Customer Relationship Specialist

The Bank of Missouri•Branson, MO

About The Position

The Customer Relationship Specialist (CRS) supports the customer experience through a broad range of banking responsibilities. In addition to the essential duties and responsibilities of a Customer Relationship Assistant, the CRS assists customers with routine financial transactions, builds relationships, learns about customers’ financial needs, and helps identify solutions by directing them to suitable products and services. The role also includes originating new business and collaborating with colleagues and other departments. The Bank of Missouri is an independent community bank founded on accountability, community service, and financial conservatism. It emphasizes caring for people and communities, customer-focused service, and providing employees with resources and opportunities to grow their careers.

Requirements

High school diploma or GED.
Two to three years of bank-related experience and/or training, or an equivalent combination of education and experience.
Willingness to learn.

Nice To Haves

Customer service skills.
Cash handling skills.

Responsibilities

Protect customer information and follow customer confidentiality procedures.
Cultivate, strengthen, and maintain relationships with customers.
Service customers’ needs, understand how they bank, and recognize opportunities to assist them as a financial partner.
Maintain thorough knowledge of the bank’s products and services.
Open, service, maintain, and close deposit accounts, and process daily customer transactions in accordance with applicable regulations, disclosures, policies, and procedures.
Perform business development functions to help originate new business.
Foster teamwork and collaboration with team members and other departments.
Maintain positive, professional, and proactive interactions with coworkers and customers.
Take initiative to learn and grow professionally.
Complete required training in a timely manner.