Client Relationship Specialist

Job Description

Job Description

Description : About Us :

At INB, your career is more than a job; it’s a chance to make a difference. As a locally owned, community-focused bank, we help individuals and businesses reach their financial goals through personalized service and trusted relationships. Our team is built on care, creativity, teamwork, balance, smart work, and enthusiasm. Join us and be part of a purpose-driven culture that makes a positive impact every day.

Requirements :

Please Note : This is an in-office position located at the Main Lobby in Downtown Springfield, Illinois.

Summary :

As the first point of contact for INB customers, the Client Relationship Specialist plays a vital role in delivering an exceptional banking experience. This position is cross-trained in a variety of banking functions to provide knowledgeable, efficient, and personalized service for every customer interaction.

The Client Relationship Specialist takes time to understand each customer’s financial needs and offers appropriate solutions by effectively communicating INB’s full range of products and services. They assist customers with transactions, account openings, account maintenance, and other day-to-day banking needs while ensuring accuracy and attention to detail in all operations.

In addition to providing exceptional service, this role supports branch goals through proactive referrals and participation in sales and quality initiatives. The Specialist also assists with commercial vault responsibilities, safe deposit services, and monthly branch reporting as needed.

Supervisory Responsibilities :

This job has no supervisory responsibilities.

Competencies :

To perform the job successfully, an individual should demonstrate the following competencies :

• Customer Service - Approaches challenging or sensitive situations with empathy, patience, and respect; Responds promptly and thoughtfully to customer needs and requests; Meets commitments.
• Professionalism - Interacts with others thoughtfully and respectfully; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Relationship Building - Possess the ability to effectively listen to and recognize the needs of our customers and to provide solutions.

Qualifications :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and / or Experience

High school diploma or equivalent required; Previous banking or teller experience or customer contact / cross-sell position preferred.

Language Skills

Requires ability to communicate effectively and clearly (both written and verbally); Ability to read, write, and comprehend simple instructions, short correspondence, and memos.

Mathematical Skills

Requires the ability to perform basic mathematical calculations : add, subtract, multiply, and divide. Ability to accurately count and process large sums of cash.

Reasoning Ability

Requires ability to use good judgement in making routine and complex decisions; Must have excellent customer service skills with the ability to sell products and Services; Must be goal-oriented and able to achieve individual goals as well as work as a team player to achieve departmental and / or Bank goals; Flexibility is necessary with the ability to adapt in an ever-changing environment.

Computer Skills

To perform this job successfully, an individual must be proficient in all Microsoft Office programs, with an ability to quickly learn other bank-related programs

Physical Demands

The employee is required to lift and / or move up to 10 pounds regularly, frequently lift and / or move up to 25 pounds, and occasionally lift and / or move up to 50 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary :

$19.00 to $22.00 hourly

Group Insurance Benefits and Plans

INB provides health, dental, vision, and life insurance benefits to all full-time employees. Coverage is also extended to their eligible dependents. Active employees make premium contributions based on plan selections. Please click the link below for all the benefits that are offered.

https : / / www.inb.com / Resources / 9f1b90c4 -905c-4cd7-9dee- afd9937ab37a / INB%20employee%20benefit%20flier%202025.pdf

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.

ADA Disclaimer : In developing this job description, care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

INB, N.A. is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here :

Know Your Rights : Workplace discrimination is illegal