Customer Service Officers

The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering impactful and outstanding customer service.
High-Touch Client Service: Provide exceptional and personalized service to every client, ensuring their banking needs are met with care and attention. Be readily available to clients, whether in person, over the phone, or via email, to promptly assist with inquiries or concerns.

• Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations.
• Client Focus: Demonstrate a genuine passion for providing exceptional customer service and a commitment to ensuring client satisfaction in every interaction.
• Account Services: 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.
• Transaction Processing: Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently.
• Financial Guidance: 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.
• Compliance: Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction.
• Maintain accurate records of client interactions, transactions, and account updates.
• Quality Assurance: Uphold a high standard of service quality, contributing to the overall success of the bank's client service initiatives.

PERFORMANCE MEASURES:

Will have access to and knowledge of all employees’ accounts, customer information, and the bank’s finances, so the ability to keep information confidential is extremely important.

The employee will be working in an indoor office setting in a light work situation (exerting up to 20 lbs. Must be able to remain in a stationary position 50% of the time and be able to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity equipment. Employee frequently communicates with employees, customers and vendors. Will be required to travel to branches within region on a weekly basis, so must have a valid driver’s license and reliable transportation. Must be able to exchange accurate information both orally and written in English. Employee will be required to travel to branches located within the region.

Despite ongoing security training, there is always the possibility of a bank robbery.

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.
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.
Client service focused
High school diploma or equivalent
~1-2 years working in a customer-facing capacity, specifically in banking (preferred), retail, or hospitality

18-20 Hourly Wage