Client Relations Specialist
2 months ago
Job Type
Full-time
Position Overview
As a Client Relations Specialist at Liberty Savings Bank FSB, you will play a crucial role in delivering exceptional service to our customers. Your responsibilities will include managing banking transactions, establishing new accounts, and enhancing customer connections.
Key Responsibilities:
• Ensure accurate maintenance and balancing of cash drawers, assist with ATM operations, and support end-of-day reconciliation.
• Process transactions, including receiving, posting, and disbursing funds while ensuring customer accounts are balanced and verified.
• Facilitate the opening of various account types, including checking, savings, business accounts, and IRAs.
• Assess customer needs and suggest tailored products and services using the Customer Needs Assessment (CNA) process.
• Foster customer relationships by providing referrals for investment opportunities, mortgage solutions, and consumer loans, assisting with applications and processing.
• Conduct account research and resolve issues as necessary.
• Participate in cross-training across different areas of the financial center, including ATM services, vault operations, and safe deposit management.
• Contribute to the financial center's sales and service objectives by meeting or exceeding personal performance goals.
• Uphold customer satisfaction by addressing inquiries and requests promptly and professionally.
• Maintain confidentiality and protect customer information in accordance with privacy policies.
• Adhere to bank policies and comply with regulatory and operational guidelines, ensuring minimal monetary losses.
Additional Duties:
• Conduct tele-consultations as required.
• Provide clerical support, including answering phones, maintaining records, and managing documentation.
• Collaborate with team members by performing other related tasks as assigned.
Qualifications:
• High school diploma or equivalent is required.
• A minimum of one year of experience in customer service or cash handling is essential.
• Strong communication skills to interact effectively with customers and colleagues.
• Professional demeanor with a well-groomed appearance and proper telephone etiquette.
• Flexibility in scheduling and proficiency in cash handling and mathematical skills are necessary.
• Basic computer skills and the ability to learn industry-specific software are required.
Physical Requirements:
• Ability to communicate verbally and receive information through auditory means.
• Visual acuity for extended periods of computer use and identifying individuals.
• Capability to stand and walk for extended durations and lift objects up to 25 pounds.
Liberty Savings Bank FSB is an Equal Employment Opportunity Employer, welcoming applicants from diverse backgrounds.
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