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Client Relations Specialist

2 months ago

Tupelo, Mississippi, United States Renasant Full time


Position Overview:
The Client Relations Specialist will collaborate with team members in a professional environment to deliver outstanding service to our clients by addressing inquiries, resolving complaints, and troubleshooting issues.


Key Responsibilities:
  • Engage with a high volume of inbound or outbound communications to ensure a positive experience for each client.
  • Listen attentively to clients to comprehend the purpose of their contact, provide relevant information, and explain products to both potential and existing clients.
  • Promote and sell financial products and services through a thorough discovery process, ensuring accuracy and efficiency.
  • Maintain a comprehensive understanding of the financial sector and the organization’s policies, procedures, products, and services.

Performance Expectations:
  • Achieve or surpass established performance metrics for service and sales while ensuring an exceptional client experience.
  • Safeguard the confidentiality and security of client information in accordance with regulatory and organizational guidelines.
  • Respond to inquiries regarding a diverse range of financial services promptly and effectively.
  • Accurately process client transactions, including transfers, stop payments, and loan-related activities.
  • Identify banking needs through proactive engagement with clients and promote relevant products and services professionally.
  • Investigate and resolve client issues and inquiries in a timely manner.
  • Stay informed about Customer Experience Center policies, banking products, and operational procedures to mitigate risks.
  • Participate in training and development opportunities to enhance knowledge of the organization and role.
  • Exhibit a positive team spirit and a willingness to assist both internal and external clients.
  • Perform additional related duties as assigned.

Qualifications:
  • High school diploma or equivalent required; college education preferred.
  • A minimum of one year of experience in customer service and/or sales is required.
  • Detail-oriented with strong organizational skills.
  • Proven ability to achieve individual and team sales and customer experience objectives.
  • Effective written and verbal communication skills, including a pleasant tone and exceptional telephone etiquette.
  • Demonstrated ability to collaborate effectively with others to resolve issues and meet needs.
  • Strong sales and marketing capabilities with a proven track record in selling financial products and services preferred.
  • Ability to work cooperatively in a team-oriented environment.
  • Knowledge of banking policies, procedures, regulations, and operational issues related to financial products preferred.
  • Flexibility to work in a demanding and fast-paced environment, including potential Saturday rotations.

Physical Requirements:

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the employee is frequently required to stand or sit, kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools, or controls; reach with hands and arms, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this role include close vision, peripheral vision, depth perception, and the ability to focus.


Work Environment:

The professional working environment necessitates effective communication, both verbally and in writing. Employees must demonstrate strong interpersonal skills when collaborating with internal business partners and external clients. Employees may be exposed to confidential information within the working environment and must uphold confidentiality at all times. Due to the potential exposure to high-risk situations, detailed instructions and procedures must be followed to ensure the safety of employees, clients, and assets.


Renasant Bank is an equal opportunity employer.
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