Customer Relationship Specialist

About the role

The Customer Relationship Assistant (CRA) performs a variety of tasks, the most important of which involves serving as the first point of contact for our customers. The CRA is expected to maintain the highest standard of service while providing assistance to current and potential customers who seek guidance with routine transactions, have questions about new services and products or have issues they may be experiencing.

Responsibilities

• Understand and protect all customer information, while adhering to all customer confidentiality procedures.
• Cultivate and strengthen and maintain relationships with our customers.
• Act as a financial partner by servicing the customer's needs, understanding how they bank, and recognizing opportunities.
• Maintain a thorough knowledge and understanding of the products and services we have to offer.
• Perform a wide range of services including deposit account opening, servicing and maintenance accounts, account closings, and daily customer transactions to ensure that applicable regulations, disclosures, policies and procedures are followed.
• Perform Business Development functions to help originate new business.
• Foster teamwork and collaboration to build relationships with team members and other departments.
• Positive, professional and proactive in everyday interactions (with co-workers and customers).
• Take the initiative to learn and grow professionally.

Requirements

• A high school diploma or general education degree (GED).
• Two to three years bank related experience and/or training.
• Or equivalent combination of education and experience.
• Customer service and cash handling skills are preferred.
• Must be eager and willing to learn.

Qualifications for Success

• High school diploma or general education degree (GED).
• Two to three years bank related experience and/or training.
• Or equivalent combination of education and experience.
• Customer service and cash handling skills are preferred.
• Must be eager and willing to learn.

Skills

• Understanding and protecting customer information.
• Building and maintaining customer relationships.
• Financial partnership and customer needs understanding.
• Product and service knowledge.
• Service and transaction performance.
• New business origination.
• Teamwork and collaboration.
• Professional and proactive interaction.
• Self-motivation and learning.

Benefits

• Competitive Salary.
• Personal paid time off, as eligible.
• 401K and Employee Stock Option Plan, as eligible.
• Fitness reimbursement.
• Learning, development and growth opportunities.

Pay

Competitive Salary.

Schedule

N/A

Benefits

• Personal paid time off, as eligible.
• 401K and Employee Stock Option Plan, as eligible.
• Fitness reimbursement.
• Learning, development and growth opportunities.