Customer Relationship Specialist

About the role

The Customer Relationship Specialist (CRS) has a broad range of responsibilities in the bank that play a vital role in our customers' experience. In addition to the essential duties and responsibilities of a Customer Relationship Assistant (CRA), The CRS will assist customers with regular financial transactions, build strong relationships, understand their financial needs, and help identify solutions by directing them to the products that best meet their needs.

Responsibilities

• Understand and protect all customer information, while adhering to all customer confidentiality procedures.
• Cultivate and strengthen and maintain relationships with our customers.
• Act as a financial partner by servicing the customers' needs, understanding how they bank, and recognizing opportunities.
• Maintain a thorough knowledge and understanding of the products and services we have to offer.
• Perform a wide range of services including deposit account opening, servicing and maintenance accounts, account closings, and daily customer transactions to ensure that applicable regulations, disclosures, policies and procedures are followed.
• Perform Business Development functions to help originate new business.
• Foster teamwork and collaboration to build relationships with team members and other departments.
• Positive, professional and proactive in everyday interactions (with co-workers and customers).
• Take the initiative to learn and grow professionally.

Requirements

• A high school diploma or general education degree (GED)
• Two to three years bank-related experience and/or training
• Or equivalent combination of education and experience
• Customer service and cash handling skills are preferred

Qualifications for Success

• Must be eager and willing to learn.

Skills

• Understanding and protecting customer information
• Building and maintaining customer relationships
• Financial partnership and product knowledge
• Service and transaction management
• Business development
• Teamwork and collaboration
• Professionalism and initiative

Benefits

• Competitive Salary
• Personal paid time off, as eligible
• 401K and Employee Stock Option Plan, as eligible
• Fitness reimbursement
• Learning, development and growth opportunities

Pay

Competitive Salary

Schedule

N/A

Benefits

• Personal paid time off, as eligible
• 401K and Employee Stock Option Plan, as eligible
• Fitness reimbursement
• Learning, development and growth opportunities