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Client Relations Specialist

2 months ago


Watertown, South Dakota, United States Dacotah Banks Full time

Customer Service Representative

Job Title: Customer Service Representative

Company: Dacotah Bank

Overview

Position Summary

As a Customer Service Representative (CSR) at Dacotah Bank, you will operate under the direction of the Market Retail Leader. This role requires you to serve as a knowledgeable advisor, embodying the mission of Dacotah Bank. Your primary duties will involve nurturing and maintaining customer relationships to align with the bank's strategic goals. A thorough understanding of Dacotah Bank's offerings is essential for enhancing Wallet Share by addressing customer requirements effectively. Furthermore, as a CSR, you will be responsible for managing teller drawer operations, ensuring compliance with regulations, and proactively identifying and mitigating fraudulent activities. Engaging in cross-selling bank services, referring clients to Insurance and Trust services, and promoting positive customer interactions are also vital components of this position. Additionally, you will have the chance to take part in various community initiatives organized by Dacotah Bank throughout the year.

Key Responsibilities

  • Oversee retail transactions
  • Facilitate deposit products and services
  • Provide access to supplementary products and services
  • Implement follow-up procedures with clients
  • Engage in customer relation assessments with your supervisor

Required Skills

Essential Skills

  • Collaborative: Advanced
  • Cooperative: Advanced
  • Interpersonal Skills: Advanced
  • Organizational Skills: Advanced
  • Independent: Advanced
  • Customer Service: Advanced
  • Communication: Advanced
  • Business Etiquette: Intermediate
  • Social Skills: Advanced
  • Dedicated: Committed to a task or purpose with integrity

Educational Background

Required

High School Diploma or equivalent

Preferred

Associate degree or higher in Business or a related discipline

Experience

Preferred

  • 1-2 years in retail banking
  • 3-4 years in bank retail lending

Dacotah Bank is an Equal Opportunity Employer, committed to supporting Protected Veterans and Individuals with Disabilities. Become an integral part of our dedicated team at Dacotah Bank.