Client Service Specialist

About the role

The Client Service Specialist is a customer-focused role at Park State Bank, dedicated to the success of the bank through exceptional and personalized service to clients.

Responsibilities

• Provide high-touch client service, anticipating and proactively addressing client needs with tailored solutions and recommendations.
• Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations.
• Demonstrate a passion for exceptional customer service and client satisfaction.
• Aid clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies.
• Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions.
• Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently.
• Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives.
• Identify and promote bank products and services to meet client needs.
• Ensure strict adherence to all banking regulations, policies, and procedures.
• Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care.
• Adapt to changing priorities and work effectively in a fast-paced retail environment.
• Maintain accurate records of client interactions, transactions, and account updates.
• Uphold a high standard of service quality to contribute to the bank's success.

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
• Participates in bank training
• Complies with all regulations related to job duties
• Effectively communicates and develops good working relationships with co-workers and clients

Working conditions

• Handles stressful situations and functions in a fast-paced environment while remaining calm and precise.
• Communicates in a clear, concise, and pleasant manner.
• Willingness to travel to other branches is essential.
• May work longer hours than scheduled.
• Maintains deadlines, multi-tasks, and adjusts priorities as necessary.
• Requires strong organizational, analytical, communication, and interpersonal skills.
• Self-starter who challenges existing processes and implements efficiencies and cost-saving solutions.
• Has access to and knowledge of all employees' accounts, customer information, and the bank's finances, maintaining confidentiality.

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.
• Knowledge of banking products, services, and regulatory compliance.
• Ability to work effectively in a team and independently.
• Efficiently multi-tasks and demonstrates excellent problem-solving skills and attention to detail.
• Maintains utmost confidentiality of clients' information at all times.

Other skills and abilities

• Strong communication skills and ability to effectively communicate with others.
• Client service focused.
• Resourceful, well organized, and multitasking ability in a fast-paced environment.
• Effective decision-making skills.
• High school diploma or equivalent.
• 1-2 years working in a customer-facing capacity, specifically in banking (preferred), retail, or hospitality.

Pay

$18 - $20 / hour

Schedule

Full time