Personal Banking Client Advisor

Park State Bank; Two Harbors (MN); On-site; USD 25,000 - 28,000; Full time

Job summary

Park State Bank is seeking a Client Service Specialist to serve as a trusted advisor for customers, assisting with account management, financial guidance, and product inquiries. The role emphasizes delivering exceptional customer service and accurate, timely responses in a fast-paced retail banking environment.

The ideal candidate will understand banking products, maintain confidentiality, and collaborate with teammates to meet client needs while traveling to branches as required.

Qualifications

• High school diploma or equivalent is required.
• 1-2 years in a customer-facing role in banking, retail, or hospitality.
• Strong communication skills, both verbal and written.
• Knowledge of banking products, services, and regulatory compliance.
• Ability to multitask and maintain accuracy.

Responsibilities

• Provide high-touch client service and proactive problem solving.
• Assist clients with account openings, updates and inquiries.
• Explain banking products and cross-sell suitable solutions.
• Handle deposits, withdrawals, and transfers with accuracy.
• Maintain confidentiality and regulatory compliance in all dealings.
• Document interactions and service activities.

Skills

Interpersonal skills

Verbal communication

Written communication

Banking knowledge

Regulatory compliance

Teamwork

Multitasking

Attention to detail

Confidentiality

Education

High school diploma or equivalent

Tools

Retail software systems

POS terminals

Job description

Park State Bank is seeking a Client Service Specialist to serve as a trusted advisor for customers, assisting with account management, financial guidance, and product inquiries. The role emphasizes delivering exceptional customer service and accurate, timely responses in a fast-paced retail banking environment.

The ideal candidate will understand banking products, maintain confidentiality, and collaborate with teammates to meet client needs while traveling to branches as required.