Customer Service Representative for Private Clients at a Financial Institution

4 weeks ago


Minor Hill, Tennessee, United States Spectrum Ventures Full time

About Spectrum Ventures:

We are a dynamic and member-driven financial institution that values independence and regional connection. Our cooperative bank is committed to providing excellent service to our clients and fostering a culture of innovation and growth.

What We Offer:

  • A challenging and rewarding role in a rapidly growing financial institution with a flat organizational structure and fast decision-making processes
  • Opportunities for professional development and growth, including comprehensive training programs and mentorship
  • A comprehensive benefits package, including e-bike and mobile/PC leasing, as well as a competitive salary and 30 days of vacation
  • A dynamic and supportive work environment that encourages collaboration and teamwork

Responsibilities:

  • Provide comprehensive advice and partial needs-based advice to assigned clients, working closely with specialists as needed
  • Analyze the profitability, potential, and intensity of business relationships with assigned clients
  • Develop and present standardized offers for active, passive, and cross-selling business opportunities

Requirements:

  • Completion of training as a bank clerk and relevant professional experience in advising private clients
  • Strong communication and interpersonal skills, as well as the ability to build strong relationships with clients
  • Excellent analytical and problem-solving skills, with the ability to think critically and make informed decisions


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