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

Sector
Banking Services

If you are passionate about enhancing customer experiences and contributing positively to the community, Security Bank of Kansas City offers a fulfilling career opportunity. Our organization provides a comprehensive benefits package, including 11 paid holidays, competitive growth opportunities, generous paid time off, and preferential banking services for full-time employees.

Position Summary:

A Client Relationship Specialist plays a crucial role in ensuring a superior experience for both current and prospective clients. Individuals in this role are expected to demonstrate exceptional customer service abilities, confidence, leadership qualities, a strong sales orientation, meticulous attention to detail, and a comprehensive understanding of both traditional and innovative banking products and services. They engage with clients through face-to-face interactions, phone conversations, and emails, ensuring that the banking center consistently delivers a prompt and professional service while focusing on nurturing and strengthening client relationships for long-term success.

Key Responsibilities:
  • Comprehend and implement operational policies and procedures that adapt to evolving customer behaviors and channel developments.
  • Understand the consumer lending process to identify cross-selling opportunities, loan products, and interest rates.
  • Accurately identify clients during every interaction, adhering to established guidelines and procedures.
  • Provide precise account information while following account security protocols.
  • Recognize account flags such as holds, delinquent loans, and screen messages prior to client interactions.
  • Identify inconsistencies in deposited checks and account activities.
  • Understand 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 continuously seek ways to exceed their expectations.
  • Support individual and organizational objectives as set by management.
  • Utilize provided system software effectively.
  • Encourage open and honest communication throughout the organization.
  • Exhibit behaviors aligned 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 surpass expectations.
  • Demonstrate proficiency in understanding client needs and providing appropriate solutions, including referrals to other departments and partners.
  • Maintain a robust knowledge of consumer and business banking products and services to confidently advise clients.
  • Enthusiastically inform clients about emerging banking technologies, including mobile banking, online banking, and electronic statements.
  • Efficiently process a variety of banking transactions while adhering to proper procedures and safeguarding against fraud.
  • Utilize strong decision-making skills to assist clients; conduct transactions and sales activities with minimal supervision.
  • Greet clients in the lobby, at the teller line, in the drive-thru, or over the phone with friendliness.
  • Accurately process basic transactions (deposits, withdrawals, payments, etc.) while ensuring fraud protection.
  • Issue money orders, cashier's checks, and redeem savings bonds.
  • Adhere to 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 refer clients to other departments.
  • Actively seek ways to expand client relationships to meet or exceed personal, team, and bank goals.
  • Ensure compliance with disclosures, audit standards, and security policies in accordance with bank policy and federal regulations.
  • Perform account servicing duties, creating a positive client experience in various settings.
  • Promote bank products and services to prospective clients to achieve personal and office targets.
  • Participate in community events to network and promote bank offerings.
  • Assist with basic account openings and maintenance requests.
  • Maintain, verify, and balance a cash drawer as needed, 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, subject to annual review.
  • Work at the assigned banking center, requiring direct client contact.
  • Travel within the bank's network of locations as necessary.
  • Perform additional duties as assigned.
Qualifications:
  • 1-2 years of experience in banking, retail, or sales, with a preference for prior customer interaction.
  • Demonstrated sales abilities, leadership skills, and community involvement.
  • High school education or equivalent knowledge and skills.
  • Excellent verbal and written communication skills in English, with the ability to interact confidently and courteously.
  • Ability to use tact and diplomacy, presenting a professional appearance.
  • Intermediate proficiency with office technology tools (e.g., computer, internet, Microsoft Office).
  • General knowledge of traditional banking products/services, including online/mobile banking.
  • Recent customer service experience, preferably in a banking context.
  • Able to multi-task, achieve goals, stay organized, and work independently.
  • Willingness to demonstrate necessary skills by maintaining regular attendance.
Equipment Requirements:
  • Emerging banking technology, including mobile and online platforms.
  • Personal computer.
  • Multi-line phone system.
  • Voice mail system.
  • Calculator.
  • Copy machine.
  • Automatic currency counter.
  • Teller capture scanner.
Software Requirements:
  • Proficient in Microsoft Office suite.
Physical Requirements:
  • Ability to move objects weighing up to 15 lbs.
  • Sitting for 20% of the day.
  • Standing for 60% of the day.
  • Walking for 20% of the day.
  • Dexterity and coordination for tasks.
  • Ability to perform repetitive hand movements.
  • Ability to travel to various work locations.
Additional Information:

The statements included in this job description are intended to outline 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.

Security Bank of Kansas City is an Equal Opportunity / Affirmative Action employer.

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