Client Relationship Specialist

2 months ago

Dallas, Texas, United States Origin Bank Full time
Overview
As a vital member of our team, you will engage with clients by offering reliable banking guidance, executing various financial transactions, initiating new accounts, and addressing inquiries to ensure positive customer interactions and relationships. You will embody the Bank's culture and uphold our Brand promise and Core Values through the following responsibilities.

Key Responsibilities include but are not limited to:
  • Acting as a trusted consultant by connecting individuals to their aspirations through impactful discussions and providing pertinent banking insights.
  • Demonstrating proficiency with all necessary technology platforms.
  • Efficiently facilitating the opening of all retail banking products and services for clients.
  • Ensuring precision in new account setups and making adjustments as needed.
  • Recommending appropriate products and services based on the client's requirements and goals.
  • Ensuring clients are knowledgeable and comfortable utilizing our offerings and engaging with our digital tools.
  • Following up on all referrals and directing business to our commercial, insurance, and investment teams.
  • Identifying opportunities to cultivate new banking relationships from personal networks and community engagement.
  • Adhering to all policies and procedures.
  • Assisting clients with all service inquiries, including but not limited to: account and statement inquiries, safe deposit box access, rate and yield information, night deposit agreements, lost or stolen cards, and transaction disputes.
  • Conducting transactions on behalf of clients.
  • Collaborating with assigned teams to accomplish banking projects.
Supervisory Duties:
  • This position does not entail supervisory responsibilities.
Required Competencies - To excel in this role, an individual should exhibit the following competencies:
  • Analytical Skills - Gathers and analyzes data; shows meticulous attention to detail.
  • Problem Resolution - Identifies and addresses issues promptly.
  • Customer Service Skills - Maintains confidentiality; manages challenging customer situations; responds swiftly to client needs; fulfills commitments.
  • Communication Skills - Articulates clearly and persuasively in various situations; listens attentively and seeks clarification; responds effectively to inquiries; able to interpret written information.
  • Team Collaboration - Balances individual and team responsibilities; contributes to a positive team environment; prioritizes team success over personal interests; supports collective efforts.
  • Organizational Adherence - Complies with policies and procedures; champions the organization's goals and values.
  • Judgment - Demonstrates sound judgment; involves appropriate individuals in decision-making; makes timely choices.
  • Planning and Organization - Prioritizes and organizes tasks effectively; utilizes time efficiently.
  • Professional Conduct - Remains composed under pressure; treats others with respect and consideration.
  • Quality Assurance - Ensures accuracy and thoroughness; monitors personal work for quality; completes tasks in a timely manner.
  • Safety Awareness - Observes safety protocols; reports unsafe conditions; adheres to security policies.
  • Adaptability - Adjusts to changes in the work environment; manages competing demands; seeks and offers assistance when necessary.
  • Dependability - Consistently punctual and present; follows instructions and responds to management direction; takes responsibility for actions.
Qualifications - To succeed in this role, an individual must be capable of performing each essential duty satisfactorily. The following qualifications are representative of the knowledge, skills, and abilities required:
  • Education and Experience - High school diploma or equivalent; a college degree is preferred; at least one year of experience in a banking environment is preferred.
  • Technical Skills - Proficient in Internet usage, Outlook, Microsoft Word, and Excel. Ability to operate basic office equipment and learn bank-specific software.
  • Customer Service Orientation - Promotes the Bank's culture and supports our Brand promise and Core Values. Capable of interacting and communicating effectively with colleagues, clients, and supervisors.
  • Flexibility - Must be adaptable and willing to travel to various Banking Centers as staffing needs arise.
Physical Requirements - While performing the duties of this position, the employee is regularly required to communicate effectively. The employee frequently stands, walks, sits, and uses hands for various tasks. Occasionally, the employee may need to reach, climb, or balance. The employee must be able to lift and/or move up to 10 pounds frequently and up to 25 pounds occasionally. Specific vision abilities required include close vision, distance vision, color vision, and the ability to adjust focus.

Work Environment - The noise level in the work environment is typically moderate. This job description reflects management's assignment of essential functions and may be adjusted as necessary to meet the Bank's evolving needs. This description is not a contract and may be modified at the Bank's discretion.

About Origin Bank:

Origin Bank is deeply committed to providing personalized relationship banking to businesses, municipalities, and individual clients, enriching the lives of the communities we serve. We offer a comprehensive range of financial services and operate numerous locations across multiple states. In today's banking landscape, where technology predominates, we strive to maintain genuine human interactions and meaningful relationships.

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