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Client Relationship Specialist
2 months ago
We are looking for a dedicated, enthusiastic, and personable Client Relationship Specialist to become part of our team at Financial Staffing Resources, Ltd.
The Client Relationship Specialist will play a crucial role in establishing and maintaining strong connections, fostering trust, and ensuring integrity in all interactions, whether with clients, prospective clients, or team members.
This position also involves scheduling meetings and serving as a support for the branch operations. Furthermore, the role includes engaging with the community, representing the organization at various local events.Key Responsibilities:
• Open new accounts and manage account updates for clients.
• Address inquiries and efficiently handle client requests.
• Conduct transactions, including deposits, withdrawals, loan payments, and account transfers.
• Take responsibility for client concerns and work towards effective solutions.
• Identify client needs and suggest suitable products and services to enhance their financial health.
• Participate in community events as a representative of the organization.
Required Qualifications:
• At least six months of experience in a consultative sales position within a financial institution, with a focus on new accounts and member services.
• A strong passion for relationship building and delivering exceptional service.
• Excellent communication skills, with the ability to identify financial needs through active listening and insightful questioning.
• Proficiency in educating clients about and referring them to financial products and services.
• Strong initiative and problem-solving skills.
• Exceptional multitasking abilities.
• Competence in using PCs, software applications, and other office equipment.
Additional Information:
• Competitive salary structure.
Benefits:
• A supportive coaching culture that promotes personal and professional development.
• UNLIMITED Paid Time Off, Paid Holidays, and Family and Pet Bereavement Leave.
• Comprehensive Health, Dental, and Vision Insurance.
• Life and Disability Insurance.
• 401(K) plan with Employer Match.
• Paid Time Off for Community Volunteer Activities.
• Banking privileges for employees and their families.
If you are committed to building relationships, providing outstanding service, and positively impacting the community, this opportunity may be ideal for you.
