Account Management Professional

5 days ago


Roswell, Georgia, United States NorthPoint Search Group Inc Full time
About the Role

We are seeking an experienced and customer-focused individual to join our team as an Account Management Professional in our banking department. The ideal candidate will be responsible for providing exceptional service to our clients, handling account-related inquiries, and assisting with account opening and closing procedures.

Main Responsibilities:

  • Deliver outstanding customer service to clients through various channels, including phone, email, and in-person interactions.
  • Handle client inquiries related to account opening, account closures, and general banking transactions.
  • Process account applications and documentation efficiently and accurately.
  • Educate clients on banking products and services, helping them make informed decisions.
  • Resolve customer issues and complaints in a timely and effective manner.
  • Collaborate with other departments to ensure smooth account transactions and resolve complex issues.
  • Stay updated on banking policies, procedures, and regulatory requirements.

Essential Qualifications:

  • High school diploma or equivalent; degree in business, finance, or related field is a plus.
  • Proven experience in customer service, preferably in a banking or financial services environment.
  • Strong communication and interpersonal skills.
  • Knowledge of banking products and services.
  • Familiarity with regulatory requirements related to banking transactions.
  • Attention to detail and accuracy in handling customer information.
  • Ability to multitask and work in a fast-paced environment.
  • Proficiency in basic computer applications and banking software.

Annual Salary: $55,000 - $80,000 per annum, depending on experience.



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