Client Experience Banker

Story Financial Partners; Jackson (MS); On-site; USD 32,000 - 46,000; Full time

Job summary

Story Financial Partners in Jackson, MS seeks a Client Services Advisor to be the main contact for individual clients, assisting day-to-day banking needs and supporting the First Commercial office operations.

You will answer questions, process new accounts and maintenance tasks, handle wire transfers and notary services, and coordinate with the bank’s operations team to ensure accuracy, compliance, and exceptional client experiences.

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years universal banker or personal banker experience.
• Client service skills, including the ability to deal effectively and tactfully with clients and associates.
• Good decision-making skills.
• Excellent interpersonal skills (exude confidence, friendliness, and enthusiasm).
• Great verbal communication skills (speak clearly, respond appropriately, use pleasant and courteous language).
• Excellent written communication skills.
• Knowledge of bank products and services.
• Understanding of federal bank regulations.
• Knowledge of all necessary computer applications.
• Ability to work in a fast-paced environment.
• Ability to count cash and coin.

Responsibilities

• Commit to following the Bank’s Client Experience Commitment with all interactions, both to our external clients, as well as the Bank’s associates, our internal clients.
• Answer client questions regarding products and services.
• Understand and process transactions according to the Bank’s New Account Opening and Maintenance Policy and Procedure Manual, including but not limited to new account opening and maintenance tasks.
• Understand and process transactions according to the Bank’s Teller Transactions Policy and Procedure Manual.
• Research and resolve client issues by acting as the liaison between the client and internal bank departments.
• Work with the Bank’s Operations Team on online banking requests, Regulation E disputes, and stop payments.
• Assist Managing Directors with additional client interactions as requested.
• Stay abreast of the Bank’s products, policies, and procedures, and communicate these clearly to the client when needed.
• Assist clients with safe deposit box entry.
• Process wire transfer requests in the eWire system.
• Perform lockbox and notary services, as needed.
• Serve as a back-up Concierge when necessary.
• Process daily mail for the office.
• Promote a client service focused environment in the office by encouraging teamwork.
• Ensure office and individual desk area remains clean and clutter-free.
• Perform other duties as assigned.

Skills

Client service

Interpersonal skills

Verbal communication

Written communication

Decision making

Fast-paced environment

Cash handling

Education

High school diploma or equivalent

Job description

Story Financial Partners in Jackson, MS seeks a Client Services Advisor to be the main contact for individual clients, assisting day-to-day banking needs and supporting the First Commercial office operations.

You will answer questions, process new accounts and maintenance tasks, handle wire transfers and notary services, and coordinate with the bank’s operations team to ensure accuracy, compliance, and exceptional client experiences.