Client Services Associate

2 weeks ago


Greensboro, United States Cone Health Full time

Client Services Associate

Position Overview

The Client Services Associate plays a crucial role in ensuring member satisfaction and operational efficiency within the organization. This position involves managing financial transactions and fostering relationships with both existing and prospective members.

Key Responsibilities
  • Effectively manages a cash drawer and executes member transactions with precision.
  • Handles and records daily transactions through various channels including online banking and automated systems.
  • Enhances member experience by promoting financial products and services that align with their needs.
  • Provides exceptional support and communication to both members and colleagues.
  • Evaluates and processes loan applications, ensuring thorough review and adherence to policies.
  • Manages collections for overdue accounts, loans, and credit services.
  • Acts as a primary contact for new members, guiding them through the account setup process.

Qualifications

Education: Required: High School Diploma or equivalent.
Preferred: Bachelor's degree.
Experience: Preferred: 1-2 years of experience in a financial services role.
Licensure/Certification: Required certifications as applicable.

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