Client Service Specialist

3 days ago

Duluth, United States Park State Bank Full time
Job DescriptionJob Description
Description:

POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering impactful and outstanding customer service.


Key Responsibilities:

  1. High-Touch Client Service: Provide exceptional and personalized service to every client, ensuring their banking needs are met with care and attention. Anticipate and proactively address client needs by offering tailored solutions and recommendations. Be readily available to clients, whether in person, over the phone, or via email, to promptly assist with inquiries or concerns.
  2. Client Consultation: Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations.
  3. Client Focus: Demonstrate a genuine passion for providing exceptional customer service and a commitment to ensuring client satisfaction in every interaction.
  4. Account Services: Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies.
  5. Product Knowledge: Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions for each Client's needs individually.
  6. Transaction Processing: Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently.
  7. Financial Guidance: Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives.
  8. Cross-selling: Identify opportunities to promote and cross-sell bank products and services to meet client's needs.
  9. Compliance: Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction.
  10. Client Relationship Management: Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care.
  11. Adaptability and Flexibility: Adapt to changing priorities and work effectively in a fast-paced retail environment.
  12. Documentation: Maintain accurate records of client interactions, transactions, and account updates.
  13. Quality Assurance: Uphold a high standard of service quality, contributing to the overall success of the bank's client service initiatives.

SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES:

  • Other duties as may be assigned.

PERFORMANCE MEASURES:

  • Balances efficiently and accurately
  • Maintains confidentiality of client account information
  • Follows established policies and procedures in responding to inquiries and requests
  • Willingly participates in bank training
  • In compliance with all regulations related to job duties
  • Effectiveness of communications and development of good working relationships with co-workers and clients

WORKING CONDITIONS:

Will need to be able to handle stressful situations and function in a very fast-paced environment while remaining calm and precise. Must have excellent interpersonal and organizational skills and enjoy working with the public. Will need to communicate in a clear, concise, and pleasant manner. Willingness to travel to other branches is essential.


May, on occasion, have to work longer hours than scheduled.


Must be able to meet deadlines, multi-task and adjust priorities as necessary. Must possess strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management and the Bank's vendors. Must be a self-starter who challenges existing processes and can identify and implement efficiencies and cost-saving solutions. Will have access to and knowledge of all employees' accounts, customer information, and the bank's finances, so the ability to keep information confidential is extremely important.


The employee will be working in an indoor office setting in a light work situation (exerting up to 20 lbs. of force frequently, and/or a negligible amount of force constantly to move objects). Must be able to remain in a stationary position 50% of the time and be able to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity equipment. Employee frequently communicates with employees, customers and vendors. Will be required to travel to branches within region on a weekly basis, so must have a valid driver's license and reliable transportation. Must be able to exchange accurate information both orally and written in English. Employee will be required to travel to branches located within the region.


Despite ongoing security training, there is always the possibility of a bank robbery.


GENERAL NOTICE:

This description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties may be assigned as necessary.


Role Qualifications:

  • Education or certifications related to customer service or retail management is a plus. Previous experience in a customer service or retail banking role is preferred.
  • Strong interpersonal and communication skills, both verbal and written.
  • Proficiency in using retail software systems, point-of-sale (POS) terminals, and other relevant technology platforms commonly used in retail environments.
  • Knowledge of banking products, services, and regulatory compliance.
  • Ability to work effectively in a team and independently.
  • Efficiently able to multi-task along with excellent problem-solving skills and attention to detail
  • Maintain utmost confidentiality of Clients information at all times.

