Customer Relationship Specialist
4 days ago
We are seeking a skilled Customer Relationship Specialist to join our team at First Security Bank Bozeman. As a key member of our branch staff, you will play a vital role in building and maintaining strong relationships with our customers.
**Key Responsibilities:**
• Develop and maintain a deep understanding of our customers' financial needs and preferences.
• Identify opportunities to cross-sell and upsell relevant financial products and services to customers.
• Collaborate with colleagues to achieve sales targets and improve overall customer satisfaction.
• Stay up-to-date with product knowledge and regulatory requirements to provide informed advice to customers.
• Participate in ongoing training and development to enhance skills and knowledge.
• Provide exceptional customer service by responding promptly to inquiries and resolving issues in a timely manner.
• Work closely with other departments to ensure seamless delivery of financial services to customers.
**Requirements:**
• 2+ years of experience in a customer-facing role or relevant industry experience.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and prioritize tasks effectively.
• Strong problem-solving skills and attention to detail.
• Basic knowledge of financial products and services.
• Certification or diploma in finance or related field an asset.
**Estimated Salary Range:** $50,000 - $70,000 per annum depending on experience and qualifications.
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