Client Service Specialist

CFSB • Benton, KY

22h

About The Position

This role is responsible for handling client interactions, maintaining accurate records, and ensuring compliance with company policies and procedures. The specialist will also be involved in referring and cross-selling services to clients and prospects, attending team meetings, and completing assigned tasks and training.

Requirements

• Knowledge of CFSB standards and procedures
• Ability to maintain accurate logs
• Willingness to attend team huddles
• Skills in referring and cross-selling
• Ability to request business from prospects
• Commitment to completing tasks and trainings by deadlines
• Understanding and compliance with CFSB policies and procedures

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 PM22

What This Job Offers

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