Customer Relationship Specialist — Your Financial Partner

The Bank of Missouri; Montgomery City (MO); Sur place; USD 38 000 - 52 000; Plein temps

Avantages offerts par ce poste

Personal paid time off

401K and Employee Stock Option Plan

Fitness reimbursement

Learning, development and growth

Résumé du poste

The Bank of Missouri in Montgomery City, MO is seeking a Customer Relationship Specialist to support customers with routine financial transactions and build lasting relationships. You will identify solutions by guiding customers to suitable products while protecting sensitive information.

You will contribute to a culture of service, learn the bank’s products, and collaborate with team members to ensure regulatory compliance and accurate processing of deposits, openings, and daily transactions.

Qualifications

• High school diploma or GED; 2–3 years of bank-related experience and/or training, or equivalent combination.
• Customer service and cash handling skills are preferred.
• Eager and willing to learn.

Responsabilités

• 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

Connaissances

Customer service

Cash handling

Bank experience

Willingness to learn

Formation

High school diploma or GED

Description du poste

The Bank of Missouri in Montgomery City, MO is seeking a Customer Relationship Specialist to support customers with routine financial transactions and build lasting relationships. You will identify solutions by guiding customers to suitable products while protecting sensitive information.

You will contribute to a culture of service, learn the bank’s products, and collaborate with team members to ensure regulatory compliance and accurate processing of deposits, openings, and daily transactions.