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Financial Services Coordinator

2 months ago

Detroit, Michigan, United States Dahl Consulting Full time
Job Overview

We are seeking a highly skilled and detail-oriented Member Services Representative to join our team at Dahl Consulting. As a key member of our team, you will be responsible for providing exceptional customer service to our clients.

Key Responsibilities
  • Transaction Processing: Assist clients with transactions and cash services by phone, in-person, and drive-through.
  • Customer Support: Provide top-notch service when handling checks, cash services, deposits, and completing client paperwork.
  • Problem Resolution: Resolve client account problems in a timely and professional manner.
  • Sales and Marketing: Sell helpful products and services to clients.
  • Record Keeping: Maintain accurate and detailed records of client interactions.
Requirements
  • Attention to Detail: Must be detail-oriented and able to maintain accurate records.
  • Customer Service Skills: Strong customer service skills are essential for success in this role.
  • Basic Math Skills: Basic math skills are required for handling cash and transactions.
  • Experience: Experience in cash handling or as a teller is a plus, but not required. Experience with Microsoft Office is also preferred.
About Dahl Consulting

At Dahl Consulting, we pride ourselves on being a flexible, consistent, and easy-to-work-with partner. We hold our clients' priorities in high regard and genuinely care about each and every relationship. We strive to build long-term relationships with our clients and partners.