Client Support Specialist
2 weeks ago
Position Overview:
We are seeking a dedicated Customer Service Representative to join our team. This role is essential in delivering exceptional service to our clients and ensuring their banking needs are met efficiently.
Key Responsibilities:
- Initiate new accounts and provide detailed explanations of account options, including trust and investment services.
- Manage modifications to existing accounts and offer guidance on ownership changes and terms.
- Oversee the complete process for IRA accounts, including opening, maintenance, and closures.
- Provide support as a Teller when necessary to accommodate customer flow.
Qualifications:
- Must be available to work in a professional office environment.
- Excellent interpersonal and customer service skills are required.
- Strong verbal and written communication abilities.
- Proficient in using and adapting to computer-based systems.
- Experience in cash handling is preferred.
- Attention to detail is crucial.
Benefits:
- Comprehensive health, dental, and vision insurance.
- Life and long-term disability insurance.
- Generous paid time off and 11 paid holidays.
- 401(k) retirement plan with company contributions.
- Assistance with student loans and tuition.
We are committed to fostering a diverse workplace and encourage all qualified candidates to consider this opportunity.
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