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Customer Service Representative

Lincoln, RI, US

5 days ago
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Summary

Note:- Us citizen or Green card only


Responsibilities:


  • Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
  • Responds to customer inquiries and concerns, creating customized solutions
  • Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
  • Identifies client needs for licensed sales functions, making referrals to Line of Business partners
  • Quotes rates, terms, and programs for banking solutions
  • Manages risk in every business, product, and service transaction leveraging available tools


Skills:

  • Attention to Detail
  • Client Solutions Advisory
  • Customer and Client Focus
  • Interpret Relevant Laws, Rules, and Regulations
  • Adaptability
  • Client Experience Branding
  • Customer Service Management
  • Issue Management
  • Problem Solving
  • Active Listening

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