Client services professional Job at Granger National Bank, Granger, TX

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  • Granger National Bank
  • Granger, TX

Job Description

Full job description

Position Summary:

Granger National Bank is seeking a highly capable Client Services Representative to be responsible for answering customer inquiries, resolving customer banking issues, and directing customers to the appropriate bank personnel for specific bank products and services. Our ideal candidate has a strong commitment to customer satisfaction and an ability to make quick and accurate decisions.

Essential Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned.

  • Assisting customers with routine account-related requests such as funds transfers, automatic payments, stop payments, inquiries about bank deposit products and service charges
  • Managing and responding to customer complaints and inquiries, and ensuring resolution of issues in a timely manner
  • Informing and advising customers about bank products and services that may benefit them
  • Performing services including check cashing, withdrawal processing, and depositing money
  • Maintaining a comprehensive understanding of all bank products, services, and policies
  • Updating customer information in the bank’s system and ensuring that all customer information is accurate and up to date
  • Identifying fraudulent activity to prevent potential losses to the bank
  • Working with other banking professionals to provide a seamless customer service experience
  • Maintaining confidentiality of bank records and client information
  • Processing loan payments and closing transactions as needed
  • Open all deposit account types
  • Assist with testing bank software and new product development
  • Recommend additional products to clients based on their needs

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Proven banking customer service experience
  • Excellent organizational skills
  • Results driven and customer focused
  • Strong customer service skills to ensure client satisfaction and maintain long-term relationships.
  • Excellent communication skills to clearly convey information to customers, staff and other stakeholders.
  • Problem-solving skills to address customer complaints and resolve issues in a timely manner.
  • Proficiency in using banking software and other related applications.
  • Preferred BS in Business Administration or related field
  • Minimum of 5 to 7 years of experience in the banking industry

Competencies:

To perform the job successfully, an individual should demonstrate the following:

Customer Service - Displays courtesy and sensitivity. Manages difficult or emotional customer situations. Meets commitments. Responds promptly to customer needs. Solicits customer feedback to improve service.

Problem Solving - Develops alternative solutions. Gathers and analyzes information skillfully. Identifies problems in a timely manner. Resolves problems in early stages. Works well in group problem solving situations.

Teamwork - Balances team and individual responsibilities. Contributes to building a positive team spirit. Exhibits objectivity and openness to others' views. Gives and welcomes feedback. Puts success of team above own interests.

Computer Skills: To perform this job successfully, an individual should have a strong knowledge of MS Office Suite. Also, must have the ability to adapt and learn various new banking/financial software.

Adaptability - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals. Takes calculated risks to accomplish goals.

Communications - Exhibits good listening and comprehension. Expresses ideas and thoughts in written form. Expresses ideas and thoughts verbally. Keeps others adequately informed. Selects and uses appropriate communication methods.

Continuous Learning - Assesses own strengths and weaknesses. Pursues training and development opportunities. Seeks feedback to improve performance. Shares expertise with others. Strives to continuously build knowledge and skills.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents may be asked to perform any other related duties, as assigned by their supervisor.

Additional Information:

  • Job Title: Client Services Representative
  • Work Environment: Office setting. This role requires in-person presence in the bank branch.
  • Reporting Structure: Reports to the Bank President
  • Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
  • Pay Range: $50,000 minimum to $75,000 maximum + Bonus
  • Location: Granger, Texas
  • Benefits: Health insurance, Dental insurance, Paid time off, Professional development opportunities
  • Employment Type: Hourly, Non-exempt, Full-time

Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to Lisao@grangernationalbank.com. account management, sales, and financial services. This position offers an exciting opportunity to work in a dynamic environment and interact with clients on a daily basis.

Duties
- Manage client accounts and build strong relationships
- Provide exceptional customer service and support
- Collaborate with internal teams to ensure client satisfaction
- Utilize project management skills to oversee client initiatives
- Analyze market trends and provide insights to clients
- Utilize Salesforce or similar CRM tools for client interactions
- Communicate effectively with clients to address their needs and inquiries

Experience
Required:
- Experience in account management or sales
- Familiarity with financial services industry
- Strong project management skills
- Proficiency in customer relationship management (CRM) systems
Nice-to-have:
- Experience in Software as a Service (SaaS) industry
- Ability to analyze market data effectively

This position offers a competitive salary and the opportunity for professional growth within the company. If you are a proactive individual with excellent communication skills and a passion for client services, we encourage you to apply.

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off

Compensation Package:

  • Yearly bonus

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: In person

Job Tags

Hourly pay, Full time, Shift work, Monday to Friday,

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