3-5 years in the banking sector.
  • Experience may be considered in lieu of educational requirements or related work experience.
  • Proficient in standard office skills, including computer literacy and effective communication.


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