What are the responsibilities and job description for the Client Service Ambassador position at Park State Bank?
About Park State Bank
We are a dynamic banking institution committed to delivering exceptional client service and strategic banking solutions. Our mission is to provide a community-friendly experience that exceeds our customers' expectations.
Job Summary
The Client Service Specialist plays a vital role in achieving our mission by serving as a trusted advisor to our customers. In this customer-focused position, you will assist clients with various banking needs, including account management, financial guidance, and product inquiries.
Main Responsibilities
- High-Touch Client Service
- Client Consultation
- Account Services
- Product Knowledge
- Financial Guidance
Provide 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.
Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations.
Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies.
Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions for each client's needs individually.
Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives.
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
Must 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.
