Customer Service Representative
6 days ago
We are seeking a highly skilled and customer-focused Customer Service Representative - Loan Specialist to join our team at Holiday Financial Services. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to our clients, while also promoting our financial products and services.
Key Responsibilities- Provide Exceptional Customer Service
- Respond to customer inquiries and resolve issues in a timely and professional manner
- Provide personalized support and guidance to customers to meet their financial needs
- Promote Financial Products and Services
- Recommend and sell financial products and services to customers, such as loans and deposit accounts
- Provide information and guidance to customers on our financial products and services
- Manage Customer Accounts
- Process customer loan applications and manage customer accounts
- Monitor customer accounts and provide regular updates and communication
- Qualifications
- High school diploma or equivalent required
- Related experience and secondary education preferred
- Skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
- Strong analytical and problem-solving skills
- Medical, Dental, Vision & Life Insurance
- 401K with company match and profit-sharing program
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs
Holiday Financial Services is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
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