Client Relationship Specialist
1 week ago
The Client Relationship Specialist serves as a vital point of contact for customers, businesses, and visitors at Citizens National Bank of Bossier City. This role is essential in delivering exceptional customer service and embodying the bank's commitment to professionalism.
The Client Relationship Specialist will assist both existing and prospective clients with inquiries regarding our financial products and services, offering tailored recommendations for more intricate offerings such as retirement accounts, commercial banking solutions, and lending options. Collaboration with various departments is key to effectively addressing customer inquiries, resolving issues, and managing complaints.
Key Responsibilities
- Provide outstanding customer service with a focus on relationship building.
- Proactively promote digital banking solutions, demonstrating expertise in online and mobile banking platforms.
- Facilitate the opening of new accounts and services, ensuring all necessary documentation is completed accurately.
- Maintain compliance with internal controls and regulatory requirements.
- Assist clients with retirement account services, including contributions and distributions.
- Support customers with additional banking services such as safe deposit access and card requests.
- Perform teller functions as needed, ensuring accuracy in cash handling and transaction processing.
- Guide customers in utilizing interactive teller machines.
- Make informed decisions based on established authority levels and customer expectations.
- Adhere to all relevant federal and state regulations, including anti-money laundering laws.
- Demonstrate flexibility in branch assignments as required.
Essential Skills and Qualifications
- High School diploma or equivalent.
- Fluency in English and Spanish.
- Minimum of 2 years of experience in a teller or customer service role.
- Experience in bookkeeping or account services is preferred.
- Ability to thrive in a fast-paced environment.
- Strong interpersonal and communication skills.
- Valid NMLS qualifications.
Physical Requirements
This position requires the ability to sit, stand, walk, and perform various physical tasks. Employees may need to lift up to 25 pounds and must maintain a valid driver's license for travel within the bank's operational area.
The Client Relationship Specialist plays a crucial role in enhancing customer satisfaction and driving business growth through effective relationship management and service delivery.
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