Other Skills and Abilities

  • Strong communication skills along with the ability to effectively communicate with others
  • Client service focused
  • Resourceful, well organized and ability to multitask in a face paced environment.
  • Effective decision-making skills
  • Strong attention to detail


Requirements:
  • High school diploma or equivalent
  • 1-2 years working in a customer-facing capacity, specifically in banking (preferred), retail, or hospitality


PIedbf2f8d58a2-25405-33877427

  • Client Service Specialist

    3 hours ago

    Duluth, Minnesota, United States Park State Bank Full time

    Job Title: Client Service SpecialistWe are seeking a highly skilled and customer-focused Client Service Specialist to join our team at Park State Bank. As a Client Service Specialist, you will be responsible for providing exceptional service to our clients, ensuring their banking needs are met with care and attention.Key Responsibilities:Provide high-touch...

  • Client Service Specialist

    2 weeks ago

    Duluth, Minnesota, United States VensureHR Full time

    About the RoleVensureHR is seeking a highly skilled Client Relations Specialist to join our team. As a Client Relations Specialist, you will be responsible for managing a portfolio of clients and providing exceptional service to ensure their needs are met.Key ResponsibilitiesAct as a liaison between clients and internal operations to ensure a positive...

  • Client Service Specialist

    13 hours ago

    Duluth, United States Park State Bank Full time

    Description: POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a...

  • Client Service Specialist

    4 weeks ago

    Duluth, United States Park State Bank Full time

    Description:POSITION SUMMARY: The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a...

  • Employee Benefits Client Service Specialist

    1 month ago

    Duluth, Minnesota, United States SFI Advisors, LLC Full time

    Job OverviewPOSITION TITLE: Employee Benefits Client Service SpecialistLOCATION: Duluth, GACOMPANY: SFI Advisors, LLCSFI Advisors' Corporate Services Division provides Employee Benefit Consulting and Brokerage Services tailored for mid-sized enterprises throughout the United States. We are eager to enhance our client commitment by welcoming a seasoned,...

  • Client Service Specialist for Veterinary Care

    1 month ago

    Duluth, Minnesota, United States Duluth Animal Hospital Full time

    Benefits:401(k)401(k) matchingDental insuranceEmployee discountsFlexible scheduleFree uniformsHealth insurancePaid time offVision insuranceFlexible SchedulingCareer Advancement OpportunitiesCompetitive CompensationFun Working EnvironmentInteract with PetsJob Overview:Are you passionate about animals and dedicated to providing exceptional customer service? We...

  • Travel Nurse ICU Specialist

    3 weeks ago

    Duluth, Minnesota, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse ICU SpecialistLanceSoft is seeking a skilled Travel Nurse ICU Specialist to join our team at HealthEcareers - Client.Job SummaryWe are looking for a highly motivated and experienced Travel Nurse ICU Specialist to provide high-quality patient care in a fast-paced ICU environment. As a Travel Nurse ICU Specialist, you will have the...

  • Customer Service Specialist

    1 month ago

    Duluth, United States Service Experts Full time

    Position: Customer Service Specialist Location: 2500 Meadowbrook Pkwy Suite F, Duluth, GA 30096 (on-site) Schedule : 2:00pm-10:30pm to include weekends (2 consecutive weekdays off) Pay: $18.50 per hour Why You Should Join the Service Experts Team? Our team consists of the very best; we believe in doing what is right for our customers and our employees. We...

  • Customer Service Specialist

    3 weeks ago

    Duluth, United States Service Experts Full time

    Position: Customer Service Specialist Location: 2500 Meadowbrook Pkwy Suite F, Duluth, GA 30096 (on-site)Schedule: 2:00pm-10:30pm EST (includes weekends with two consecutive weekdays off)Pay: $18.50 per hourWhy You Should Join the Service Experts Team? Our team consists of the very best; we believe in doing what is right for our customers and our...

  • Customer Service Specialist

    4 weeks ago

    Duluth, United States Service Experts Full time

    Position: Customer Service Specialist Location: 2500 Meadowbrook Pkwy Suite F, Duluth, GA 30096 (on-site) Schedule : 2:00pm-10:30pm EST (includes weekends with two consecutive weekdays off) Pay: $18.50 per hour Why You Should Join the Service Experts Team?  Our team consists of the very best; we believe in doing what is right for our customers and our...

