Customer Relationship Specialist
2 weeks ago
Summary
As a Customer Relationship Specialist at Origin Bank, you'll play a vital role in building lasting relationships with our clients by providing personalized financial guidance and support. You'll be the trusted advisor who helps individuals and businesses navigate their financial journey, ensuring they achieve their goals.
Responsibilities
- Provide exceptional customer service to a diverse clientele, addressing inquiries, resolving issues, and exceeding expectations.
- Develop a deep understanding of our clients' financial needs and objectives, tailoring solutions to meet their unique circumstances.
- Proactively engage with customers, identifying opportunities to enhance their banking experience and introduce them to relevant products and services.
- Maintain accurate customer records and documentation, ensuring compliance with all regulatory requirements.
- Collaborate effectively with internal teams to deliver seamless and efficient service to our valued clients.
Qualifications
- Proven experience in a customer-facing role within the financial services industry.
- Strong communication, interpersonal, and problem-solving skills.
- A genuine passion for helping others and building lasting relationships.
- Proficiency with banking software and systems.
- Commitment to ethical conduct and adherence to regulatory guidelines.
About Origin Bank
Origin Bank is a community-focused financial institution dedicated to providing personalized service and building strong relationships with our clients. We offer a comprehensive range of banking products and services designed to meet the diverse needs of individuals, businesses, and municipalities.
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