Client Service Specialist jobs in United States
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Park State Bank · 7 hours ago

Client Service Specialist

Park State Bank is a customer-focused organization looking for a Client Service Specialist. In this role, you will serve as a trusted advisor to customers, assisting with account management, financial guidance, and ensuring exceptional customer service.

BankingFinancial Services

Responsibilities

Provide exceptional and personalized service to every client, ensuring their banking needs are met with care and attention
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

Qualification

Banking products knowledgeCustomer service skillsCommunication skillsRetail software proficiencyRegulatory compliance knowledgeProblem-solving skillsAttention to detailTeamwork abilityOrganizational skillsDecision-making skills

Required

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

Preferred

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

Company

Park State Bank

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Park State Bank is a full service financial institution and community bank.

Funding

Current Stage
Growth Stage
Total Funding
$0.1M
2013-10-22Seed· $0.1M

Leadership Team

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Christina Cavallin
Chief Financial Officer
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Beth Hyduke
Chief Credit Officer
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Company data provided by crunchbase