Client Services Representative II

At BluePoint Mortgage, we understand that there is a borrower at the end of each transaction. Our philosophy is that the simpler we make the products and process for our customers, the quicker we close loans for the borrower(s). As an employer, our culture is second to none.
We pride ourselves on building a great place to work.

Position Description:

Works collaboratively with retail banking team members to develop client relationships and provide an exceptional client experience. Engages clients to identify their financial needs and provide appropriate solutions. Supports the acquisition and retention of clients by opening new accounts, cross-selling products and services, managing client relationships and resolving client
problems.

Position Accountabilities:

• Provides a complete range of client services at the Bank, including opening new accounts, explaining available Bank products and services, and gathering client information to process new and existing accounts.
• Assists clients in meeting their financial needs by engaging in conversation, identifying opportunities and recommending appropriate solutions.
• Maintains an in depth knowledge of all retail products and services in order to educate clients and tailor suggestions to the individual.
• Develops and maintains relationships with business partners to maximize referral opportunities and achieve individual and collective goals.
• Provides exceptional service through every interaction and partners with retail team members to resolve client issues, answer inquiries in a timely manner and ensure that all needs are being met.
• Demonstrates teamwork by actively participating in team meetings, contributing ideas and suggestions, assisting other team members when needed and volunteering for assignments.
• Regularly participates in community and bank sponsored events.
• Adheres to the highest ethical standards and all applicable policies, procedures and regulatory requirements in order to maintain the valued trust of our clients and community.
• Works with retail management to continuously develop job knowledge and professional skills in order to grow successfully within the position or the organization.
• As needed, assists with Client Service Representative I duties including accurately and efficiently processes bank transactions within established policies and procedures.
• Other duties as assigned.

Position Qualifications:

Education & Experience:

• High School Diploma, GED or equivalent certification required
• 2+ years of customer service/client interaction experience required
• 1+ years sales experience preferred

Knowledge & Skills:

• Experience achieving individual or team goals.
• Strong interpersonal and communication skills, including the ability to communicate effectively with different audiences and to tailor service solutions to customers with differing needs.
• Strong focus on client service, the ability to make connections, engage and educate clients, and to be positive, courteous and professional in all client and team member interactions.
• Ability to proactively collaborate with others to provide exceptional client service.
• Ability to adhere to established attendance guidelines and to work any required hours, including weekends and evenings.
• Detail oriented, organized and the ability to multitask.
• Ability to learn and adhere to all applicable policies, procedures and regulatory guidelines.
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
• Basic Microsoft Office skills.
• Multilingual speakers are encouraged to apply, however this is not a requirement for the position.

All your information will be kept confidential according to EEO guidelines.