What are the responsibilities and job description for the Financial Service Professional position at Park State Bank?
About Us:
Park State Bank is a leading provider of financial services, dedicated to delivering exceptional customer experiences. We are committed to building long-term relationships with our clients, providing them with personalized service and expert financial advice.
Job Summary:
We are seeking a highly skilled and motivated individual to join our team as a Client Service Specialist. In this role, you will serve as a trusted advisor to our clients, helping them with various banking needs, such as account management, financial guidance, and product inquiries.
- 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.
Requirements:
- High school diploma or equivalent.
- 1-2 years of experience in a customer-facing capacity, preferably in banking, retail, or hospitality.
