Client Service Specialist

About the role

Core values: GROWTH, TEAMWORK, RESPONSIVE, TRANSPARENT, INNOVATIVE. Mission: To deliver exceptional client service, strategic banking solutions and a community-friendly experience. 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.

Responsibilities

• 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.
• Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations.
• Demonstrate a genuine passion for providing exceptional customer service and a commitment to ensuring client satisfaction in every interaction.
• Assist 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 for each client’s needs.
• 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 opportunities to promote and cross-sell bank products and services to meet client’s needs.
• Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction.
• 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, contributing to the overall success of the bank's client service initiatives.
• Other duties as may be assigned.
• 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 clients.
• Handle stressful situations and function in a very fast-paced environment while remaining calm and precise.
• Possess excellent interpersonal and organizational skills and enjoy working with the public.
• 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.
• Meet deadlines, multi-task and adjust priorities as necessary.
• Possess strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management and the Bank’s vendors.
• Be a self-starter who challenges existing processes and can identify and implement efficiencies and cost-saving solutions.
• Maintain utmost confidentiality of client information at all times.
• Work 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).
• 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 operate a computer and other office productivity equipment.
• Frequently communicate with employees, customers and vendors.
• Be required to travel to branches within the region on a weekly basis, so must have a valid driver’s license and reliable transportation.
• Exchange accurate information both orally and written in English.
• Despite ongoing security training, there is always the possibility of a bank robbery.
• 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.

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