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Client Relations Specialist

2 months ago

Reston, Virginia, United States latitude Full time

Position Overview:
We are looking for a personable and experienced Client Relations Specialist to become a vital part of our organization. The successful candidate will possess a background in the financial services sector and a strong commitment to providing exceptional client support.

The Client Relations Specialist will play a key role in assisting clients with their financial activities, offering insights into our range of products and services, and addressing any questions or issues they may encounter.

This role includes opportunities for performance-based incentives and allows for a hybrid work model after a designated period of onsite work.

Key Responsibilities:
1. Welcome and assist clients in a courteous and professional manner
2. Execute client transactions, including deposits, withdrawals, loan payments, and account transfers
3. Inform clients about our offerings, such as loans, savings options, and digital banking services
4. Address client inquiries and concerns promptly and effectively
5. Advocate for financial products and services to fulfill client requirements
6. Keep precise records of transactions and client communications
7. Comply with all organizational policies and procedures
$17 - $20 an hour
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