Customer Service Representative
4 weeks ago
Job Summary
We are seeking a highly motivated and detail-oriented Customer Service Representative to join our team at American State Bank and Trust Company. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to our clients.
Key Responsibilities
- Assist financial advisors with client service, ad hoc requests, and marketing efforts.
- Prepare reports by performing basic information gathering and analysis as directed.
- Manage the Branch Touchpoints system to ensure timely customer contacts and reviews.
- Complete workflow tasks for client review meetings.
- Review available RJFS marketing materials and initiate creative opportunities for client correspondence.
- Stay up to date and trained on the latest available technology from RJ.
- Handle incoming client service requests in a friendly and timely manner.
- Cross-train on other operational functions and perform back-up in these areas as needed.
- Coordinate meetings, events, and appointments.
- Assist in planning and coordinating various client events.
- Document all client activity and notes for proper relationship management using CRM.
- Attend various training sessions as necessary.
Requirements
- Bachelor's Degree, or equivalent experience in financial, accounting, or marketing industries.
- Working knowledge of investment concepts, practices, and procedures used in the securities industry preferred.
- Ability to conduct relationships with co-workers, customers, the community, and overall public in a manner that will enhance the bank's image and comprehensive marketing effort.
- Strong initiative, willingness to learn, hardworking, and positive attitude.
- Strong ability to work independently.
- Ability to manage multiple priorities in a deadline-driven environment.
- Attention to detail, organization, and time management.
- Ability to closely monitor details and ensure that reports, correspondence, and databases are accurate.
- Desire to be a part of a continuous learning environment, incorporating feedback and adapting to changes.
- Building meaningful connections and long-lasting relationships with clients.
- Excellent verbal and written communication skills.
- Proficiency with Microsoft Office Suite.
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