Personal Banking Experience Advisor

Park State Bank

Duluth (MN)

On-site

USD 25,000 - 28,000

Full time

5 days ago
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Job summary

Park State Bank in Duluth, MN is seeking a Client Service Specialist to serve as a trusted advisor to our customers, handling account management, product inquiries, and financial guidance with a focus on exceptional service.

The ideal candidate will have banking product knowledge, strong communication, and the ability to work in a fast-paced retail environment. Travel to branch locations within the region may be required.

Qualifications

  • High school diploma or equivalent.
  • 1–2 years in a customer-facing role, preferably in banking, retail, or hospitality.
  • Strong interpersonal and communication skills.
  • Proficiency with retail software systems and POS terminals.
  • Ability to multi-task and maintain confidentiality.

Responsibilities

  • Provide high-touch client service and address inquiries with care.
  • Assist clients with account openings, updates, and closures.
  • Educate clients on banking products and cross-sell when appropriate.
  • Process deposits, withdrawals, and transfers accurately.
  • Maintain documentation of client interactions and ensure policy compliance.
  • Travel to regional branches weekly as needed.

Skills

Customer service
Communication
Multitasking
Confidentiality

Education

High school diploma

Tools

POS terminals
Retail software systems

Job description

Park State Bank in Duluth, MN is seeking a Client Service Specialist to serve as a trusted advisor to our customers, handling account management, product inquiries, and financial guidance with a focus on exceptional service.

The ideal candidate will have banking product knowledge, strong communication, and the ability to work in a fast-paced retail environment. Travel to branch locations within the region may be required.

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