Customer Service and Operations Specialist

3 weeks ago


Centreville, Virginia, United States Trustar Bank Full time
Job Description
We are seeking an experienced Banking Relationship Manager to provide high-quality customer service as a cross-trained new accounts representative. The successful candidate will be empowered to own the entire customer experience, following established policies and procedures.

Key responsibilities include:
- Providing prompt, efficient, and accurate service while establishing a rapport with clients
- Processing client financial transactions accurately and timely
- Identifying customer needs and extending solutions based on knowledge of Trustar Bank products and services
- Responding professionally to client inquiries
- Performing account opening and servicing with confidence and precision

The ideal candidate will possess excellent interpersonal and verbal skills, good math aptitude, and reasoning skills. A working knowledge of Microsoft Office applications is also required.

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