Financial Services Relationship Specialist

Taney County Partnership

Branson (MO)

On-site

USD 32,000 - 42,000

Full time

12 days ago

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Benefits offered by this job

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

Job summary

The Bank of Missouri in Branson, MO is seeking a Customer Relationship Specialist to support customers with everyday banking, build lasting relationships, and identify financial solutions that meet their needs.

You will handle deposits, account maintenance, and service transactions while upholding privacy, compliance, and teamwork. The position offers employee growth and community-focused values.

Qualifications

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

Responsibilities

  • Understand and protect 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

Skills

Customer service
Cash handling
Willing to learn

Education

High school diploma or GED

Job description

The Bank of Missouri in Branson, MO is seeking a Customer Relationship Specialist to support customers with everyday banking, build lasting relationships, and identify financial solutions that meet their needs.

You will handle deposits, account maintenance, and service transactions while upholding privacy, compliance, and teamwork. The position offers employee growth and community-focused values.

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