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Client Relations Specialist
2 months ago
Position Overview:
The Client Relations Specialist will collaborate with fellow team members in a professional call center setting to deliver outstanding service to our clients by addressing inquiries, managing complaints, and resolving customer issues.
Key Responsibilities:
- Handle a significant volume of inbound and outbound calls, ensuring a positive experience for each client.
- Engage with customers to comprehend the purpose of their calls, provide relevant information, and explain products to both potential and existing clients.
- Promote and sell financial products and services through effective discovery conversations, ensuring accuracy and efficiency.
- Maintain a comprehensive understanding of the financial industry and the organization’s policies, procedures, products, and services.
- Meet or exceed established performance standards for service and sales while delivering an exceptional customer experience.
- Safeguard customer information in accordance with regulatory and company guidelines.
- Process customer transactions accurately, including transfers, stop payments, loan payments, and loan payoffs.
- Identify banking needs through proactive engagement with customers and promote bank products and services professionally.
- Investigate, track, and resolve customer inquiries in a timely manner.
- Stay informed about Customer Experience Center policies, bank products, and relevant regulations to mitigate unnecessary risks.
- Participate in training and development opportunities to enhance knowledge of the company and role.
- Exhibit a positive team spirit and a willingness to assist both internal and external customers.
- Perform additional related duties as assigned.
Qualifications:
- High school diploma or equivalent required; college education preferred.
- Minimum of 1 year of experience in customer service and/or sales required.
- Detail-oriented with strong organizational skills.
- Ability to achieve individual and team sales and customer experience goals.
- Effective written and verbal communication skills, with a pleasant tone and exceptional telephone etiquette.
- Proven ability to collaborate with others in a professional manner to resolve issues and meet needs.
- Strong sales and marketing skills with a demonstrated ability to sell financial products and services preferred.
- Ability to work cooperatively in a team environment.
- Knowledge of banking policies, procedures, regulations, and operational issues related to retail deposit and loan products preferred.
- Flexibility to work in a demanding and fast-paced environment, with hours that may exceed 40 hours per week.
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 position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, 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 is occasionally required to walk and must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and the ability to focus.
Work Environment:
The professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when collaborating closely with internal business partners and external clients.
Employees may be exposed to confidential and proprietary information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high-risk situations, detailed instructions and procedures are required to be followed at all times to safeguard the organization’s employees, clients, and assets.
Renasant Bank is an Equal Opportunity Employer
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