GTC Relationship Specialist I

GENERAL DESCRIPTION OF POSITION

The GoldStar Trust Company (GTC) Relationship Specialist I (RM) is the single point of contact for GTC's business partners (relationships). This role provides exceptional customer service, while maintaining growth among assigned relationships by educating current and prospective relationships to effectively identify, develop, and deliver new business opportunities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Act as a liaison between assigned relationships and operational staff, advocating for relationship needs by identifying and implementing procedural changes that streamline processes and enhance overall satisfaction.

2. Receive, review, and route external correspondence from assigned relationships to the appropriate operational teams for processing, while partnering with relationships to resolve deficiencies, ensure timely clearance for processing, and provide education on processes to minimize future deficiencies.

3. Provide service/support to relationships by products offered through helping to establish an account, processing an investment purchase or sale, distribution or transfer.

4. Facilitate training opportunities for relationships to ensure knowledge and understanding of GTC’s solutions.

5. Maintains updated product knowledge and the effect of industry trends independently and through attendance at educational events.

6. Demonstrate proficient knowledge of GTC’s solutions and effectively educates relationships on the features, benefits, and value propositions related to each product.

7. Educate relationships on GTC’s policies and procedures.

8. Monitor future growth opportunities to expand the relationship.

9. Develop a strong relationship with existing customers and centers of influence to retain and develop new business through various channels.

10. Communicate professionally and accurately to relationship inquiries and concerns in a timely manner.

11. Completes required BSA/AML training and other compliance training as assigned.

12. The ability to work in a constant state of alertness and in a safe manner.

13. Performs any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 12 - 18 months related experience and/or training, or equivalent combination of education and experience.  

COMMUNICATION SKILLS 

Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
Ability to read and understand simple instructions, short correspondence, notes, letters and memos; Ability to write simple correspondence. 

MATHMATICAL SKILLS  

Ability to add, subtract, multiply and divide numbers. Ability to perform these mathematical skills using money and other forms of measurement. 

CRITICAL THINKING SKILLS  

Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Basic: 10-Key, Contact Management, Presentation/PowerPoint, Spreadsheet, Word Processing/Typing 

WORKING CONDITIONS

Normal working conditions as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions. 

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee works in a moderate-noise environment, such as a business office with computers/printers and light traffic.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.

While performing the functions of this job, the employee occasionally stands, walks, reaches with hands and arms, and stoops, kneels, crouches, or crawls; frequently uses hands to finger, handle, or feel and talks or hears; and regularly sits. The employee must occasionally lift up to 10 pounds. The employee is required to have close vision for use of a computer, equipment, or any other work duties that require clear vision within two feet or less.

ADDITIONAL INFORMATION

Preferred Education and Experience:

- Bachelor's degree in Communications, Business or Finance preferred but not required.

Preferred Competencies:

 - Behavioral Competencies to include professionalism, efficiency of execution of tasks, adaptable, organized, detail oriented, time management, excellent written and verbal communication skills.