What are the responsibilities and job description for the Banking Relationship Manager position at Park State Bank?
**Job Overview**
The Client Service Specialist is a critical role at Park State Bank, dedicated to delivering exceptional customer experiences and driving business growth.
**Responsibilities:**
- Client Consultation: Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations.
- Account Services: Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies.
- 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.
- Transaction Processing: Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently.
- Financial Guidance: Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives.
- Cross-selling: Identify opportunities to promote and cross-sell bank products and services to meet client's needs.
- Compliance: Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction.
**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.
