Client Service Specialist
Company: Park State Bank
Location: Duluth
Posted on: February 1, 2025
Job Description:
Description:POSITION SUMMARY: The Client Service Specialist is a
customer-focused role, dedicated and vital to the success of Park
State Bank. In this role, you will serve as a trusted advisor to
our customers, helping them with various banking needs, such as
account management, financial guidance, and product inquiries. The
ideal candidate will have a strong understanding of banking
products, excellent communication skills, and a commitment to
delivering impactful and outstanding customer service.
Key Responsibilities:
- High-Touch Client Service: Provide exceptional and personalized
service to every client, ensuring their banking needs are met with
care and attention. Anticipate and proactively address client needs
by offering tailored solutions and recommendations. Be readily
available to clients, whether in person, over the phone, or via
email, to promptly assist with inquiries or concerns.
- Client Consultation: Engage with clients to understand their
financial needs and goals, providing personalized solutions and
recommendations.
- Client Focus: Demonstrate a genuine passion for providing
exceptional customer service and a commitment to ensuring client
satisfaction in every interaction.
- Account Services: Assist clients with account openings,
closures, updates, and general inquiries, ensuring accuracy and
compliance with bank policies.
- Product Knowledge: Maintain a deep understanding of the bank's
products and services to educate customers and recommend
appropriate solutions for each Client's needs individually.
- Transaction Processing: Handle client transactions, including
deposits, withdrawals, and fund transfers, accurately and
efficiently.
- Financial Guidance: Offer basic financial advice, such as
budgeting tips and savings strategies, to help clients achieve
their financial objectives.
- Cross-selling: Identify opportunities to promote and cross-sell
bank products and services to meet client's needs.
- Compliance: Ensure strict adherence to all banking regulations,
policies, and procedures in every client interaction.
- Client Relationship Management: Build and maintain strong
client relationships, addressing inquiries and concerns with
professionalism and care.
- Adaptability and Flexibility: Adapt to changing priorities and
work effectively in a fast-paced retail environment.
- Documentation: Maintain accurate records of client
interactions, transactions, and account updates.
- Quality Assurance: 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 clientsWORKING CONDITIONS:Will
need to 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. Must possess strong organizational, analytical,
communication, and interpersonal skills, including the ability to
work with all levels of management and the Bank's vendors. Must be
a self-starter who challenges existing processes and can identify
and implement efficiencies and cost-saving solutions. Will have
access to and knowledge of all employees' accounts, customer
information, and the bank's finances, so the ability to keep
information confidential is extremely important.
The employee will be working in an indoor office setting in a light
work situation (exerting up to 20 lbs. of force frequently, and/or
a negligible amount of force constantly to move objects). Must be
able to remain in a stationary position 50% of the time and be able
to occasionally move about inside the office to access file
cabinets, office machinery, etc. Constantly operates a computer and
other office productivity equipment. Employee frequently
communicates with employees, customers and vendors. Will be
required to travel to branches within region on a weekly basis, so
must have a valid driver's license and reliable transportation.
Must be able to exchange accurate information both orally and
written in English. Employee will be required to travel to branches
located within the region.
Despite ongoing security training, there is always the possibility
of a bank robbery.
GENERAL NOTICE:This description is not designed to cover or contain
a comprehensive list of activities, duties or responsibilities that
are required of the employee. Other duties may be assigned as
necessary.
Role Qualifications:
- Education or certifications related to customer service or
retail management is a plus. Previous experience in a customer
service or retail banking role is preferred.
- 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.Other Skills and Abilities
- Strong communication skills along with the ability to
effectively communicate with others
- Client service focused
- Resourceful, well organized and ability to multitask in a face
paced environment.
- Effective decision-making skills
- Strong attention to detail
Requirements:
- High school diploma or equivalent
- 1-2 years working in a customer-facing capacity, specifically
in banking (preferred), retail, or hospitality
PI460ad43a0403-37248-33877427
Keywords: Park State Bank, Duluth , Client Service Specialist, Other , Duluth, Minnesota
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