
Customer Relationship Specialist
7 days ago
Are you a forward-thinking professional who thrives in diverse and dynamic environments? If so, this role could be the perfect fit for you. As a Premier Relationship Officer, you will play a key role in helping customers achieve their financial goals.
We offer tailored professional development opportunities, competitive compensation, flexible working hours, and a range of benefits that make a real difference in our employees' lives. These include market-leading health insurance, enhanced parental leave, support for employees returning to work, and discounted banking services.
This position involves partnering with customers to provide suitable financial solutions. You will serve as the face of our organization in our branches, liaising directly with valued customers and introducing and promoting digital banking solutions to meet their needs.
Key responsibilities:
- Supporting Premier Relationship Managers in ensuring accurate data entry and timely completion.
- Ensuring all credit submissions and documentation are properly completed.
- Acting as quality control for information completed by Relationship Managers.
- Identifying clients' financial service needs and offering suitable options.
- Providing premium customer service as the first point of contact.
- Working with internal parties to facilitate smooth referrals and loans.
- Supporting Premier Relationship Managers in complaint handling.
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