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Client Relations Specialist

2 months ago

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Position Title: Customer Service Representative

The Customer Service Representative (CSR) plays a crucial role in managing daily operations, including cash handling, processing loan applications, and maintaining correspondence. This position also involves assisting with assigned delinquent accounts.

The CSR is expected to acquire a comprehensive understanding of company policies and procedures while honing technical skills necessary for operating standard office equipment, computer systems, copiers, and calculators. Proficiency in cash handling and accurate typing is essential.

Key Responsibilities

  • Streamlines the clerical operations of the branch.
  • Delivers exceptional customer service to clients seeking loans and sales finance solutions.
  • Maintains accurate records of loan transactions and branch activities.
  • Performs a diverse range of clerical tasks, leveraging knowledge of systems and procedures.
  • Engages in solicitation and collection efforts for customer accounts.

Qualifications

  • Proficient in reading, writing, speaking, and understanding English.
  • Possesses strong verbal and interpersonal skills to effectively interact with a diverse customer base, including handling collections and fostering new business opportunities.
  • Demonstrates problem-solving abilities and reasoning skills to ensure top-tier customer service.
  • Exhibits honesty and fairness in all dealings with customers and colleagues, showcasing a high energy level, positive attitude, and integrity.
  • Functions well as a team player, supporting colleagues in achieving branch objectives and performing additional work-related tasks as required.
  • Self-motivated and proactive in pursuing personal and branch goals.
  • Holds a valid driver's license and has access to a personal vehicle.

Education and Experience

  • High school diploma or equivalent is required.
  • Ability to comply with current licensing requirements set by federal and state regulators and insurance entities.

Interested candidates are encouraged to explore opportunities at 1st Franklin Financial's Career Page.