Client Service Specialist

About the Role

We are seeking a Client Service Specialist to provide exceptional customer service and support a wide range of banking activities. In this role, you will assist clients with account services, financial guidance, transactions, and product recommendations while building long-term relationships and ensuring compliance with banking policies and regulations.

Responsibilities

• Deliver personalized customer service through in-person, phone, and email interactions.
• Build strong client relationships by understanding financial needs and recommending appropriate banking products and services.
• Aid clients with account openings, updates, closures, and general account inquiries.
• Process deposits, withdrawals, transfers, and other banking transactions accurately and efficiently.
• Provide basic financial guidance, including budgeting and savings recommendations.
• Identify opportunities to cross-sell banking products and services that meet client needs.
• Maintain accurate records of client interactions, transactions, and account information.
• Serve as a liaison between clients and branch management, addressing issues and resolving conflicts.
• Ensure compliance with banking regulations, policies, and internal procedures.
• Resolve customer inquiries and concerns professionally and promptly.
• Collaborate with team members to support branch operations and service initiatives.
• Travel to regional branch locations as required.
• Perform additional duties as assigned.

Qualifications

• A high school diploma or equivalent required.
• One to two years of customer-facing experience, preferably in banking, retail, or hospitality.
• Previous retail banking experience is preferred.
• Strong knowledge of banking products, services, and regulatory compliance.
• Excellent verbal and written communication skills.
• Strong customer service and relationship-building abilities.
• Proficiency with banking software, point-of-sale (POS) systems, and standard office technology.
• Strong organizational, analytical, and problem-solving skills.
• Ability to multitask and perform effectively in a fast-paced environment.
• Ability to maintain confidentiality and handle sensitive financial information with professionalism.
• A valid driver's license and reliable transportation for travel between branch locations.