Client Relationship Manager (Full-Time - Non-Exempt)

Peoples Bank and Trust • McPherson, KS

4d

About The Position

The Peoples Financial Client Relationship Manager will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, managing social media accounts, generating and mailing correspondence, planning and setting up client and corporate events, and completing other administrative tasks as assigned.

Requirements

• High School Diploma or equivalent required
• Full knowledge of financial services offered by Peoples Bank and Trust, understanding of all PBT policies and procedures related to financial services provided, and functional understanding of reports required to manage financial records
• 2+ years experience in banking, accounting, or a similar financial institution preferred
• Attention to detail
• Strong written and verbal communication skills
• Self-motivation
• Self-management
• Ability to consistently follow through on tasks
• Problem solving
• Organized
• Analytical
• Interpersonal
• Proficient with Microsoft Office
• Customer relationship building
• Time management
• Computer literacy
• Strong ability to multi-task

Nice To Haves

• experience with CRM systems preferred
• experience with event planning preferred
• experience managing social media platforms a plus, but not required

Responsibilities

• Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service
• Interact with clients in person and over the phone
• Prepare and review new account paperwork
• Plan and facilitate client and marketing events
• Facilitate and resolve client service requests
• Apply a working knowledge of operations/client-service processes
• Work independently, effectively, and efficiently
• Responsibly manage the social media channels (Facebook and LinkedIn)
• Ensure paperwork is prepared and provided for all client meetings
• Handle confidential and/or sensitive information responsibly
• Maintain administrative functions of the office such as office supplies and mail
• Various other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees