Client Service Specialist

Community Financial Services Bank • Benton, KY

2d

About The Position

This role involves managing client interactions via phone, maintaining accurate records, participating in team meetings, and actively promoting the company's services. The specialist will be responsible for client outreach, completing tasks and training on time, adhering to company policies, and performing other duties as assigned by the Team Leader.

Requirements

• Proficiency in answering phone calls following standard procedures
• Ability to maintain accurate phone logs
• Willingness to attend weekly team huddles
• Capacity to actively refer and cross-sell to clients
• Skill in requesting business from prospects and logging referrals
• Commitment to completing tasks and trainings before deadlines
• Understanding and compliance with CFSB policies, procedures, and standards

Responsibilities

• Answer all phone calls following the CFSB standard and procedures
• Maintain accurate phone logs for all calls
• Attend weekly team huddles
• Actively refer/cross-sell to clients
• Request the business of prospects and log all referrals
• Complete all tasks and trainings before deadlines
• Learn and comply with all CFSB policies, procedures, and standards
• Perform other duties as requested by Team Leader

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed