Customer Relationship Specialist - Bank Wide

The Bank of Missouri; Missouri; On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

PTO

401K & ESOP

Fitness reimbursement

Learning & growth

Job summary

The Bank of Missouri is hiring a Customer Relationship Specialist to assist customers with routine financial transactions and to build lasting relationships. You will identify financial needs and guide customers to the best-suited solutions, ensuring accuracy and confidentiality.

You will work to expand customer relationships through knowledgeable service, cross-selling opportunities, and teamwork, while adhering to bank policies and regulatory requirements.

Qualifications

• High school diploma or GED required; 2–3 years bank-related experience or training preferred.
• Customer service and cash handling skills are preferred.
• Must be eager and willing to learn.

Responsibilities

• Understand and protect all customer information, following confidentiality procedures.
• Cultivate, strengthen and maintain relationships with customers.
• Serve customers with regular financial transactions and assess needs to offer suitable products.
• Maintain knowledge of products and services to advise customers accurately.
• Perform deposit account openings, servicing, maintenance, closings, and daily transactions per regulations.
• Foster Business Development to originate new business.
• Collaborate with team members and other departments.

Skills

Customer service

Cash handling

Relationship building

Financial products knowledge

Education

High school diploma / GED

2-3 years bank experience

Job description

At The Bank of Missouri we know it takes great people to support the communities we serve! We are passionate about caring for people and communities, and know how to recognize and reward our employees for their talent and contributions. When you work at The Bank of Missouri, you not only get to help others, but you also get the resources, opportunities and support to grow your own career.

About our Company:

Staying in business for more than 130 years is hard. Really hard. But, thanks to our great customers in the communities we serve and our entire team, we’ve grown from one bank, once known as The Bank of Perryville, to now 30 locations in 25 communities across Missouri.

If you think about it, since 1891 when the bank was founded, we’ve endured many events: the Great Depression, two World Wars and the Financial Crisis of 2007-2008. We are a growing, $4.2 billion institution with plans to further expand as opportunities present themselves. With our roots firmly planted in Perryville, Missouri, we continue to grow; evolving and expanding with our amazing team, customers and communities.

Those principles are the reason we are still in business today: caring for people and communities is our foundation. With every financial decision we make, we bear those values in mind, every time. We are proud, but above all, very privileged to say, “We’ve been community banking since 1891.” We look forward to the bright future which lies ahead for the shareholders, employees, customers and communities served by The Bank of Missouri.

About this job:

The Customer Relationship Specialist (CRS) has a broad range of responsibilities in the bank that play a vital role in our customers experience. In addition to the essential duties and responsibilities of a Customer Relationship Assistant (CRA), The CRS will assist customers with regular financial transactions, build strong relationships, understand their financial needs, and help identify solutions by directing them to the products that best meet their needs.

Here are some of the great benefits you will enjoy as a member of our team:

• Personal paid time off, as eligible
• 401K and Employee Stock Option Plan, as eligible
• Fitness reimbursement
• Learning, development and growth opportunities

As a Customer Relationship Specialist you will:

• Understand and protect all customer information, while adhering to all customer confidentiality procedures.
• Cultivate and strengthen and maintain relationships with our customers.
• Act as a financial partner by servicing the customers needs, understanding how they bank, and recognizing opportunities.
• Maintain a thorough knowledge and understanding of the products and services we have to offer.
• Perform a wide range of services including deposit account opening, servicing and maintenance accounts, account closings, and daily customer transactions to ensure that applicable regulations, disclosures, policies and procedures are followed.
• Perform Business Development functions to help originate new business.
• Foster teamwork and collaboration to build relationships with team members and other departments
• Positive, professional and proactive in everyday interactions (with co-workers and customers)
• Take the initiative to learn and grow professionally
• Complete required training in a timely manner

Qualifications for Success:

• High school diploma or general education degree (GED); two to three years bank related experience and/or training; or equivalent combination of education and experience.
• Customer service and cash handling skills are preferred.
• Must be eager and willing to learn.

Montgomery City

The Bank of Missouri is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please contact us or call toll-free 888-547-6541.