Client Relationship Specialist

2 weeks ago

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

Location
Banking Center

Employment Type
Full Time

Industry
Financial Services

If you are passionate about making a positive impact in the communities we serve and are looking for a fulfilling career in the banking sector, Security Bank of Kansas City offers an exciting opportunity for you. Our comprehensive compensation and benefits packages include 11 paid holidays, opportunities for professional growth, generous paid time off, and discounted banking services.

Position Summary:

A Client Relationship Specialist plays a vital role in providing exceptional service to both current and prospective clients. Individuals in this role exhibit 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. They engage with new and existing clients through face-to-face interactions, phone communications, and email correspondence, ensuring that the banking center consistently delivers a prompt, professional, and high-quality customer experience while focusing on nurturing and strengthening client relationships for long-term success.

Key Responsibilities:
  • Apply operational policies and procedures that adapt to evolving customer behaviors and channel growth.
  • Understand the consumer lending process related to cross-selling opportunities, loan products, and interest rates.
  • Identify clients during every interaction using established guidelines.
  • Provide accurate account information while adhering to security protocols.
  • Recognize account flags such as holds and delinquent loans prior to client interactions.
  • Detect inconsistencies in check deposits and account activities.
  • Comprehend check hold processes and procedures.
  • Maintain a customer-centric approach and communicate information in an enthusiastic and positive manner.
  • Welcome clients warmly, deliver quality service, and consistently 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, objectives, and leadership characteristics.
  • Collaborate with other departments to ensure optimal service delivery to clients.
  • Proactively identify financial solutions for new and existing client relationships to meet or exceed expectations.
  • Demonstrate proficiency in understanding client needs and providing appropriate solutions, including referrals to other departments and partners.
  • Maintain a strong knowledge of consumer and business banking products and services to confidently advise clients.
  • Enthusiastically educate clients on emerging banking technologies, including mobile and online banking.
  • Accurately process a variety of banking transactions while safeguarding against fraud and ensuring client privacy.
  • Utilize strong decision-making skills to assist clients; conduct transactions and sales activities with minimal supervision.
  • Provide a friendly greeting to clients in various service areas.
  • Efficiently process basic transactions while adhering to fraud prevention measures.
  • Issue money orders, cashier's checks, and redeem savings bonds.
  • Follow all applicable policies, procedures, and regulatory guidelines, staying updated on changes.
  • Assist with customer inquiries, provide account statements, and perform other client-oriented functions to enhance retention and explore additional sales opportunities.
  • Identify appropriate product types through needs-based questioning to sell products/services or make referrals.
  • Seek ways to expand client relationships to meet or exceed individual, team, and bank objectives.
  • Ensure compliance with disclosures, audit standards, and security policies in accordance with bank policy and federal regulations.
  • Perform account servicing duties to create a positive client experience in various settings.
  • Promote bank products and services to prospective clients to meet personal and office goals.
  • Participate in community events to network and promote bank offerings.
  • Assist with basic account openings and maintenance requests.
  • Maintain and balance a cash drawer following standard operating procedures.
  • Support 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 client interaction.
  • Travel within the bank's network as needed.
  • Perform additional duties as assigned.
Qualifications:
  • 1-2 years of experience in banking, retail, or sales with a focus on customer interaction preferred.
  • Demonstrated sales and leadership skills, with a background in community involvement.
  • High school education or equivalent experience.
  • 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, ideally in a banking context.
  • Able to multi-task, achieve goals, stay organized, and work independently.
  • Commitment to demonstrating skills through regular attendance and punctuality.
Equipment Requirements:
  • Familiarity with emerging banking technology, including mobile and online platforms.
  • Personal Computer
  • Multi-Line Phone System
  • Personal Computer
  • Calculator
  • Copy Machine
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 statements included in this job description are intended to convey the general nature and level of work performed by employees in this role. They are not intended to be an exhaustive list of responsibilities, duties, and skills required. Accommodations will be made to meet requirements without imposing undue hardship on Security Bank of Kansas City. Security Bank of Kansas City is an Equal Opportunity / Affirmative Action employer.

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