Client Representative Job at Simmons Bank
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Position Summary:
Responsible for service and support for a wide range of products and digital banking channels for designated customer relationships. Provides “high touch” unique, personalized service to clients resulting in a high rate of advocacy on behalf of the Bank. May be focused on a specified community market but can leverage technology to support many or all markets through telephonic and virtual channels.
Key Responsibilities:
- Provide extensive personalized service to depositors with complex or specialized banking needs. Provide account guidance, including account enhancement suggestions. Serve as a customer liaison to other bank departments to support product and service adoption and to resolve service issues. Serve as the client’s primary contact for other Bank services and questions.
- Maintain a keen awareness and sensitivity to customer household life events. Establish on-going authentic rapport with clients, to support identification of any new product needs.
- Welcome new clients and open/establish new accounts, including those clients served in partnership with commercial bankers and wealth/investment specialists. Maintain thorough knowledge of compliance guidelines for proper account set-up.
- Prepare presentation materials and account opening documents, as requested, for prospect calls.
- Assist with hosting client events (especially through signature sponsorships) as requested.
- Proactively participates in educational and development opportunities in order to better serve clients.
- Achieves measures of success in relationship retention, expansion, and advocacy. Consistently use CRM platform to document and coordinate client interactions.
Skills
- Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations.
- Ability to read, write, analyze and comprehend simple instructions, financial reports and/or legal documents and business correspondence.
- Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization.
Education and/or Experience
- High school diploma or its equivalent required
- BS/BA degree preferred
Computer Skills
- MS Office programs
Other Qualifications (including physical requirements)
- Proven ability to effectively service internal and external clients at a superior level
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.
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