Customer Relationship Specialist

2 weeks ago


Sarasota, Florida, United States ServisFirst Bank Full time
Opportunity at ServisFirst Bank

ServisFirst Bank is on the lookout for a dedicated Client Services Representative. This role is pivotal in fostering and nurturing client connections, addressing service-related inquiries, and advocating for the Bank's offerings.

Key Responsibilities:

  • Engage with clients to assess their requirements and guide them in account selection
  • Identify and promote opportunities for cross-selling through effective sales strategies
  • Facilitate new account transactions and manage all associated documentation
  • Deliver outstanding customer service and rectify any issues or discrepancies
  • Support various administrative tasks within the branch as required

Essential Qualifications:

  • High school diploma or equivalent qualification
  • Minimum of 6 months experience in customer service or as a Teller
  • Fundamental understanding of accounting principles
  • Knowledge of federal and state consumer compliance regulations
  • Strong organizational and communication abilities
  • Proficiency in Microsoft Outlook, Word, and Excel
  • Exceptional customer service aptitude

Physical Demands:

  • Capability to stand and sit for prolonged periods
  • Proficient typing skills using a keyboard/calculator
  • Occasional lifting of items up to 20 lbs
  • Work within a standard office environment

Become a vital part of ServisFirst Bank, contributing to a forward-thinking and client-oriented institution.



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