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 customer relationships and delivering customer-centric solutions. 

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