Job Description
Job Summary
Serves as the first point of contact with customers at the branch, promoting quality customer service and assisting with increasing business at the branch location.
Key Responsibilities
- Respond to customer inquiries via phone or at the branch, developing positive relationships with key customers.
- Assess customer needs and gather pertinent information.
- Create basic work orders in appropriate systems.
- Provide status updates to customers as requested.
Competencies
- Financial acumen – interpreting and applying understanding of key financial indicators to make better business decisions.
- Communicates effectively – delivering multi‑mode communications to convey a clear understanding of unique customer needs.
- Customer focus – building strong customer relationships and delivering customer‑centric solutions.
- Directs work – providing direction, delegating,...
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