Customer Relations Specialist
About The Position
Cornerstone Bank is seeking a Customer Relations Specialist to deliver exceptional service to customers while supporting branch operations. The role handles customer transactions—including deposits, withdrawals, payments, and account maintenance—in accordance with bank policies and regulatory requirements. The specialist builds trusted customer relationships by understanding needs, sharing product knowledge, and providing guidance to help customers achieve financial goals. The position also supports daily branch operations, ensures transactional accuracy, and maintains compliance with applicable laws and regulations. The position performs work independently within established guidelines and practices, consulting with the Manager when clarification or an exception to Bank policy may be required. The listed duties describe the general nature and level of the work and are not exhaustive.
Requirements
- Demonstrated customer service skills.
- Comfort with performing basic math calculations.
- Attention to detail and ability to multitask.
- Strong verbal and written communication skills, including active listening and professional communication.
- Strong interpersonal skills and ability to deal with customers tactfully and diplomatically.
- Excellent organizational skills.
- Ability to handle sensitive and confidential situations and documentation.
- Availability to work extended and/or weekend hours and attend training as needed.
- Ability to use various types of office equipment, including a computer terminal.
- High school diploma or equivalent.
Nice To Haves
- Six months of banking or retail cash handling/customer service experience is preferred.
Responsibilities
- Provide efficient, effective, and courteous customer service.
- Process customer transactions such as deposits, withdrawals, payments, night drop bags, and check cashing.
- Handle complex inquiries, open and close accounts, perform account maintenance, and handle customer inquiries.
- Maintain knowledge of the Bank's products and services; identify customer financial goals and proactively provide guidance through established customer experience processes.
- Follow up with customers as outlined in customer experience processes and work within the established framework to achieve branch targets.
- Ensure activities are accurate, balance transactions and cash at the end of the day, and participate in branch settlement.
- Process transactions and complete documentation in compliance with applicable laws and regulations, including Regulation CC and the Bank Secrecy Act.
- Assist with branch operational and administrative activities, including opening and closing, balancing the ATM, mail deliveries, and general customer inquiries.
- Perform duties in accordance with regulatory compliance guidelines and management direction.
- Perform other related duties as requested.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
