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Customer Relationship Specialist

2 months ago

North Berwick, Maine, United States Luana Savings Bank Full time
Job Overview

Salary: Competitive

Key Responsibilities

A Customer Relationship Specialist plays a vital role in managing a diverse range of client-facing and internal deposit functions. This professional is tasked with executing customer transactions while ensuring an exceptional service experience at every touchpoint. Collaboration with fellow specialists is essential to complete all deposit-related operations and transactions, encompassing daily responsibilities and special initiatives.

Responsibilities include, but are not limited to:

  • Accurate handling of cash, deposits, and loan payments
  • Cashing checks and processing account withdrawals
  • Recording night and mail deposits
  • Issuing cashier's checks and money orders
  • Balancing all transactions and cash on a daily basis
  • Providing assistance with online, mobile, and electronic services
  • Managing ATM/debit card inquiries and addressing fraudulent activities

This role also involves opening, closing, and overseeing a variety of accounts for both individual and business clients, including Checking, Savings, and Certificates of Deposit. The specialist will respond to customer inquiries in person or via phone and will actively promote products and services that align with customer needs. All staff members are expected to work Saturdays on a rotating basis.

Essential Skills

  • Proficient listening skills to accurately process customer requests
  • Ability to manage multiple tasks in a dynamic, professional environment
  • Connecting new clients with necessary resources and individuals
  • Strong cash management capabilities
  • Professional communication skills to address staff and customer inquiries
  • Leadership in promoting Luana Savings Bank within the community
  • Maintaining a professional appearance and demeanor
  • Adherence to established policies, procedures, and regulations
  • Flexibility in adapting to a constantly evolving industry
  • Cross-selling relevant products and services to existing and potential customers
  • Attention to detail and accuracy in all tasks
  • Team-oriented attitude to foster a positive workplace environment
  • Intermediate computer proficiency, including Microsoft Word, Excel, and Outlook
  • Quick adaptability to various bank-specific software and technologies
  • Willingness to reside within a specified distance from the office or relocate
  • High School Diploma or GED required

Preferred Qualifications

  • Associate's Degree in a related field is preferred
  • At least 6 months of experience in a Teller, Personal Banker, or similar role in a financial institution
  • Familiarity with Jack Henry core programs (Silverlake, Banno) is a plus

Additional Information

  • This is a full-time, at-will position based on a 40-hour workweek
  • Typical schedule: 8 AM - 4:30 PM, Monday to Friday; 8 AM - 11 AM on Saturdays
  • Minimal travel may be required for training purposes
  • Employment is contingent upon successful background and credit checks

Benefits

  • Paid time off for vacation, sick leave, personal days, and volunteer work
  • Paid holidays
  • Comprehensive medical coverage options with a majority employer contribution
  • 401(K) plan with employer matching
  • Additional profit-sharing plan that is competitive within the industry

Luana Savings Bank is recognized as the best bank in the region, employing around 100 individuals across multiple locations. We foster a collaborative environment where innovative ideas are welcomed. Every team member is valued, and we believe that employee satisfaction is crucial for delivering outstanding customer service. Our low turnover rate and long employee tenure reflect why professionals choose to build their careers with Luana Savings Bank.