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Bank Customer Relations Specialist- Credit Cards

Company: Stifel Financial Corp.
Location: Great Falls
Posted on: September 17, 2022

Job 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
High School Diploma or equivalent experience required.

No experience required, 2 years' of customer service experience preferred.

ABOUT STIFEL
Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition Stifel's bank and trust subsidiaries provide a comprehensive range of banking services.
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: Equal Employment Opportunity is the Law , EEO Supplement , and Pay Transparency.

Keywords: Stifel Financial Corp., Great Falls , Bank Customer Relations Specialist- Credit Cards, Other , Great Falls, Montana

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