What are the responsibilities and job description for the Client Service Associate position at Park State Bank?
About the Role:
As a Client Service Specialist at Park State Bank, you will play a vital role in delivering exceptional customer service and ensuring the success of our bank. This is a customer-focused position that requires a dedicated and detail-oriented individual who can provide personalized support to our clients.
In this role, you will be responsible for serving as a trusted advisor to our customers, helping them with various banking needs such as account management, financial guidance, and product inquiries. You will need to have a strong understanding of banking products, excellent communication skills, and a commitment to delivering impactful and outstanding customer service.
Main Responsibilities:
• Provide high-touch client service by offering tailored solutions and recommendations to meet client needs
• Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations
• Demonstrate a genuine passion for providing exceptional customer service and a commitment to ensuring client satisfaction in every interaction
• 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
• Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently
• Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives
• Identify opportunities to promote and cross-sell bank products and services to meet client needs
• Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction
• Build and maintain strong client relationships, 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:
• 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:
The ideal candidate will 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.
As a Client Service Specialist at Park State Bank, you will play a vital role in delivering exceptional customer service and ensuring the success of our bank. This is a customer-focused position that requires a dedicated and detail-oriented individual who can provide personalized support to our clients.
In this role, you will be responsible for serving as a trusted advisor to our customers, helping them with various banking needs such as account management, financial guidance, and product inquiries. You will need to have a strong understanding of banking products, excellent communication skills, and a commitment to delivering impactful and outstanding customer service.
Main Responsibilities:
• Provide high-touch client service by offering tailored solutions and recommendations to meet client needs
• Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations
• Demonstrate a genuine passion for providing exceptional customer service and a commitment to ensuring client satisfaction in every interaction
• 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
• Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently
• Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives
• Identify opportunities to promote and cross-sell bank products and services to meet client needs
• Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction
• Build and maintain strong client relationships, 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:
• 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:
The ideal candidate will 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.
