Job Description

DESCRIPTION


Serves as first point of contact with customer to promote quality customer service and assist with increasing business within the branch location.

Key Responsibilities:

  • Serves as the first point of contact with customers either on the phone or at the branch, developing positive relationships with key customers.


  • Assesses customers needs and gathers pertinent information Creates basic work orders in appropriate systems.


  • Provides some status updates to customers, as requested

  • RESPONSIBILITIES

    Competencies:

  • Financial acumen - Interpreting and applying understanding of key financial indicators to make better business decisions.


  • Communicates effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.


  • Customer focus - Building strong cu...

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