Relationship Banking Support Specialist - FULL-TIME OR PART-TIME

Profinium • Fairmont, MN

403d

About The Position

The position is focused on enhancing customer relationships and improving customer service within the bank. The individual will greet and direct walk-in customers, answer telephones, and assist customers with their banking needs. This role involves a variety of administrative duties aimed at creating an exceptional client experience, and it can be offered as either full-time or part-time.

Requirements

• Strong customer service skills and a friendly demeanor.
• Understanding of bank products and services.
• Ability to assist customers with account information and general questions.
• Proficient in handling phone calls and directing them appropriately.
• Experience with non-cash banking functions such as deposits and transfers.
• Knowledge of debit card support and fraud identification.
• Ability to balance spreadsheets and General Ledgers accurately.
• Familiarity with compliance regulations and laws related to banking duties.

Nice To Haves

• Experience in a banking or financial services environment.
• Familiarity with Client Relationship Management (CRM) systems.
• Strong organizational skills and attention to detail.

Responsibilities

• Greet walk-in customers in a friendly, professional manner and direct them to the proper personnel.
• Assist customers with banking questions and provide information about bank products and services.
• Answer incoming calls and direct them to the appropriate department or person.
• Perform non-cash functions for customers, including deposits and transfers.
• Provide general debit card support, including fraud identification and transaction support.
• Assist with balancing spreadsheets and General Ledgers for the department as needed.
• Oversee client access to and security of the safety deposit box vault.
• Monitor the Client Relationship Management (CRM) System and assist with escalations.
• Assist clients with online account opening and loan applications as needed.
• Recognize suspicious behavior and consult management on transactions when necessary.
• Comply with laws and regulations related to all duties performed.
• Conduct account reviews for accuracy and compliance.
• Perform various administrative functions such as check ordering and maintaining the employee telephone directory.
• Manage supply inventory and public postings in the lobby.
• Ensure entrance doors open and lock at appropriate times.
• Distribute mail, including return mail, and perform other assigned duties.

Benefits

• Flexible scheduling options for full-time or part-time work.
• Opportunities for professional development and training.

What This Job Offers

• Job Type: Part-time
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed