Client Service Specialist
Company: Park State Bank
Location: Duluth
Posted on: February 1, 2025
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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
accuratelyMaintains confidentiality of client account
informationFollows established policies and procedures in
responding to inquiries and requestsWillingly participates in bank
trainingIn compliance with all regulations related to job
dutiesEffectiveness 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 detailMaintain
utmost confidentiality of Clients information at all times.Other
Skills and AbilitiesStrong communication skills along with the
ability to effectively communicate with othersClient service
focusedResourceful, well organized and ability to multitask in a
face paced environment.Effective decision-making skillsStrong
attention to detailRequirements:High school diploma or
equivalent1-2 years working in a customer-facing capacity,
specifically in banking (preferred), retail, or
hospitalityPI242b844d109b-25660-33877427
Keywords: Park State Bank, Duluth , Client Service Specialist, Other , Duluth, Minnesota
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