Financial Services Account Associate Senior

Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution s high-value customers


Addresses inquiries and performs account maintenance on deposits and money market accounts


Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals


Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries


Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function


Interfaces with clients to determine present and future needs and discusses progress toward solutions


Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs


Completes banking transactions and identifies opportunities to market bank products to best meet each caller s personal needs


Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services


Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings


Provides referrals to the managing director or relationship manager for new and additional services


Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys

Participates in follow-up discussions to develop action plans to address concerns


May participate in business reviews to learn about clients strategic direction as well as gain a good understanding of the products and services offerings


Other related duties assigned as needed



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