Client Relationship Manager Non-Exempt

ROLE

The Peoples Financial Client Relationship Manager will assist the team in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, managing social media accounts, generating and mailing correspondence, planning and setting up client and corporate events, and completing other administrative tasks as assigned.

• Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service
• Interact with clients in person and over the phone
• Prepare and review new account paperwork
• Plan and facilitate client and marketing events
• Facilitate and resolve client service requests
• Apply a working knowledge of operations/client‑service processes
• Work independently, effectively, and efficiently
• Responsibly manage the social media channels (Facebook and Linked In)
• Ensure paperwork is prepared and provided for all client meetings
• Handle confidential and/or sensitive information responsibly
• Maintain administrative functions of the office such as office supplies and mail

Various other duties as assigned.

Education/Certification: High School Diploma or equivalent required

Required Knowledge: Full knowledge of financial services offered by Peoples Bank and Trust, understanding of all PBT policies and procedures related to financial services provided, and functional understanding of reports required to manage financial records

Experience

Required:

2+ years experience in banking, accounting, or a similar financial institution preferred, experience with CRM systems preferred, experience with event planning preferred, experience managing social media platforms a plus, but not required

Skills/Abilities: Attention to detail, strong written and verbal communication skills, self‑motivation, self‑management, ability to consistently follow through on tasks, problem solving, organized, analytical, interpersonal, proficient with Microsoft Office, customer‑relationship building, time management, computer literacy, and a strong ability to multi‑task

TALKING: Ability to speak effectively and communicate clearly

AVERAGE HEARING: Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel

REPETITIVE MOTION: The employee is regularly required to type throughout the day

FINGER DEXTERITY: The employee is regularly required to use their hands to type and maneuver a mouse

AVERAGE VISION: Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts)

PHYSICAL STRENGTH: The employee may occasionally lift and/or move up to 25 pounds (unassisted), as well as stand or sit for long periods of time

General professional office environment with climate control. Adequate lighting. Occasional additional hours outside of regular bank service hours to complete tasks. Occasional travel is necessary to any/all bank branches as necessary.

REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization.

MATHEMATICS ABILITY: Strong numeric capabilities; ability to add, subtract, multiply, and divide in all units of measure using whole numbers and common fractions.

LANGUAGE ABILITY: Ability to read, analyze, and interpret documents. Ability to communicate clearly.