  • Client Services Representative

    1 month ago

    Duluth, Minnesota, United States Lutheran Social Service of Minnesota Full time

    Lutheran Social Service of Minnesota is a vibrant organization dedicated to providing essential social services to various communities, including children, youth, families, individuals with disabilities, seniors, and military veterans. Our employees embody trustworthiness, a core value that strengthens our connection with the communities we serve. We promote...

  • Client Services Coordinator

    1 month ago

    Duluth, Minnesota, United States Lutheran Social Service of Minnesota Full time

    Lutheran Social Service of Minnesota is a vibrant organization dedicated to providing essential social services to children, youth, families, individuals with disabilities, seniors, and military veterans. Our employees embody trustworthiness, a core value that strengthens our connection with the communities we serve. We pride ourselves on fostering an ALIVE...

  • Customer Service Specialist

    2 weeks ago

    Duluth, United States Service Experts Full time

    Position: Customer Service Specialist Location: 2500 Meadowbrook Pkwy Suite F, Duluth, GA 30096 (on-site)Schedule: 2:00pm-10:30pm EST (includes weekends with two consecutive weekdays off) Pay: $18.50 per hour Why You Should Join the Service Experts Team? Our team consists of the very best; we believe in doing what is right for our customers and our...

  • Client Service Representative

    2 days ago

    Duluth, Minnesota, United States Park State Bank Full time

    Job Title: Client Service SpecialistJob Summary:The Client Service Specialist is a vital role at Park State Bank, dedicated to delivering exceptional customer service and support to our clients. As a trusted advisor, you will help clients with various banking needs, including account management, financial guidance, and product inquiries.Key...

  • Client Management Specialist

    5 days ago

    Duluth, United States Hire Score LLC Full time

    Fulltime perm hire opportunity!Work for a leader in the custom packaging industry with an amazing culture and a collaborative team.Values and behaviors we look for:Strive for excellence, treat mistakes as opportunities for learning and growth.Have resilience and drive with accountability and responsibility when something doesn’t go as planned.Embrace...

  • Client Support Specialist

    4 weeks ago

    Duluth, Minnesota, United States Nth Degree Full time

    Client Support SpecialistOverview:We are in search of a dynamic Client Support Specialist who excels in managing multiple tasks efficiently.Key Responsibilities:Oversee billing processes, time tracking, and payroll for designated events.Input labor data, inventory consumption, and acquisitions into the system.Offer assistance to event labor teams and...

  • Client Service Representative

    3 weeks ago

    Duluth, Minnesota, United States Park State Bank Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Client Service Specialist at Park State Bank. As a key member of our team, you will play a vital role in delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesClient Service Delivery: Provide...

  • Customer Service Specialist

    3 weeks ago

    Duluth, United States Service Experts Full time

    Overview Why You Should Join the Service Experts Team? Our team consists of the very best; we believe in doing what is right for our customers and our employees. We provide our employees with the training, support and an opportunity for unlimited professional growth. Join us and become an EXPERT! Service Experts Company Perks and Benefits for YOU Generous...

  • Customer Service Representative

    2 weeks ago

    Duluth, Minnesota, United States Service Experts Full time

    Customer Service Specialist Job DescriptionAt Service Experts, we're seeking a highly skilled Customer Service Specialist to join our team. As a key member of our customer-facing team, you'll be responsible for delivering exceptional customer service and support to our valued clients.Key Responsibilities:Provide timely and effective responses to customer...

  • Client Order Specialist

    4 weeks ago

    Duluth, Minnesota, United States TEKsystems Full time

    Now Hiring: A Client Order Specialist with a national manufacturing firm.Position Overview:In this role, you will play a vital part in supporting the office's clientele, ensuring their needs are met efficiently.Your responsibilities will include processing orders, confirming product availability, and addressing client inquiries.Order management will be...