Banking Client Services Specialist

Greek Peak Mountain Resort; United States; On-site; USD 22,000 - 30,000; Full time

Job summary

First Community Bank is seeking a Sales Assistant to support the Branch Manager and Financial Advisors in establishing and maintaining client accounts. The role emphasizes accurate paperwork, timely responses to client inquiries, and proactive service.

Candidates should have strong communication skills, attention to detail, and the ability to coordinate meetings and campaigns to grow and retain a client base. The position may require some travel and ongoing education to maintain licenses.

Qualifications

• Excellent verbal and written communication skills.
• Strong interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.

Responsibilities

• Assist Branch Manager and Financial Advisors with account paperwork and client files.
• Respond to customer requests and service issues by phone and email.
• Coordinate communications and meetings to retain clients.

Skills

Verbal communication

Written communication

Customer service

Organizational skills

Education

High school diploma

Bachelor’s degree in related field

Tools

Microsoft Office

Job description

First Community Bank is seeking a Sales Assistant to support the Branch Manager and Financial Advisors in establishing and maintaining client accounts. The role emphasizes accurate paperwork, timely responses to client inquiries, and proactive service.

Candidates should have strong communication skills, attention to detail, and the ability to coordinate meetings and campaigns to grow and retain a client base. The position may require some travel and ongoing education to maintain licenses.