What are the responsibilities and job description for the Relationship Building Professional position at Park State Bank?
About Park State Bank
We are committed to delivering exceptional client service and strategic banking solutions that exceed our customers' expectations.
Job Overview
The Client Service Specialist will play 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
- Client Relationship Building
- Account Services
- Financial Guidance
Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care.
Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies.
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