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Client Relationship Specialist
2 months ago
Position Overview
We are seeking a dedicated and proactive Personal Banker to foster meaningful customer relationships. At TrustBank, we pride ourselves on our commitment to excellence in Wealth Management and Commercial Banking. This role is pivotal in delivering outstanding service and ensuring customer satisfaction.
Key Responsibilities
- Customer Engagement: Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
- Account Management: Assist customers in opening new personal and business accounts, and guide them through various banking products.
- Cross-Selling: Identify opportunities to promote additional banking and wealth management services to enhance customer experience.
- Problem Resolution: Address and resolve customer inquiries and issues with professionalism and efficiency.
- Community Representation: Actively participate in community events to represent TrustBank and foster new client relationships.
Work Environment
This is a full-time position requiring 40 hours per week. The role involves a moderate noise level and may require standing, walking, and using hands for various tasks. Candidates should be able to lift up to 25 pounds and possess good vision capabilities.
Benefits
TrustBank offers a competitive compensation package along with comprehensive benefits, including:
- Medical, dental, and vision insurance
- Paid time off, including vacation and holidays
- 401(k) plan with employer matching
- Tuition reimbursement programs
Qualifications
Applicants should have a high school diploma, with a preference for candidates holding an associate degree or higher in business or finance. A minimum of two years of experience in retail banking is required.
Skills Required
Ideal candidates will possess strong customer service skills, a proactive approach to problem-solving, and the ability to communicate financial concepts clearly. Familiarity with banking products and services is essential.
Technical Proficiency
Proficiency in computer applications for data entry and word processing is necessary. Familiarity with banking software and general office equipment is also required.