Banking Client Service Advisor - Financial Guidance

Energy Jobline ZR; Duluth (GA); On-site; USD 25,000 - 28,000; Full time

Job summary

Park State Bank is seeking a Client Service Specialist who will provide personalized banking assistance, guide clients on account needs, and answer product inquiries. The role emphasizes high-quality customer service, accuracy, and adherence to banking policies.

You will engage with clients in person, over the phone, or via email, handling transactions, offering budgeting tips, and maintaining confidentiality while supporting branch operations across multiple locations.

Qualifications

• Education or certifications related to customer service or retail management is a plus.
• Strong interpersonal and communication skills, both verbal and written.
• Proficiency in using retail software systems, POS terminals, and related platforms.
• Knowledge of banking products, services and regulatory compliance.
• Ability to work effectively in a team and independently.
• Multitasking and problem-solving with attention to detail.
• Maintain utmost confidentiality of client information.

Responsibilities

• Provide exceptional and personalized client service to banking customers.
• Assist with account openings, updates, and general inquiries.
• Educate clients on banking products and services and cross-sell when appropriate.
• Handle client transactions with accuracy and compliance.
• Support documentation and record-keeping for client interactions.
• Maintain strong client relationships and professional communication.

Skills

Customer service

Communication skills

Teamwork

Retail software

Banking knowledge

Attention to detail

Confidentiality

Education

High school diploma or equivalent

Customer service/retail management certs (plus)

Tools

Retail software systems

POS terminals

Job description

Park State Bank is seeking a Client Service Specialist who will provide personalized banking assistance, guide clients on account needs, and answer product inquiries. The role emphasizes high-quality customer service, accuracy, and adherence to banking policies.

You will engage with clients in person, over the phone, or via email, handling transactions, offering budgeting tips, and maintaining confidentiality while supporting branch operations across multiple locations.