Client Service Specialist

Join a team where people come first. As a Client Service Specialist, you will build and strengthen relationships with clients and prospects through phone and written communication. In this role, you'll support both clients and team members by providing accurate, timely information while enhancing each client's experience with CFSB-so they confidently say, "CFSB is my bank for life!" Bring your attention to detail, passion for helping others, and commitment to integrity-we'll provide the tools, training, and supportive culture to help you thrive.

-Answer all phone calls following the CFSB standard and procedures
-Maintain accurate phone logs for all calls
-Attend weekly team huddles
-Actively refer/cross-sell to clients
-Request the business of prospects and log all referrals
-Complete all tasks and trainings before deadlines
-Learn and comply with all CFSB policies, procedures, and standards
-Perform other duties as requested by Team Leader

PM22

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