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Peoples Bank and Trust · 3 weeks ago

Client Relationship Manager (Full-Time - Non-Exempt)

McPherson, Kansas, United States

Full-time

Onsite

Entry, Mid Level

2+ years exp

Peoples Bank and Trust is looking for a Client Relationship Manager to assist their financial planning team. The role involves providing customer service, managing client interactions, and facilitating various administrative tasks and events.

BankingFinanceFinancial Services

Responsibilities

Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service

Interact with clients in person and over the phone

Prepare and review new account paperwork

Plan and facilitate client and marketing events

Facilitate and resolve client service requests

Apply a working knowledge of operations/client-service processes

Work independently, effectively, and efficiently

Responsibly manage the social media channels (Facebook and LinkedIn)

Ensure paperwork is prepared and provided for all client meetings

Handle confidential and/or sensitive information responsibly

Maintain administrative functions of the office such as office supplies and mail

Various other duties as assigned

Qualification

CRM systemsEvent planningFinancial services knowledgeMicrosoft OfficeSocial media managementAttention to detailCommunication skillsSelf-motivationProblem solvingTime management

Required

High School Diploma or equivalent required

Full knowledge of financial services offered by Peoples Bank and Trust

Understanding of all PBT policies and procedures related to financial services provided

Functional understanding of reports required to manage financial records

2+ years experience in banking, accounting, or a similar financial institution preferred

Attention to detail

Strong written and verbal communication skills

Self-motivation

Self-management

Ability to consistently follow through on tasks

Problem solving

Organized

Analytical

Interpersonal

Proficient with Microsoft Office

Customer relationship building

Time management

Computer literacy

Strong ability to multi-task

Ability to speak effectively and communicate clearly

Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel

The employee is regularly required to type throughout the day

The employee is regularly required to use their hands to type and maneuver a mouse

Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts)

The employee may occasionally lift and/or move up to 25 pounds (unassisted)

Ability to deal with a variety of variables under only limited standardization

Strong numeric capabilities; ability to add, subtract, multiply, and divide in all units of measure using whole numbers and common fractions

Ability to read, analyze, and interpret documents

Ability to communicate clearly