Client Relationship Associate

Job description

Responsibilities include but are not limited to: - Develop and maintain strong relationships with clients in order to maximize their banking experience. - Act as a liaison between client and all back office departments to ensure prompt and accurate service. - Sell financial products and services. - Proactively contact clients with recommendations. - Utilize resources to conduct effective consultative client conversations. - Examine a client's assets at the Bank. Perform analysis to suggest additional banking services and offer solutions when consulted about financial needs. - Field all banking inquiries made by the client. Resolve difficult situations quickly and efficiently while ensuring customer satisfaction. - Contribute to meeting or exceeding customer service standards as well as individual and branch sales goals by offering and selling products and services and developing, expanding and retaining relationships. - Exercise knowledge of risk management, loss prevention and follow all policies and procedures. - Process account opening forms internally with the respective internal departments including Bank Secrecy Act/Anti Money Laundering. - Perform and process all account mai...