Trust Client Support Specialist
Cypress Bank & Trust Trust Client Support Specialist
At Cypress Bank & Trust, we believe exceptional results start with exceptional people. Guided by The Cypress Way, our culture is built on integrity, independent thinking, teamwork, and a commitment to excellence. We're proud to have recently been recognized as the #1 Medium-Sized Best Places to Work, a reflection of our people-first culture and shared dedication to serving our clients and communities. As we continue to expand, we're looking for talented individuals who want to be part of a high-performing team where their contributions truly make an impact.
We are looking for a Client Support Specialist who is responsible for performing routine and intermediate branch and client service duties. Including promoting business for the bank and trust by maintaining good client relations, referring clients to appropriate loan officers for new services, and adhering to the Cypress Bank & Trust, Core Values, and Quality Service Standards. This role works with bank and trust officers to provide potential clients with a comprehensive financial solution targeted to specific client needs. This position is also required to be knowledgeable and skilled in the areas of opening new accounts, recommending appropriate financial products and services, including teller, vault, and branch operations, and is expected to provide leadership, training, and support to less experienced bankers and other staff members. This position also provides support to trust officers with the day-to-day administrative and operational tasks of individual accounts and performs general administrative duties as requested.
Duties and responsibilities:
- Lead the local business development activities to promote the Bank’s products and services, ensure the maintenance of the Bank’s favorable image, and develop full banking relationships with present and potential commercial banking clients.
- Identify and originate new commercial and personal relationships while managing and maintaining key relationships of the market.
- Manage the assigned goals of loans, deposits, and business lines.
- Cross-sell related banking services to include Treasury Management, deposit products and referrals to Professional Banking partners.
- Represent the Bank in industry and professional associations, community organizations, local business groups, etc., and promote the Bank's favorable image. Stay current on trends in the marketplace.
- Represent the bank at various internal and external functions to promote its services and commitment to the community, including networking with other professionals.
- Fulfill responsibilities under the Bank Secrecy Act and Anti-Money Laundering regulations. This may include identifying customers properly, initiating CTRs and SARs investigations as needed, utilizing OFAC records, and maintaining appropriate records.
- Adheres to Bank’s policies and procedures and all Federal and State laws and regulations.
- Perform ALL other duties, as assigned.
Must-haves:
- College degree or equivalent, preferably in the Business Administration, Finance or Marketing fields.
- Minimum of 2 years prior banking and/or trust experience.
- Experience with Microsoft Office suite, specifically Excel, Word, and Outlook preferred.
Would be great to have:
- Exposure to: Investors View, Advantage, Sharepoint, Microsoft Teams, SCI, and Weblink.
Why Work Here?
- Financially strong and growing company
- Personal growth potential
- Great company culture
- Generous PTO schedule in addition to bank holidays
- Benefits:
- Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)
- Dental
- Vision
- Life Insurance (company paid)
- Additional voluntary Life Insurance
- Short Term Disability
- Long Term Disability
- Lifelock
- Employee Assistance Program
- 401K