Customer Service Specialist
Core
Serve as the first point of contact for customers to support their retail banking needs, specifically helping them meet financial goals through savings, insurance, and personal lending products.
Role type
Customer Service Specialist (Retail Banking)
Builds
Sales and lending results for local community customers
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Product knowledge (savings, insurance, lending), problem-solving, compliance adherence, sales execution
Responsibilities
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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