Relationship Specialist/CSR

Job Overview

Job Description

Relationship Specialist/CSR needs 1-3 years customer service, customer support or inside sales experience
Relationship Specialist /CSR requires:
Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment.
Ability to quickly learn, multi-task and to meet expectations in a customer-centric and results-driven environment.
Financial/banking experience
Careful attention to details and excellent time management skills.
Proficiency in basic computer skills- Advanced Excel knowledge preferable.
Intellectually curious about our business, our clients and focused on finding the best solutions.
Excellent negotiation and analytical skills - Sales or Customer Service experience preferred
Ability to work effectively both independently and as a team member.
Comfortable with handling high call volume and forming strong and lasting relationships with clients over the phone.
Ability and willingness to work a flexible schedule/overtime, as needed.
Ability to take constructive feedback and implement training concepts into your ongoing development.
Relationship Specialist /CSR duties:
o Communicates with external and internal customers through various channels (phone, email and letters) maintaining a positive, empathetic and professional attitude at all times.
o Demonstrates excellent interpersonal, written, and oral communication skills. Including the ability to ask probing questions to understand concerns and overcome objections.
o Responds promptly and accurately to customer inquiries and process a variety of customer requests within different levels of complexity. Including account reconciliation, account updates, document requests, invoices, buyout quotes, web portal troubleshooting, etc.