What are the responsibilities and job description for the Relationship Banking Specialist position at Park State Bank?
About Us:
At Park State Bank, we are committed to delivering exceptional customer service and ensuring the success of our clients. We are seeking a highly skilled and dedicated individual to join our team as a Client Service Specialist. This is an exciting opportunity for someone who is passionate about providing outstanding customer service and has a strong understanding of banking products and services.
The Role:
As a Client Service Specialist, 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 excellent communication skills, a commitment to delivering impactful and outstanding customer service, and a strong understanding of banking products and services.
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
Key Skills and Qualifications:
• Strong interpersonal and communication skills, both verbal and written
• Proficiency in using retail software systems, point-of-sale (POS) terminals, and other relevant technology platforms commonly used in retail environments
• Knowledge of banking products, services, and regulatory compliance
• Ability to work effectively in a team and independently
• Efficiently able to multi-task along with excellent problem-solving skills and attention to detail
• Maintain utmost confidentiality of Clients' information at all times
Benefits:
• Competitive salary and benefits package
• Opportunities for professional growth and development
• Collaborative and dynamic work environment
• Recognition and rewards for outstanding performance
At Park State Bank, we are committed to delivering exceptional customer service and ensuring the success of our clients. We are seeking a highly skilled and dedicated individual to join our team as a Client Service Specialist. This is an exciting opportunity for someone who is passionate about providing outstanding customer service and has a strong understanding of banking products and services.
The Role:
As a Client Service Specialist, 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 excellent communication skills, a commitment to delivering impactful and outstanding customer service, and a strong understanding of banking products and services.
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
Key Skills and Qualifications:
• Strong interpersonal and communication skills, both verbal and written
• Proficiency in using retail software systems, point-of-sale (POS) terminals, and other relevant technology platforms commonly used in retail environments
• Knowledge of banking products, services, and regulatory compliance
• Ability to work effectively in a team and independently
• Efficiently able to multi-task along with excellent problem-solving skills and attention to detail
• Maintain utmost confidentiality of Clients' information at all times
Benefits:
• Competitive salary and benefits package
• Opportunities for professional growth and development
• Collaborative and dynamic work environment
• Recognition and rewards for outstanding performance
