Client Relationship Specialist

1 week ago

Lee's Summit, Missouri, United States Security Bank of Kansas City Full time
Job Overview

Location
291 HIGHWAY Lvl3 - Lees Summit, MO

Employment Type
Full Time

Sector
Banking

If you are passionate about making a positive impact in the communities we serve and are looking to join a leading financial institution in Kansas City, Security Bank of Kansas City offers a fulfilling career opportunity. Our full-time employees enjoy a comprehensive benefits package, including 11 paid holidays, generous paid time off, and discounted banking services.

Position Summary:

A Personal Banker plays a crucial role in providing exceptional service to both current and prospective clients. This position requires outstanding customer service abilities, confidence, leadership qualities, a strong sales orientation, meticulous attention to detail, and a thorough understanding of both traditional and innovative banking products and services. Personal Bankers engage with clients through face-to-face interactions, phone communications, and emails, ensuring that the banking center consistently delivers a professional and timely customer experience while focusing on building and nurturing long-term client relationships.

Key Responsibilities:
  • Understand and implement operational policies and procedures that adapt to evolving customer behaviors.
  • Comprehend the consumer lending process, identifying cross-sell opportunities, loan products, and interest rates.
  • Accurately identify customers during each interaction following established guidelines.
  • Provide precise account information while adhering to security protocols.
  • Recognize account flags such as holds and delinquent loans prior to customer interactions.
  • Identify discrepancies in check deposits and account activities.
  • Understand check hold processes and procedures.
  • Maintain a customer-centric approach, conveying information positively and enthusiastically.
  • Greet clients warmly, deliver high-quality service, and continuously seek ways to exceed their expectations.
  • Support individual and organizational goals as set by management.
  • Utilize provided system software effectively.
  • Encourage open and honest communication throughout the organization.
  • Exhibit behaviors that align with the bank's philosophies and leadership characteristics.
  • Collaborate with other departments to ensure optimal service delivery.
  • Proactively identify financial solutions for new and existing client relationships.
  • Demonstrate proficiency in assessing customer needs and providing appropriate solutions, including referrals to other departments.
  • Maintain a strong understanding of consumer and business banking products to confidently advise clients.
  • Enthusiastically educate clients on emerging banking technologies, including mobile and online banking.
  • Process a variety of banking transactions accurately while safeguarding against fraud.
  • Utilize strong decision-making skills to assist clients with minimal supervision.
  • Provide a friendly welcome to clients in various service areas.
  • Efficiently handle basic transactions while ensuring security measures are in place.
  • Issue money orders and cashiers checks as needed.
  • Adhere to all applicable policies, procedures, and regulatory guidelines.
  • Assist with customer inquiries and account maintenance to enhance retention and explore sales opportunities.
  • Identify appropriate product types through needs-based questioning to deepen client relationships.
  • Actively seek ways to expand customer relationships to meet or exceed goals.
  • Ensure compliance with disclosures, audit standards, and security policies.
  • Perform account servicing duties to create a positive client experience.
  • Promote bank products and services to potential clients.
  • Participate in community events to network and promote the bank's offerings.
  • Assist with basic account openings and maintenance requests.
  • Maintain and balance a cash drawer according to standard operating procedures.
  • Contribute to the training of new employees and provide ongoing training for current staff.
  • Meet performance expectations as outlined by Retail Management.
  • Work at the assigned banking center, requiring direct customer interaction.
  • May involve travel within the bank's network.
  • Perform additional duties as assigned.
Qualifications:
  • 1-2 years of experience in banking, retail, or sales with a focus on customer interaction.
  • Demonstrated sales and leadership skills, along with community involvement.
  • High school education or equivalent.
  • Excellent verbal and written communication skills in English.
  • Ability to present a professional appearance and demeanor.
  • Intermediate proficiency with office technology tools.
  • General knowledge of traditional banking products and services.
  • Recent customer service experience, preferably in banking.
  • Able to multitask, achieve goals, and work independently.
  • Commitment to demonstrating skills through regular attendance and punctuality.
Equipment Requirements:
  • Familiarity with emerging banking technologies.
  • Personal Computer.
  • Multi-Line Phone System.
  • Calculator.
  • Copy Machine.
  • Automatic Currency Counter.
Software Requirements:
  • Proficient in Microsoft Office Suite.
Physical Requirements:
  • Ability to move objects weighing up to 15 lbs.
  • Standing for 60% of the day.
  • Walking for 20% of the day.
  • Ability to perform repetitive hand movements.
  • Willingness to travel to various locations as needed.
Additional Information:

The responsibilities outlined in this job description are intended to provide a general overview of the role. They are not exhaustive and may be subject to change. Accommodations will be made as necessary to meet requirements without causing undue hardship on Security Bank of Kansas City. Security Bank of Kansas City is an Equal Opportunity / Affirmative Action employer.

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