Customer Relations Specialist

1 week ago

Ocala, Florida, United States CenterState Bank Full time

Position Title: Customer Service Representative (Classification I, ICT, II, IICT, III, IIICT)

Division: Retail/Operations

Reports To: Assistant Manager/Sales and Service Leader

OBJECTIVE:

This role is dedicated to providing exceptional service to both new and existing clients. Responsibilities include a variety of customer service tasks such as initiating new accounts, promoting banking products, directing business to CenterState subsidiaries, and assisting clients with all branch offerings.

KEY RESPONSIBILITIES:

The individual in this position is expected to fulfill the following duties:

  • Deliver outstanding customer service to foster growth and profitability within the branch.
  • Enhance the banking experience by providing timely and effective service.
  • Build and maintain positive relationships with clients, addressing their inquiries and resolving issues promptly.
  • Direct complex customer concerns to the assistant branch manager when necessary.
  • Facilitate the opening of personal and business accounts in accordance with established guidelines.
  • Identify customer needs and promote relevant banking products and services.
  • Refer potential clients to subsidiaries for additional services.
  • Provide clients with updates on account statuses and balances.
  • Assist with safety deposit box inquiries.
  • Process various banking services including stop payments, wire transfers, and check orders.
  • Participate actively in the sales cycle.
  • May perform teller functions as needed.
  • May assist in the consumer loan application process.
  • May open or close the branch as required.

OPERATIONAL INTEGRITY:

Ensure adherence to all operational controls and compliance with branch, regulatory, and federal guidelines.

  • Contribute to achieving satisfactory scores on internal and external audits.
  • Maintain compliance with all operational policies and procedures.
  • Safeguard customer confidentiality and ensure information is used solely for official purposes.

GOAL ACHIEVEMENT:

Meet performance objectives set by management.

  • Achieve satisfactory scores on mystery shopping evaluations.
  • Complete all assigned training in a timely manner.
  • Engage in promotional activities and prospect for new clients.

KNOWLEDGE AND SKILLS:

Possess a solid understanding of banking products and services, and suggest effective strategies for promoting them to enhance customer satisfaction.

Maintain compliance with the bank's policies, procedures, and regulatory standards.

Collaborate positively with colleagues and participate in marketing initiatives.

Continuously improve skills through professional development opportunities.

OTHER QUALIFICATIONS:

  • Proficient in Microsoft Office Suite and other relevant software.
  • Strong command of business English, including spelling and grammar.
  • Excellent organizational skills and attention to detail.
  • Ability to listen effectively and respond to customer needs.
  • Demonstrated ability to manage multiple tasks and work under pressure.
  • Must maintain a professional demeanor and adhere to the bank's dress code.

MINIMUM REQUIREMENTS:

  • High School diploma or equivalent.
  • Successful completion of in-house training.
  • Basic computer literacy.
  • Sales experience is preferred.
  • Banking experience is advantageous.

This job description outlines the essential functions and requirements for the Customer Service Representative position at CenterState Bank. Individual capabilities may vary, and the responsibilities may evolve as necessary.

  • Mortgage Customer Service Specialist

    6 days ago

    Ocala, Florida, United States Customer Driven Staffing - Florida Full time

    Job OverviewWe are seeking a highly skilled Customer Service Representative to join our team at Customer Driven Staffing - Florida. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, assisting them with inquiries, and resolving issues related to mortgage products and services.Key...

  • Customer Relations Representative

    4 days ago

    Ocala, Florida, United States Orkin Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Relations Specialist. As a key member of our team, you will be responsible for delivering exceptional customer service and ensuring that our customers receive the highest level of service.Key ResponsibilitiesField incoming requests and schedule...

  • Customer Relations Representative

    2 days ago

    Ocala, Florida, United States Orkin Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Relations Specialist. As a key member of our team, you will be responsible for delivering exceptional customer service and ensuring that our customers receive the highest level of service.Key ResponsibilitiesField incoming requests and schedule...

  • Healthcare Customer Support Specialist

    2 weeks ago

    Ocala, Florida, United States COVID TEST FL Full time

    Position OverviewAs a Healthcare Customer Support Specialist, you will play a crucial role in enhancing the patient experience by providing exceptional service and support.Key ResponsibilitiesLead initiatives aimed at improving customer service and ensuring a positive experience for all patients.Address and resolve patient inquiries and concerns...

  • Client Relations Specialist

    2 weeks ago

    Ocala, Florida, United States 3eight, inc Full time

    Job OverviewWe are actively seeking a dedicated Entry Level Customer Service Representative to join our dynamic team at 3eight, inc. This role is essential in supporting one of the most renowned business firms in Central Florida.As a business development and account management organization, we have built strong partnerships with brands that are recognized...

  • Bilingual Insurance Customer Service Specialist

    1 week ago

    Ocala, Florida, United States Florida One Insurance Full time

    Job DescriptionOverviewFlorida One Insurance is seeking a highly skilled Bilingual Insurance Customer Service Specialist to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving their insurance-related inquiries, and ensuring their overall satisfaction.Key...

  • Bilingual Insurance Customer Service Specialist

    1 week ago

    Ocala, Florida, United States Florida One Insurance Full time

    Job DescriptionOverviewFlorida One Insurance is seeking a highly skilled Bilingual Insurance Customer Service Specialist to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving their insurance-related inquiries, and ensuring their overall satisfaction.Key...

