Client Relations Representative
Company: Robert Half International
Posted on: January 9, 2022
A local bank in Monterey County has partnered with Robert Half
Monterey to fill one of three open positions. The job will run
temporary through Robert Half for a few months before a permanent
offer is made, medical benefits and sick pay available through
Robert half during the temporary phase. The job duties include the
uf0a7 Represents the Bank to the client in a courteous and
professional manner, and
provides prompt, efficient and accurate service.
uf0a7 Understands and follows Bank policies and procedures.
uf0a7 Assist clients in selecting appropriate deposit accounts and
accounts and services to enhance client satisfaction and strengthen
uf0a7 Account information input and maintenance completed
accurately and in a timely
uf0a7 Ensure account/client information and documentation required
is received to meet
uf0a7 Contacts customers to cross-sell additional products and
services which will benefit
uf0a7 May assist with assigned duties or special projects.
uf0a7 May function as a vault teller or client service
uf0a7 May function as back-up for courier service to ensure
client's needs are met.
CRR II Page 2 of 3
uf0a7 Supports Management's efforts in achieving sales and audit
uf0a7 Provide the highest level of customer service possible by
following the guidelines
specified by the Quality Customer Service Bank-wide Expectations
uf0a7 Meet compliance and other training deadlines.
uf0a7 Maintain a professional demeanor at community events and
other activities where
visible as a representative of the Bank.
uf0a7 Assist in controlling expenses in the areas pertaining to
uf0a7 It is the employee's responsibility to perform duties in
accordance with federal &
state banking laws and regulations, as well as internal policies
and procedures including BSA/AML, and to comply fully with those
laws, regulations, policies and procedures. Additionally, managers
and supervisors are responsible for creating an environment in
which they hold their employees
accountable for the above.
uf0a7 Performs other ongoing duties or special projects as assigned
by immediate supervisor or senior management.
EDUCATION, EXPERIENCE AND SKILLS
uf0a7 A minimum of two years experience in branch operations,
including teller functions
uf0a7 A minimum of two years experience new accounts opening and
knowledge of IRA set-up is preferred
uf0a7 Positive, courteous, and knowledgeable image
uf0a7 Able to quickly identify the client's needs and offer sound
uf0a7 Extensive product knowledge and strong sales skills are
uf0a7 An individual with strong planning, coordinating and
analytical skills will be more effective in the position.
uf0a7 Excellent verbal and written communication skills
- Ideally 1-2 years experience working in banking customer
- CRM experience.
- Bank Account reconciliations and relations management
Keywords: Robert Half International, Salinas , Client Relations Representative, Other , Salinas, California
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