Banking Client Experience Specialist

FSBT; Minnesota; On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

401(k) matching

Profit Sharing

Health Insurance

Dental Insurance

Vision Insurance

Employee Assistance Program

Flexible spending account

Health savings account

Paid holidays

Paid time off

Job summary

First State Bank and Trust is seeking motivated individuals for Client Services to support clients and the community. The role emphasizes handling inquiries via phone, Banno/Helpline channels, and email while maintaining high standards of service and accuracy.

Responsibilities include managing calls, resolving problems, and leveraging internal tools like HUB. A background in banking, together with strong communication and multitasking skills, will help drive exceptional client experiences.

Qualifications

• At least 1–2 years of customer service experience.
• 1–2 years in a financial institution role or related field preferred.
• Experience handling client calls, messages, and emails.
• Proficiency with Microsoft-based applications and ability to learn new software.

Responsibilities

• Manage main phone lines and respond to Helpline calls, messages, and emails.
• Troubleshoot and act as a information/technical resource for clients.
• Refer clients to products and services as appropriate.
• Identify opportunities for staff training and resource tools.
• Assist with Client Services operations and administration.
• Use HUB for daily client servicing and note-keeping.

Skills

Customer service

Phone support

Microsoft Office

Multitasking

Attention to detail

Education

High school diploma/GED

Post-secondary degree preferred

Job description

First State Bank and Trust is seeking motivated individuals for Client Services to support clients and the community. The role emphasizes handling inquiries via phone, Banno/Helpline channels, and email while maintaining high standards of service and accuracy.

Responsibilities include managing calls, resolving problems, and leveraging internal tools like HUB. A background in banking, together with strong communication and multitasking skills, will help drive exceptional client experiences.