Job Title: Client Relationship Specialist
">Job Description:
In a client-facing role, you will engage with clients to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATMs. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting them to solutions that meet their financial goals.
">Key Responsibilities:
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet their financial needs
• Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls effectively
• Drive the client experience
• Manage cash responsibilities
">Required Skills and Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients' needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
">Benefits:
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
">Why Join Us?
At our company, we are committed to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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TITLE: Customer Advocate
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