Client Relations Representative

Job not on LinkedIn

October 3

❄️ Minnesota – Remote

Although this job is listed in Minnesota, this company may be open to hiring remote in other states.

💵 $60k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

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Stearns Bank N.A.

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For more than 100 years, we, as employee owners of Stearns Bank, have woven a sense of urgency, hard work and integrity into all we do. As a nationally-recognized, top-performing bank, we are known for our outstanding personal service and commitment to customer success. Today, we are strong enough to thrive in any economic condition and flourish through a culture of service,

501 - 1000 employees

Founded 1912

📋 Description

• Develops and maintains a list of current clients to generate additional sales. • Clients must be contacted on a regular basis by phone and followed up with mailings. • Maintains a persistent cadence with customers by phone, emails, texts, mail, and occasional visits. • Generates new leads by asking for referrals from current clients and vendors. • Ability to see opportunities to cross sell Stearns Bank products; EFD, SBA, Deposits. • Demonstrates excellent customer service skills. • Demonstrates excellent sales skills and ability to sell the product. • Continues to enrich skills through ongoing learning and training. • Seek growth opportunities within industry documents. • Coordinates the activities involved in the administration of setting up a new lease/sales contract/modification such as entering a customer application, sending out legal finance documents, and requesting appropriate documents. • Calculates payment options for the customer using T-Value, a rate card and/or a HP calculator. • Ability to communicate optimally and structure payment terms with the customer on credit decisions, negotiations, document signing & funding. • Demonstrates accuracy in reviewing contract documents prior to sending to the customer. • Managing the customer transaction from start to finish as it flows from department to department. • Responsible for making sure the transaction closes in a timely manner and to customer expectations. • Demonstrates excellent time management skills. • Ability to prioritize when multi-tasking as well as effectively using grids to help with organization. • Understands the concept of equipment financing and stays on the cutting edge of current trends. • Ability to collaborate across departments within the organization as needed. • Perform the necessary duties for Portfolio Management – outgoing calls, completing risk assessments, collecting payments/fees, and monitoring estimated customer risk. • Attends and contributes to sales meetings. • Maintains a good working relationship with all employees and demonstrates partnership, including backup support as needed. • Keeps accurate documentation of daily activities by using internal systems, follow-up reports and monthly summary reports. • Maintains a solid understanding of the software programs associated with daily activities such as T-Value, Info-Lease, Microsoft Office, Aspire, FiTech, Sales Force. • Collaborate with leadership to establish sales goals and metrics. • Develops and strives to attain personal goals for oneself. • Participates in the training and development of new department personnel. • Loss prevention and security as applicable for this position. • Performs related work and training as the need arises. • Maintain a solid understanding of all legal and regulatory compliance issues as they pertain to this position.

🎯 Requirements

• Occasionally lift and/or move up to 10 lbs. • Literacy in English. • Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk, or hear. • Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. • Associate degree (A.A.) or equivalent from a two-year college or technical school; or two years related experience and/or training; or equivalent combination of education and experience. • Strong oral communication skills. • Excellent customer relation skills. • Strong digital literacy, including Microsoft Excel and Word. • Flexible.

🏖️ Benefits

• Employee Stock Ownership Plan & 401k Plan • Healthcare (Medical, Dental, Vision, Telehealth, Life insurance) • 12-week Paid Medical Leave • Paid Parental Leave: 21-weeks Primary Care Parent, 14-weeks Secondary Care Parent • $5,000 Family Care Reimbursement: Childcare, Elder Care, Student Loan Debt, Pet expenses, down payment assistance • PTO from 13 to 23 days depending on tenure. Cashout and Carryover options. • 10 Days Sick Time • 11 Paid Holidays • 4 Days Volunteer Time • 2 Days Self Allowance Time • Tuition Assistance