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Client Relationship Representative - 374 - Savannah, GA

Company: N/A

Location: Savannah, GA

Pay: N/A

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Job Description

State Bank and Trust

Client Relationship

EEO is the Law


The Client Relationship Representative (CRR) opens and closes
accounts including CD's & IRA's; works daily to build relationships with
clients and prospects in order to identify financial needs in order to maximize
sales opportunities and strives to serve clients in a highly professional and
courteous manner. Client relationships will be built through tele-consulting,
business development, lobby management and community involvement.  The CRR does not have supervisory


  • Self-starter, team
    player with excellent people skills.

  • Proficient PC skills;
    good written and verbal communication skills

  • Opens/Closes personal
    and commercial accounts, IRA's, CD's and other account types.

  • Actively participates in
    daily calling activities; tracks and records calls and results; performs joint
    calls with Branch Manager and Business Partners; refers opportunities to
    specialty lines of business

  • Through tele-consulting
    identifies opportunities taking advantage of the call lists provided by
    management; makes pre-determined calls per week

  • Identifies and shares
    best practices

  • May participate in the
    review of calling plan with management

  • Works with ROM or AROM
    to resolve account issues, as needed.

  • Conducts At Work
    Presentations for businesses to bank their employees

  • Identifies and builds
    relationships with COI (Center of Influence) contacts

  • Handles lobby traffic as
    needed by directing, assisting and identifying opportunities

  • Provides clients with
    excellent customer service in order to excel on any mystery shops conducted

  • Actively participates in
    all training events required to successfully and efficiently perform job.

  • Performs all other
    related duties as assigned.

Job Requirements


  • Associate's degree (A.
    A.) or equivalent from two-year college. 

  • Strong customer/client
    service skills.

  • Sales & Service
    background a plus.


Visit our website www.statebt.com to apply for all jobs you may qualify for


Employment at Will

Employment with State Bank & Trust is "at-will."
This means that you or the Bank may terminate your employment at any time with
or without notice or cause.

Employment Eligibility Verification

Employees are required to present proof of identity and
eligibility to work in the U.S.  State
Bank participates in E Verify.