Description
Summary
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 information.
Prepares product or service reports by collecting and analyzing customer information.
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 Act, etc.
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 terminology.
Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
Strong verbal and written communication skills with an ability to communicate effectively during inter-departmental and external interactions.
Education & Experience
- Bachelor's degree or equivalent combination of education and experience required.
- No experience required. 1+ years' experience preferred.
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
About Stifel
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel's bank and trust companies are affirmative action and equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following posters: Know Your Rights and Pay Transparency.
Stifel is an Equal Opportunity Employer.
Apply on company website
Find Connections via Linkedin
