Customer Relationship Specialist jobs in United States
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The Bank of Missouri ยท 3 weeks ago

Customer Relationship Specialist

The Bank of Missouri is a community-focused financial institution with over 130 years of service. They are seeking a Customer Relationship Specialist who will play a vital role in enhancing customer experience by assisting with financial transactions and building strong relationships to identify suitable banking solutions.

Financial Services
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Growth Opportunities

Responsibilities

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

Qualification

Customer serviceCash handlingFinancial transactionsBusiness DevelopmentProactive communicationWillingness to learnTeamwork

Required

High school diploma or general education degree (GED); two to three years bank related experience and/or training; or equivalent combination of education and experience
Must be eager and willing to learn

Preferred

Customer service and cash handling skills are preferred

Benefits

Competitive Salary
Personal paid time off, as eligible
401K and Employee Stock Option Plan, as eligible
Fitness reimbursement
Learning, development and growth opportunities

Company

The Bank of Missouri

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Neighbors helping neighbors, that's the way The Bank of Missouri began, and that's the mindset that continues to guide us today.

Funding

Current Stage
Late Stage

Leadership Team

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Adrian Breen
Executive Chairman / CEO / President
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David Crader
CEO
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Company data provided by crunchbase