Client Service Specialist
Community Financial Services Bank
About The Position
PM22
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
