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Customer Relations Specialist

2 months ago


Sarasota, Florida, United States ServisFirst Bank Full time
Client Services Representative at ServisFirst Bank

ServisFirst Bank is in search of a dedicated Client Services Representative. This role is pivotal in fostering and nurturing client connections, addressing service-related inquiries, and advocating for the Bank's diverse offerings.

Key Responsibilities:

  • Engage with clients to assess their requirements and guide them in selecting appropriate accounts
  • Identify and promote opportunities for cross-selling through effective sales strategies
  • Facilitate the processing of new account applications and manage all associated documentation
  • Deliver outstanding customer service while resolving any issues or discrepancies
  • Support various administrative tasks within the branch as required

Essential Qualifications:

  • High school diploma or equivalent qualification
  • A minimum of 6 months experience in customer service or as a Teller
  • Fundamental knowledge of accounting principles
  • Familiarity with federal and state consumer compliance regulations
  • Strong organizational and communication abilities
  • Proficiency in Microsoft Outlook, Word, and Excel
  • Exceptional customer service aptitude

Physical Demands:

  • Capability to stand and sit for prolonged periods
  • Proficient typing skills using a keyboard
  • Occasional lifting of items weighing up to 20 lbs
  • Work in a standard office setting

Become an integral part of ServisFirst Bank, where a commitment to client satisfaction is at the forefront of our mission.