Bank Customer Relations Specialist- Credit Cards
Company: Stifel Financial Corp.
Posted on: September 21, 2022
The 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.
Understand and comply with all regulations, including the Community
Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act,
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 new
Strong verbal and written communication skills with an ability to
communicate effectively during inter-departmental and external
EDUCATION & EXPERIENCE
High School Diploma or equivalent experience required.
No experience required, 2 years' of customer service experience
Keywords: Stifel Financial Corp., Fort Collins , Bank Customer Relations Specialist- Credit Cards, Other , Laramie, Colorado
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