  • Customer Experience Specialist

    2 days ago

    Ocala, Florida, United States Spherion Full time

    Job Summary:Spherion is seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Specialist in our Servicing Department. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Effectively identify customer needs and resolve...

  • Customer Fulfillment Service Specialist

    2 weeks ago

    Ocala, Florida, United States R+L Global Logistics Full time

    Job OverviewThe Customer Fulfillment Service Specialist plays a crucial role in managing customer interactions within a third-party logistics and fulfillment setting. Key Responsibilities: Deliver clear and effective information and solutions to customers, potential clients, and team members. Oversee customer accounts, serving as the primary contact for...

  • Client Relations Specialist

    2 weeks ago

    Ocala, Florida, United States BCI Acrylic Independent Dealers Full time

    Job OverviewAre you eager to excel in a rewarding sales environment? BCI Acrylic Independent Dealers is seeking dedicated individuals to join our team as Sales Representatives.As a leading provider of acrylic bath remodeling solutions, we pride ourselves on delivering stylish, affordable, and low-maintenance options for homeowners, particularly those with...

  • Client Relations Specialist

    2 weeks ago

    Ocala, Florida, United States Scott Cameron State Farm Full time

    Job OverviewPosition SummaryAre you a personable and service-oriented individual? Do you thrive in engaging with clients? If so, a role with a State Farm independent contractor agent could be the perfect fit for you. State Farm agents exclusively promote State Farm insurance and financial service offerings.Key ResponsibilitiesBuild and maintain customer...

  • Client Relations Specialist

    1 week ago

    Ocala, Florida, United States Staff My Agency Full time

    Position OverviewAre you passionate about providing exceptional service and building rapport with clients? Joining the Staff My Agency team could be the ideal opportunity for you. Our agency focuses on delivering top-notch insurance and financial service solutions tailored to our clients' needs.Key ResponsibilitiesDevelop and nurture strong client...

  • Pastry Specialist

    2 weeks ago

    Ocala, Florida, United States Baskin Robbins Full time

    As a Pastry Specialist, you play a crucial role in creating delightful experiences for our guests. Your primary responsibility is to prepare and present high-quality baked goods while ensuring a welcoming atmosphere. You will collaborate with your team to fulfill our customers' needs and encourage repeat visits.If you thrive in a dynamic and enjoyable...

  • Customer Support Specialist

    1 week ago

    Ocala, Florida, United States Ansafone Full time

    Onsite Customer Service RepresentativeJob Category: Operations Requisition Number: ONSIT01161Job OverviewAs a key member of our team, you will be responsible for delivering exceptional customer service to our clients. Your role will involve:Providing world-class support to our clientele.Engaging in outbound communication to address client needs.Maintaining...

  • Hydrostatic Testing Specialist

    2 weeks ago

    Ocala, Florida, United States Ingersoll Rand Full time

    Job Title: Hydrostatic Testing SpecialistJob Summary:The Hydrostatic Testing Specialist is responsible for conducting hydrostatic tests to ensure product integrity and compliance with specified pressure requirements.Key Responsibilities:Perform hydrostatic testing and quality assessment of all vessels, filters, and piping in accordance with ASME Code and...

  • Pesticide Application Specialist

    2 weeks ago

    Ocala, Florida, United States BrightView Landscapes Full time

    Position Overview Are you ready to take your career to the next level? Join our dedicated team at BrightView Landscapes as a Pesticide Application Specialist.Key Responsibilities:We are in search of a Pesticide Application Specialist with experience in chemical fertilization or pest control to support our commercial clientele. The ideal candidate will be...

  • Facilities Maintenance Specialist

    3 days ago

    Ocala, Florida, United States Ring Power Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Facilities Maintenance Specialist to join our team at Ring Power Corporation. As a key member of our facilities team, you will be responsible for maintaining a clean and safe working environment for our employees and customers.Key ResponsibilitiesClean and maintain all areas of the facility,...

  • Property Leasing Specialist

    2 weeks ago

    Ocala, Florida, United States Align Communities, LLC Full time

    Company Overview:Align Communities, LLC, a dynamic and rapidly expanding multifamily resident services organization, is on the lookout for a talented and driven individual to become part of our team as a Property Leasing Specialist. We pride ourselves on delivering exceptional service to our residents while managing a diverse array of properties.Position...

  • Quality Assurance Specialist

    4 days ago

    Ocala, Florida, United States REV Group Inc Full time

    Job SummaryWe are seeking a highly skilled Quality Assurance Specialist to join our team at REV Group Inc. As a Quality Assurance Specialist, you will be responsible for ensuring the quality of our fire apparatus products, from manufacturing to delivery. This is a critical role that requires attention to detail, strong analytical skills, and the ability to...

  • Client Relations Representative

    1 week ago

    Ocala, Florida, United States Domino's Franchise Full time

    Position OverviewAs a vital member of our team, you will be responsible for delivering exceptional customer service. Your primary duties will include:Handling Incoming Orders: Efficiently receive and process customer orders via telephone. Inventory Management: Assist in stocking ingredients from the delivery area to various storage locations, including the...