Customer Service Specialist
Core
First point of contact for customers to support retail banking needs and help them meet financial goals through savings, insurance, and personal lending products.
Role type
Customer Service Specialist (Retail Banking)
Builds
Customer relationships and sales/lending outcomes
Domain
Retail Banking
Deliverable
client delivery
Required skills
product knowledge, sales, lending, problem-solving, compliance adherence
Responsibilities
Serve as the first point of contact for customers, help customers meet financial goals, deliver sales and lending results, solve customer problems by matching products to needs, adhere to policies and regulations
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