Financial Services Specialist

7 days ago


Wilton, Iowa, United States Cbibanks Full time

**Job Summary:**

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Cbibanks. As a key member of our banking team, you will be responsible for providing exceptional customer service and support to our clients.

**Key Responsibilities:**

• Process customer transactions in a timely and accurate manner, adhering to established banking regulations and policies.

• Open, maintain, and close all account types, ensuring accurate and efficient service to our clients.

• Solve client problems and concerns in a professional and courteous manner.

• Order debit cards and onboard new clients, ensuring a seamless onboarding experience.

• Answer client phone calls and provide support, resolving issues and answering questions in a timely and accurate manner.

• Cross-sell products and services, or make referrals to meet sales goals and develop strong customer relationships.

• Maintain accurate records and reports, ensuring compliance with banking regulations and policies.

• Collaborate with colleagues to achieve team goals and objectives, providing support and assistance as needed.

**Requirements:**

• Self-motivated with the ability to cross-sell and meet product sales goals.

• Strong customer service skills, with the ability to develop and maintain strong customer relationships.

• Organized, detail-oriented, and accurate, with good oral communication skills and grammar.

• Professional in appearance, pleasant, courteous, and a good listener.

• Ability to work a flexible schedule, with a satisfactory record of work performance adhering to all banking policies and procedures.

• Post-high school education or one year of experience in banking or a related field preferred.



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