Customer Relationship Specialist

First Federal Savings And Loan Association Of Lakewood • Lakewood, OH

398d

About The Position

The Customer Relationship Specialist plays a crucial role in assisting customers with account information and cross-selling banking products and services. This position is focused on providing excellent customer service and resolving inquiries through various communication channels, while also promoting the bank's offerings to enhance customer relationships.

Requirements

• Experience in customer service is required.
• 2+ years of banking experience is required.
• Proficient in typing and ten key.
• Proficiency in MS Office (Outlook, Excel, Word) or similar software is required.
• Experience in sales is preferred.
• Experience in financial services or banking is preferred.

Nice To Haves

• Bachelor's degree is preferred, or equivalent experience.
• Familiarity with EasyLender, Cleartouch, OnBase, and various government and investor software/web portals is preferred.

Responsibilities

• Provides information and resolves problems for customers and non-customers via various delivery channels by accessing account and product information.
• Facilitates first contact answers and solutions for in-depth customer questions and issues; follows up on requests.
• Answers and follows up on emails that are sent to the bank's general information email address.
• Documents all instances of customer contact (through phone, voicemail, email etc.) into the CRM system.
• Knowledgeable of all First Federal Lakewood products.
• Cross-sells products to existing customers by assessing customers' total relationship and recommending new products/services; encourages new relationships with non-customers and facilitates new account openings.
• Assists branches with opening procedures related to branch security.
• Other duties as required.

Benefits

• Remote work options available in specified states.
• Equal Opportunity Employer with accommodations for individuals with disabilities.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED