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Client Relationship Specialist

2 months ago

Elkridge, Maryland, United States Quality Talent Group Full time
Why Quality Talent Group:

At Quality Talent Group, we understand that a fulfilling career encompasses more than just a job. It’s about creating an environment where you can thrive both personally and professionally. We are committed to supporting our employees with competitive compensation, comprehensive benefits, and programs that promote work-life balance and overall well-being. We take pride in our recognition as a top workplace, fostering an atmosphere where you can grow and succeed.

About this Position:

We are seeking a dedicated Client Relationship Specialist to join our team. This role is essential in delivering outstanding customer service and building lasting relationships within our financial services division. Discover more about our various career paths and opportunities.

Key Responsibilities:
  • Engage with customers to provide exceptional service through proactive outreach and tailored product recommendations that align with their financial goals.
  • Assist clients with inquiries related to account openings, service requests, and credit applications.
  • Follow guidance from management while exercising sound judgment within established policies and procedures.
  • Gain a thorough understanding of our financial products and services to effectively meet customer needs.
  • Foster strong relationships with clients to demonstrate genuine care and support.
  • Offer suitable options for financial products and services to clients.
  • Collaborate with other team members to address customers' financial needs.
  • This position involves direct customer interaction and may include discussing terms and processing applications for secured transactions, necessitating compliance with relevant regulations.
Required Qualifications:
  • Minimum of 6 months of customer interaction experience, demonstrated through work experience, training, or education.
Preferred Qualifications:
  • Strong customer service skills with experience managing complex transactions across various systems.
  • Proven ability to proactively engage customers through outreach.
  • Capability to educate clients on technology and the benefits of digital banking solutions.
  • Experience in collaborating with team members to fulfill customer needs.
  • Ability to cultivate and maintain robust customer relationships.
  • Competence in adhering to policies, procedures, and regulations.
  • Skills in identifying potential fraud and taking necessary preventive measures.
  • Professional demeanor in interactions with clients and colleagues.
Job Expectations:
  • Willingness to work a flexible schedule, including weekends as needed.
  • Responsible for maintaining cash drawer accuracy and completing service-related tasks.
  • This position requires compliance with regulatory registration processes upon employment.
  • Not eligible for Visa sponsorship.
Diversity and Inclusion:

At Quality Talent Group, we celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome applications from qualified candidates regardless of background or identity.

Commitment to Compliance:

Employees are expected to adhere to all applicable risk management and compliance policies, ensuring a culture of accountability and sound decision-making.