Client Service Specialist

Park State Bank•Hermantown, MN

2d•Hybrid

About The Position

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.

Requirements

High school diploma or equivalent
1-2 years working in a customer-facing capacity, specifically in banking (preferred), retail, or hospitality
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 products, services, and regulatory compliance.
Ability to work effectively in a team and independently.
Efficiently able to multi-task along with excellent problem-solving skills and attention to detail
Maintain utmost confidentiality of Clients information at all times.
Strong communication skills along with the ability to effectively communicate with others
Client service focused
Resourceful, well organized and ability to multitask in a face paced environment.
Effective decision-making skills
Strong attention to detail
Willingness to travel to other branches is essential.
Must possess strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management and the Bank’s vendors.
Must be a self-starter who challenges existing processes and can identify and implement efficiencies and cost-saving solutions.
Must have a valid driver’s license and reliable transportation.
Must be able to exchange accurate information both orally and written in English.

Nice To Haves

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.

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 individually.
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.