Bank Customer Relations Specialist- Credit Cards
Company: Stifel Financial Corp.
Posted on: September 20, 2022
SUMMARYThe Bank Customer Relations Specialist controls the
issuance and renewal of credit cards by the organization. The Bank
Customer Relationship Specialist interacts with customers to
provide a variety of general information in response to inquiries
about products and services.ESSENTIAL DUTIES & RESPONSIBILITIES
- Interface with clients and gather financial information
- Opens customer accounts by collecting and analyzing customer
- Prepares product or service reports by collecting and analyzing
- Resolves product or service problems by clarifying the
customer's complaint, determining the root cause of the problem,
identifying and executing the best solution, expediting correction
or adjustment, and following up to ensure resolution.
- Conducts basic credit review.
- Provides management with summaries of collected credit
information to assist in determining credit worthiness.
- Ensures all financial and credit records are maintained and
stored according to record retention guidelines.QUALIFICATIONS
- Understand and comply with all regulations, including the
Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting
- Strong Knowledge of credit principles and processes for
providing customer and personal services.
- Knowledge of administrative and clerical procedures and systems
such as word processing, managing files and records, stenography
and transcription, designing forms, and other office procedures and
- Selecting and using training/instructional methods and
procedures appropriate for the situation when learning or teaching
- Strong verbal and written communication skills with an ability
to communicate effectively during inter-departmental and external
interactions.EDUCATION & EXPERIENCE
- High School Diploma or equivalent experience required.
- No experience required, 2 years' of customer service experience
Keywords: Stifel Financial Corp., Kenosha , Bank Customer Relations Specialist- Credit Cards, Other , Kenosha, Wisconsin
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