Client Relations Specialist (#4334)

Purpose: This position serves our customers by effectively and efficiently processing both financial and non-financial transactions. Serving as our customer’s initial point of contact in the branch, this position helps the bank build strong relationships by providing an outstanding community banking experience.

Essential Duties & Responsibilities

Build Strong Relationships by acting as the bank’s initial contact with its customers as they enter the branch. Consistently providing an outstanding service experience for every bank customer as you perform the following functions:

Effectively and Efficiently Process Customer Transactions: Meet and exceed bank service standards, greeting and acknowledging each customer and making them feel welcome while closely following bank processes and security procedures. (20%)

Teller Operations: Ensure that all duties in the teller area are completed accurately and timely, including branch capture and coin machine balancing/operating. Open up Safe Deposit Boxes for customers. (50%)

Actively Assist In Service, Maintain, Retain, and Grow Customer Accounts. Manage customer on-line records. Resolve basic customer service issues, unauthorized purchases, on-line banking help, debit cards, account balancing, and various account questions. Assist with walk-in customer traffic, answer customer calls related to product questions, issues, rates, etc. Ask discovery questions during service transactions.

Process ATM Deposits/Do Monthly Security Audit for Bank. Monitor and review customer account status. Open new accounts, debit cards, check orders, etc. Complete on-boarding process. (20%)

Business/Customer Development: Using a service centered approach, assist the bank in developing its customer base and product distribution by identifying customer needs and referring them to the appropriate person or product (or addressing need when appropriate).

Specifically responsible for:

• Working in tandem with the banking staff in developing new customer relationships and expanding services to existing commercial banking relationships, with the goal of increasing core deposits and revenues

Build Strong Communities: Participate in community events, including staffing at least two events (art festivals, community celebrations, etc.) and participating in at least two community festivals (parades, bank-sponsored outreach events, etc.) per year. (5%)

Teamwork: Work as a team with other Bankers to complete daily tasks, demonstrating respect and professionalism, being prompt, and minimizing unplanned absences. Provide high levels of service to our internal colleagues with the understanding that our levels of internal service directly impact the service we can provide to our external customers. Be flexible and accepting of changes in schedule, assignments, responsibilities or hours worked. (5%)