Client Service Specialist

Client Service Specialist

Park State Bank
• Two Harbors, Minnesota, United States

POSITION SUMMARY: 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. Anticipate and proactively address client needs by offering tailored solutions and recommendations.
• Client Consultation:
  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.
• Product Knowledge:
  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.
• Cross-selling:
  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.
• Client Relationship Management:
  Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care.
• Adaptability and Flexibility:
  Adapt to changing priorities and work effectively in a fast-paced retail environment.
• Documentation:
  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.

• Other duties as may be assigned.

• Balances efficiently and accurately.
• Makes confidentiality of client account information.
• Follows established policies and procedures in responding to inquiries and requests.
• Willingly participates in bank training.
• In compliance with all regulations related to job duties.
• Effectiveness of communications and development of good working relationships with co-workers and clients.

Must have excellent interpersonal and organizational skills, including the ability to meet deadlines, multi‑task, and adjust priorities in a fast‑paced environment. Must maintain confidentiality of client information and exhibit strong analytical and communication skills.

This description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties may be assigned as necessary.

• 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.
• 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 multi‑task with excellent problem‑solving skills and attention to detail.
• Maintain utmost confidentiality of client information at all times.

• Strong communication skills and ability to effectively communicate with others.
• Client service focused.
• Resourceful, well organized, and able to multitask in a fast‑paced environment.
• Effective decision‑making skills.
• Strong attention to detail.

• 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