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

ROLE

The Peoples Financial Client Relationship Manager will assist the team in many areas of our financial planning 
practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple 
computer systems in a paperwork-intensive environment, providing customer service both in person and over 
the phone, facilitating and resolving client service requests, scheduling client meetings, managing social media 
accounts, generating and mailing correspondence, planning and setting up client and corporate events, and 
completing other administrative tasks as assigned.

ESSENTIAL FUNCTIONS
This position is responsible for the following functions:
• 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

QUALIFICATIONS
EDUCATION/CERTIFICATION: High School Diploma or equivalent required
REQUIRED KNOWLEDGE: Full knowledge of financial services offered by Peoples Bank and Trust, understanding of all PBT policies and procedures related to financial services provided, and functional understanding of reports required to manage financial records
EXPERIENCE REQUIRED: 2+ years experience in banking, accounting, or a similar financial institution preferred, experience with CRM systems preferred, experience with event planning preferred, experience managing social media platforms a plus, but not required
SKILLS/ABILITIES: 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, and a strong ability to multi-task

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
TALKING: Ability to speak effectively and communicate clearly
AVERAGE HEARING: Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel
REPETITIVE MOTION: The employee is regularly required to type throughout the day
FINGER DEXTERITY: The employee is regularly required to use their hands to type and maneuver a mouse
AVERAGE VISION: 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)
PHYSICAL STRENGTH: The employee may occasionally lift and/or move up to 25 pounds (unassisted), as well as stand or sit for long periods of time

WORKING CONDITIONS
General professional office environment with climate control. Adequate lighting. Occasional additional hours outside of regular bank service hours to complete tasks. Occasional travel is necessary to any/all bank branches as necessary

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization.
MATHEMATICS ABILITY: Strong numeric capabilities; ability to add, subtract, multiply, and divide in all units of measure using whole numbers and common fractions.
LANGUAGE ABILITY: Ability to read, analyze, and interpret documents. Ability to communicate clearly.

INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified 
employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, 
layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system. 

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. 
Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities 
included have been determined to be the minimal standards required to successfully perform the positions. In no 
instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. 
Additional functions and requirements may be assigned by supervisors as deemed appropriate. 

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to 
reasonably accommodate disabled individuals. However, no accommodations will be made which may pose 
serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its 
status as an at-will employer. Employees can be terminated for any reason not prohibited by law.