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Client Relationship Specialist

2 months ago

Madison, Wisconsin, United States Park Bank Full time
Client Relationship Specialist Job Description

General Overview:
The Client Relationship Specialist is essential in fulfilling both the Teller and Relationship Banker roles, with the exception of providing loan products. This position involves cultivating new client connections, managing account transactions, and executing branch service duties.

Main Responsibilities:
  • Execute daily operational tasks including account transactions and maintenance.
  • Facilitate new account applications and support cross-selling initiatives.
  • Assess client financial requirements and recommend suitable solutions.
  • Address client service inquiries such as stop payments and wire transfers.
  • Collaborate with clients to determine financial needs and propose appropriate solutions.
Qualifications:
  • High school diploma is mandatory; Associate degree is preferred.
  • A minimum of 3 years of relevant experience is required.
  • Drug screening is mandatory for all new hires.
  • Equal opportunity employer.
  • Employment verification is required.