Client Relationship Manager

Park State Bank is seeking a skilled and customer-focused professional to join our team as a Client Service Specialist. This role is crucial to the success of our bank, and we are looking for an individual who can provide exceptional service to our clients.

• Provide high-touch client service by anticipating and addressing client needs with personalized solutions and recommendations.
• Engage with clients to understand their financial needs and goals, providing tailored solutions and advice.
• Maintain a deep understanding of the bank's products and services to educate customers and recommend suitable solutions.
• Handle client transactions accurately and efficiently, including deposits, withdrawals, and fund transfers.
• Offer basic financial guidance, such as budgeting tips and savings strategies, to help clients achieve their financial objectives.
• Cross-sell bank products and services to meet client needs.
• Ensure strict adherence to banking regulations, policies, and procedures in every client interaction.
• Build and maintain strong client relationships by addressing inquiries and concerns with professionalism and care.
• Adapt to changing priorities and work effectively in a fast-paced retail environment.
• Maintain accurate records of client interactions, transactions, and account updates.
• Uphold a high standard of service quality, contributing to the overall success of the bank's client service initiatives.

Secondary Responsibilities and Accountabilities:

• Perform other duties as assigned.

Performance Measures:

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

Working Conditions:

The ideal candidate will be able to handle stressful situations and function in a fast-paced environment while remaining calm and precise. They must have excellent interpersonal and organizational skills and enjoy working with the public. The ability to communicate clearly and concisely is essential, and willingness to travel to other branches is required.

The employee may occasionally have to work longer hours than scheduled and must be able to meet deadlines, multitask, and adjust priorities as necessary. Strong organizational, analytical, communication, and interpersonal skills are required, including the ability to work with all levels of management and the bank's vendors.

The employee will have access to and knowledge of all employees' accounts, customer information, and the bank's finances, so maintaining confidentiality is crucial. The role involves working in an indoor office setting in a light work situation, requiring the ability to remain stationary for 50% of the time and occasionally move around the office to access file cabinets and office machinery. Constantly operating a computer and other office productivity equipment is also required.