Client Relationship Officer; Cro

Job Details

Job Location:

Port Angeles - Port Angeles, WA 98362

Position Type:
Part Time

Education Level: High School

Salary Range: $20.40 - $30.50

Hourly

Job Category:
Banking

The Client Relationship Officer (CRO) is responsible for delivering excellent customer service through personalized, efficient, and accurate handling of client needs, and functions as a full-service financial counselor for deposit and consumer loan products. The CRO enhances relationships by developing rapport with clients and cross-selling bank products to satisfy needs. The duties of the CRO include, but are not limited to, opening all account types and safe deposit boxes, answering phones, and following up on client inquiries.

The CRO can serve as a back-up for the Client Success Champions (CSC) on the teller line. Duties include but not limited to, processing all teller transactions, answering phones, following-up on customer inquiries and assisting in various Branch Support related tasks.

This is a part-time position that will average 30 hours per week and will require Saturdays on a rotating basis, once fully-trained. This position is eligible for medical benefits.

High School diploma or GED. Progressive position levels available including senior level (CRO II), depends on experience. Must have an overall understanding of bank operations and regulatory compliance. Must be able to develop relationships with clients by transacting accurately, cross-selling and calling on existing and potential clients. Skill competencies required include, but are not limited to:

• Proficient with all consumer and business deposit products.
• Excellent interpersonal, relationship building, and business development skills.
• Ability to manage performance to goals.
• Strong client-focus with effective listening skills.
• Flexible with shifting priorities.
• Ability to work both independently and as a team player.
• Practice ethical behavior and understand the need for confidentiality.
• Strong organizational and multi-tasking skills in a fast-paced environment.
• Excellent verbal and written communication skills.
• Branch hours to include Saturday hours.
• Must be an active community participant.
• Must have an overall understanding of Bank operations and regulatory compliance and Bank Secrecy Act.

• Branch consistently meets Retail Scorecard Goals. This is a collaborative effort, and each position plays a role.
• Opens accounts for new and current clients, assisting them in determining the account(s) which best meets client's personal banking needs.
• Close the sale of deposit products.
• Cross-sells additional bank services to new and existing clients; refers clients to appropriate departments with loan and household goals in mind.
• Ensures that new account forms are completed accurately, timely, and according to bank and regulatory standards; routes forms to the appropriate departments.
• Mantains tracking for follow-up of new and closed accounts.
• Secures new account and overdraft protection approval via appropriate tools.
• Understands how to link client accounts for online banking and mobile banking.
• Assists clients with loan applications.
• Proficient with calculating loan payments using NADA.
• Proficient with CMSE, DO2, Teller Insight, Chex Systems, Verafin, and Equifax e-Port.
• CRO is conversant with all deposit product types including IRA and HSA.
• Participates in achieving goals by making phone calls to clients, and potential clients, following up on inquiries, and by conducting business development calls.
• Works closely with Relationship Manager (and CRO II) on business prospecting and business development.
• Completes all required compliance training and actively participates in self-development to increase productivity.

• Provides excellent customer service and meets service standards.
• Actively listens for client solutions and makes recommendations.
• Responds to client inquires and requests in a timely manner.
• Provides prompt, efficient, and accurate service when opening accounts, loans and able to back up on the Client Success Champion line with accuracy.
• Answer calls…