Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Customer Service Representative
Duties:
- Provide exceptional customer service to clients via phone, email, and chat
- Answer incoming calls and respond to customer inquiries in a professional and timely manner
- Assist customers with product information, pricing, and order placement
- Resolve customer complaints and issues by investigating problems and finding appropriate solutions
- Maintain accurate records of customer interactions and transactions
- Collaborate with other team members to ensure customer satisfaction
- Analyze customer feedback and provide suggestions for improvement
Qualifications:
- Previous experience in a customer service role preferred
- Excellent communication skills, both verbal and written
- Strong problem-solving abilities and attention to detail
- Ability to work well in a fast-paced environment
- Proficient in using computer systems and software applications
- Outbound calling experience is a plus
If you are a motivated individual with a passion for providing exceptional customer service, we want to hear from you! Join our team as a Customer Service Representative and help us deliver outstanding support to our valued clients.
Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization.
Job Type: Full-time
Pay: $14.00 - $15.00 per hour
Benefits:
Shift:
Weekly day range:
Work setting:
Ability to Relocate:
Work Location: In person