Client Service Specialist (CSS)
Core
Nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions.
Role type
Client Service Specialist (retail banking)
Builds
Banking center operations and customer account management
Domain
Retail Banking
Deliverable
client delivery
Required skills
customer relationship management, financial transaction processing, assessment tool utilization, account opening, fraud prevention, policy compliance, teamwork, time management, conflict resolution, Microsoft Office applications
Preferred skills
knowledge of bank products and services, cash handling experience, bachelor's degree
Responsibilities
Cultivate professional relationships with customers, process account transactions accurately, maintain detailed notes regarding customer interactions, facilitate and process account transactions, open new accounts with management approval, provide backup and assistance to other retail banking locations, resolve client concerns, complete all essential training
Seniority
Entry-level to Junior, hands-on IC