Customer Relationship Specialist - Gladstone
Core
Welcome customers at the Gladstone branch, identify financial needs, and match them with banking solutions while managing loan maintenance requests.
Role type
Customer Relationship Specialist (Branch)
Builds
Banking solutions and loan maintenance services for customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer service, financial systems navigation, loan maintenance management, referral identification, team coaching, digital banking advocacy
Preferred skills
Consumer lending experience, proactive problem-solving
Responsibilities
Engage customers to uncover financial goals, manage loan top-ups and pricing adjustments, refer customers to specialist teams, coach Customer Service Officers, champion digital banking tools
Seniority
Individual Contributor, entry-to-mid level
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